BiggerPockets Money Podcast 538: Late Start, Early Retirement: The Huge Advantages of Investing Later in Life
Jun 18, 2024
Bill Yount and Jackie Cummings Koski discuss the advantages of late-start retirement investing, from retirement accounts to healthcare planning. They share tips on reducing expenses, making smart investments, and maximizing retirement savings. Topics include downsizing, tax planning, utilizing HSAs, and contributing to retirement accounts. The episode explores catch-up opportunities for individuals over 50 and strategies for financial success.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Intro
00:00 • 2min
Strategies for Simple Investing and Retirement Planning
02:18 • 14min
Unlocking Superpowers of Experience and Healthcare Tools for Retirement
15:52 • 2min
Planning for Retirement and Managing Major Expenses
18:19 • 2min
Retirement Challenges: Downsizing, Social Security, and Tax Planning
20:43 • 2min
Healthcare Expenses in Early Retirement Planning
22:41 • 7min
Strategic Financial Planning Tips for Late Start Investors
29:45 • 2min
Maximizing Retirement Savings with Health Savings Accounts (HSAs)
31:31 • 4min
Investment Strategies for Catching Up to Retirement
35:37 • 5min
Advantages of Investing Later in Life for Individuals Over 50
40:34 • 16min
Strategies for Financial Success
56:47 • 6min
Retirement Planning, Learning Styles, and Community Support
01:02:47 • 4min