About this episode
How close are you to being ready to retire? Are your plans in place to act accordingly? Let’s talk about the different levels of desire to retire and what each means for planning
Read more and get additional resources here: https://philstaxhacks.com/podcast/ep-30-whats-your-desire-to-retire/
Today's rundown:
0:41 - Phil shares what’s been keeping him busy lately at work.
2:07 - Where do you stand in terms of retirement readiness?
2:18 - Level 1: I don’t see myself retiring; I love what I do.
4:58 - Level 2: Maybe I could retire, but the pay at work is good.
5:59 - Level 3: I’d like to retire soon, but I’m not sure when I can.
7:31 - Level 4: Retirement is really starting to look good.
8:07 - Level 5: I have to retire now.
11:54 - Mailbag: Rolled over a 401k to an advisor who put it all into American funds. Is this okay or should I invest it somewhere else?
14:45 - Getting to Know You: What’s the worst punishment Phil got as a kid?
Get every episode summarized
Each time Phil's Tax Hacks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Phil's Tax Hacks
Volunteering: The Best Investment You Might Make In Retirement
Phil's Tax Hacks
A New Proposal Might Cap Your Social Security Payments
Phil's Tax Hacks
The Surprisingly Hard Part of Retirement Nobody Warns You About
Phil's Tax Hacks
What Happens to Your Retirement When Your Income Isn't Predictable?
Phil's Tax Hacks