Ep 30: What’s Your Desire To Retire?

How close are you to being ready to retire? Are your plans in place to act accordingly? Let’s talk about the different levels of desire to retire and what each means for planning

 

Read more and get additional resources here: https://philstaxhacks.com/podcast/ep-30-whats-your-desire-to-retire/ 

 

Today's rundown: 

0:41 - Phil shares what’s been keeping him busy lately at work.

2:07 - Where do you stand in terms of retirement readiness?

2:18 - Level 1: I don’t see myself retiring; I love what I do.

4:58 - Level 2: Maybe I could retire, but the pay at work is good.

5:59 - Level 3: I’d like to retire soon, but I’m not sure when I can.

7:31 - Level 4: Retirement is really starting to look good.

8:07 - Level 5: I have to retire now.

11:54 - Mailbag: Rolled over a 401k to an advisor who put it all into American funds. Is this okay or should I invest it somewhere else?

14:45 - Getting to Know You: What’s the worst punishment Phil got as a kid?