What does “retiring early” actually mean? Is it really as great as it sounds? In this episode, I challenge the conventional wisdom around early retirement, breaking down the FIRE movement, redefining what retirement can look like today, and exploring the often-overlooked emotional and financial tradeoffs.
You’ll get insights from my own practice, and I’ll discuss how to structure your investments, take advantage of tax strategies like 72(t) and Roth laddering, and I’ll reveal the real costs – financial, personal, and psychological – of leaving the workforce too soon.
Are you chasing freedom or just curious about your options? I’ve got the candid advice and tough questions you need to help you make an informed decision about your next chapter early…or not.
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)