Case Study 1: Retiring Early to Travel

In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or taxes on short term gains. And while they feel good about how much they saved, they still worry that they won't have enough after they start traveling in their retirement years. 

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Chapters

• 3:31 Meet Nick and Noelle
• 5:50 Gathering data and organize their plan
• 20:06 Building strategies to optimize their plan
• 30:33 How can Nick and Noelle reach their goals?
• 47:53 What recommendations do we have for Nick and Noelle?
• 1:01:49 How do we implement strategies year round?