55 and Ready to Retire? You'll Wish You Knew About This!

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In this video I go through the options and levers available to you before you decide to retire at 55!

⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.

[kimmietalksfinance]

Thank you Matt. This was helpful as I plan to retire at 55. I am 47 now.

[mariolemos]

Exceptional video. Thank you for your insights👍

[ManishSabu-cn]

I am a little confused about the guardrail example. On the lower guardrail (when the balance drops by 49%) you are only recommending a 3% reduction in expenses.
That will make the withdrawal rate 9% at that stage. Isn't that too risky? What am I missing?

[SilverbackSimRacing]

Matt - helpful video. One question I have is on the investments example used (understand it's not a recommendation). Given a lot of those funds (top 3 in your chart as example) consist of the same company stock positions, what do you feel is the advantage of investing in funds that overlap?