Jennifer Allen, a Catching Up to FI Facebook community member, joins us for her first podcast! We talk about her journey to FI in her early 50s from a health scare wake-up call at 40. We touch on topics like spousal buy-in, geo-arbitrage, FI healthcare prior to Medicare, tax and income optimization in retirement, and IRMAA, among many others.

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Resources mentioned on the show:

Mr. Money Mustache - The Shockingly Simple Math Behind Early Retirement

The Mad Fientist

ChooseFI

Frugalwoods

Empower (formerly Personal Capital)

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.