Phil’s Tax Hacks

Ep 113: Mailbag – Retiring Early, Risk, and More

December 9, 2021

Are you thinking of retiring early? Is a budget necessary in retirement? Today, we are opening up the mailbag to answer some listener questions about retiring early, risk, pensions, budgets, and more.


Read more and get additional financial information:


What we discuss today: 

1:42 – “What key things should we know about retiring early?”

5:39 – “What kind of risks should I be aware of at 65?”

8:21 – “Should I take the lump sum of my pension or wait till I retire?”

11:57 – “Is a budget necessary in retirement?” 

15:45 – “Is having two brokers a bad idea?”