Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.
From not relying on government programs like Social Security and Medicaid too heavily to entering retirement with no debt, these are some areas where planning ahead can make a significant difference. If you've achieved independence from these key categories, you're likely on the right track!
This episode wraps up with a listener question from Paul, who asks about the best strategy for managing IRA withdrawals to minimize taxes. Join us for insights and practical tips on how to navigate these important aspects of financial planning.
Here’s some of what we discuss in this episode:
0:00 – Intro
4:13 – Independence from government
6:19 – Independence from family
8:22 – Independence from creditors
9:41 – Independence from employment
11:39 – Independence from the stock market
14:08 – Getting to know Frank
15:30 – Mailbag question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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