What If Your Retirement Math Doesn’t Work?


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By Joe Saul-Sehy. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back to full-time work. Then, he found out that the math wasn't working. What would you do? We'll share one family's story of taking control of your goals and then rebooting when the math still doesn't make sense. On today's show early-retirees JT and Tamzon join us to talk about adding flexibility into your planning.

Plus, are you a Medicare recipient? If so, it's an important open enrollment time for many. If not, you should plan ahead for the (ahem) increasing cost of healthcare. Danielle Kunkle Roberts from Boomer Benefits joins us to chat about all things Medicare. And in our second headline, we'll share how much your peers have saved for retirement. Want to gauge how you're doing? We'll have all the numbers.

Of course, we're also going to toss out the Haven Life Line and we'll still make room for Doug's trivia. Step aside, people! There's a new episode coming!

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