Sailing into an Early Retirement | Complete Wealth Management Podcast E13

Complete Wealth Management With Dave Alison

Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen?
That's precisely what our wealth management client's, Jayne and James, did!
In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decision to exit the full-time workforce at the early age of 50 to concentrate on their passion for travel and sailing.
As we sail along with them in our conversation, you'll hear their journey - James, a former Meta (Facebook) Engineering Director and Jayne, who was in marketing at Stanford University shed light on:
👉 Early retirement decisions
👉The qualitative & quantitative aspects of their decision-making process
👉 Leaving the workforce during peak income-earning stage of life.
If you are considering an If you are considering an early retirement, or just looking for inspiration on pursing your passion, check this episode out! retirement, check this episode out!
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To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Chapters

1. Sailing into an Early Retirement | Complete Wealth Management Podcast E13 (00:00:00)

2. Sailing into an Early Retirement Opening (00:00:08)

3. Client Experience Spotlight: About James & Jayne (00:04:10)

4. Identifying Your Windows of Opportunities (00:08:46)

5. Quantitative Factors That Impacted The Decision To Retire (00:15:55)

6. Having a Work Optional Life & Still Finding Purpose (00:19:15)

7. Unexpected Challenges or Aspects The Transition (00:23:15)

8. Dealing with Stock Market Volatility (00:27:08)

9. Favorite Sailing Designations So Far (00:27:50)