Money Wisdom

Should I Work 5 More Years or Retire Early?


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Money WisdomBy Johnson Brunetti

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

21 ratings


More shows like Money Wisdom

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,298 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

545 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

195 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

29 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners