Decided to Retire at 62 | Case Study!

Curious about early retirement? Meet Tom (61) and Brenda (57) as we explore their journey to financial freedom. In this case study, we answer three key questions: Can they retire early? Can they increase their spending? When should they claim Social Security? Discover practical insights and strategies that could help you achieve your dream to retire by 62. Don’t miss this real-life example packed with valuable advice for pre-retirees!

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🔑 KEY TOPICS
0:00 - Intro
1:07 - Background Info
3:44 - Questions
9:08 - Tax Horizons
13:13 - Market Fluctuations
15:19 - Conclusion
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💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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CONTACT ☎
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[katiekilbo]

People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365, 000 in stocks and assets. Wish I could accomplish that.

[V.stones]

I started my SS at 62 1/2, my wife who is 20 months younger than me started at 62. With my pension for working 25+ years we're doing just fine.That was over 3 years ago & we never looked back. Haven't touched our investments other than to travel. I had two brothers die of cancer 3 years apart. One died at 62 & never drew a dime of his SS. The other died at at 65 & drew 10 months. Let's be honest here, the reason the Government is offering you a bigger payday at 70 is because they're banking on you not making it!

[ryangreen]

Great video and I also like these case studies the best. They give me confidence in my retirement plan. New subscriber here. Thanks 🙏

[briand]

Postponing SS to FRA or beyond is betting on the reaper not making you a surprise visit before then. Reality, people. How many friends and family you know who suddenly left this world before they got to enjoy ANY of their retirement investments or benefits? I'm retiring at 62 (two years away). Will take SS then and wife (same age) will likely do so as well. We'll have the mortgage gone by then, plenty of hard assets to sell as needed, a high six fig 401k, cash, silver, guns, precious metals (lead), etc. Playing the ACA marketplace until medicare age will be tricky, but we can handle it. NOBODY KNOWS the future of ANYTHING. Get what you can, asap.

[mariadrukker]

I'd retiring or working less in 8 years, and considering this financial recession, Im deciding to begin taking up skilled trades. I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $120K per year but nothing to show for it yet.

[Kseniaramesh]

I started my SS at 62 1/2, my wife who is 20 months younger than me started at 62. With my pension for working 25+ years we're doing just fine.That was over 3 years ago & we never looked back. Haven't touched our investments other than to travel. I had two brothers die of cancer 3 years apart. One died at 62 & never drew a dime of his SS. The other died at at 65 & drew 10 months. Let's be honest here, the reason the Government is offering you a bigger payday at 70 is because they're banking on you not making it!