In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a real-life retirement planning case study featuring a fictitious couple, John and Jane, who are 55 and aiming to retire at 62. With $2 million in savings, they’re asking the question so many do: Can I retire early and still live comfortably? Using advanced financial planning tools, they break down how income, Social Security timing, healthcare, taxes, and investment decisions work together to determine the answer. Whether you're dreaming of early retirement or refining your retirement strategy, this episode walks you through how to analyze your own plan.

Listen in to learn about how a structured, tax-efficient financial plan can help you retire early—even with market volatility and rising healthcare costs. Through this case study, Radon and Murs reveal the strategic decisions behind a successful transition into retirement, including Roth conversion strategies, required minimum distributions (RMDs), and how to manage income during Social Security gaps.

·     How to retire at 55 with 2 million and what that lifestyle really looks like

·     Why the retirement planning at 55 stage is crucial for tax and investment decisions

·     The role of Social Security timing and how it impacts your portfolio withdrawals

·     How to use a Roth conversion strategy during low-income years to reduce long-term taxes

·     Why healthcare costs and Medicare planning must be part of your early retirement plan

“The question is never just ‘Can I retire?’—it's ‘Can I retire and still live the way I want to?’” — Murs Tariq

“Tax strategy in retirement isn't optional—it's essential if you want to keep more of what you've saved.” — Radon Stancil

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit: POMWealth.net/podcast