“Enough” is different for everyone.

Email received below: 🚨

Thank you for your YT videos. Giving me more confidence yet still haven't pulled the trigger on an early retirement. Health worries me and I know it's time to get serious, but hard to do after 40+ years of working.

Would appreciate any guidance on my situation you're willing to give. I'd prefer my wife to be anonymous should you use this as a video idea but I know you often use John Sample so that's fine with me.

Age: 59 & wife is 56 (leaving anonymous).
Details: wife has a pension of $45k/year with a COLA. I have no pension.
SS: Planning on SS for me at 70 ($4,200) and wife will get spousal at FRA. Open to other options.
Assets: 401(k) - $2.6M, Brokerage $650k, Roth IRA - $410k, Wife Roth IRA $114k, 403(b) - $67k, IRA $1.1M, HSA - $45k

How soon can I retire with total confidence (since I know enough to be dangerous)?!

Like most, tax planning is the area I'm seeking guidance on as well as ensuring my withdrawal strategy is proficient so I never run the risk of running out.

Appreciate the show and you and James are the best in the business.

Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

Interested in a custom strategy to retire early? →
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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

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Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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⚠️ "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.
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⭐ Please comment below when you're planning to retire and what you are most excited to start spending more time on when you retire ⭐f