

Can I Retire in a Year at 65?
Aug 29, 2023
Discussion on retirement planning for a 64-year-old looking to retire at 65. Advice on assessing investment portfolios and retirement plans. Financial situation including supporting adult children and lack of pension. Suggestions for saving from home sale and listener questions. Options for retirement planning, charitable giving, and investing for education were also covered.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Assessing Retirement Plans and Investment Portfolio
03:32 • 3min
Financial Situation and Retirement Planning
06:14 • 51sec
Advice on Savings from a Home Sale and Listener Messages
07:05 • 4min
Retirement Planning, Charitable Giving, and Investing for Education
10:51 • 3min