The Lifetime Income Series: Taking Early Retirement – The Joys and the Pitfalls

Special Guest: Larry Jacobson on “Demystifying Success”

This week Jim and John discuss the subject of taking early retirement. Early retirement can end up a blessing or a curse. Jim and John discuss the steps you need to know before that decision is made. Sometimes early retirement is not voluntary, but there is still planning that can be done. Jim stresses the importance of knowing your budget number, knowing your asset number, building in a surplus, planning for medical care, and having a back-up plan to prepare for the unexpected. They illustrate these steps through the case study of Robert and Nancy Green. The guest this week is Larry Jacobson, who will discuss his book, “Demystifying Success: Success Tools and Secrets They Don't Teach You in High School”.

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