Latest / Your Life Simplified: A Financial & Wealth Management Podcast
5 Considerations for Early Retirement
Are you thinking about retiring early? In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss several things you should think about before retiring early. Considerations discussed include Roth conversions, capital gains, when to take social security and how much income you should take during retirement.
The skinny
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