Latest / Money & Taxes from Bb to XYZ
How to Set — or Reset — Your Retirement Date
Whether you’re working toward financial independence or retirement, what’s its start date? If you’re setting — or resetting — yours, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will talk you through how to choose your when.
We’ll explain why you should set a retirement date if being work-free or work-optional someday is a goal of yours. We’ll also share why it’s ok to put off financial independence or reset your retirement date at any time. And we’ll tell you why you should work with a pro to make it happen the right way.
Have a money or tax question for us? Send it to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.