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How do you know if you can support your lifestyle after retirement without a paycheck? Deciding when to retire isn't just about the date on the calendar, it's about confidence, clarity, and knowing whether your lifestyle can truly support the transition. In this episode, Nick and Jake explore the factors that shape the "work longer or retire early" decision and the answer often has less to do with money than people expect.
Here's what we discuss in this episode:
🏡 Assessing Lifestyle Support: determining what it really takes to fund daily life
đź’µ Income & Expense Planning: aligning withdrawals and income sources with your needs
🎯 Goal-Based Investing: knowing when continued work supports bigger dreams
⚖️ Lifestyle & Tax Balance: finding the sweet spot between comfort and efficiency
đź§ Practical Retirement Guidance: simple steps for making a confident transition
📬 Mailbag Minute: rapid-fire answers to real listener questions
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai
By Johnson Brunetti4.5
2121 ratings
How do you know if you can support your lifestyle after retirement without a paycheck? Deciding when to retire isn't just about the date on the calendar, it's about confidence, clarity, and knowing whether your lifestyle can truly support the transition. In this episode, Nick and Jake explore the factors that shape the "work longer or retire early" decision and the answer often has less to do with money than people expect.
Here's what we discuss in this episode:
🏡 Assessing Lifestyle Support: determining what it really takes to fund daily life
đź’µ Income & Expense Planning: aligning withdrawals and income sources with your needs
🎯 Goal-Based Investing: knowing when continued work supports bigger dreams
⚖️ Lifestyle & Tax Balance: finding the sweet spot between comfort and efficiency
đź§ Practical Retirement Guidance: simple steps for making a confident transition
📬 Mailbag Minute: rapid-fire answers to real listener questions
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai

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