『Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits』のカバーアート

Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits

Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits

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In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline? Eric breaks down how to stress-test your retirement plan for one-time expenses and offers tips for budgeting a major vacation while keeping your future goals intact.

Next, Eric tackles two more questions that hit close to home for many: how to turn a $500,000 nest egg into reliable retirement income, and what to do when you're leaving a job with benefits to go full-time self-employed.

Here’s some of what we discuss in this episode:

🎢 Budgeting for a big Disney trip without derailing retirement

💸 Creating reliable monthly income after retirement

📉 The role of annuities and CDs in income planning

🏥 Navigating health coverage when leaving a job with benefits

💻 Where to explore affordable individual insurance options

Get in touch with the Peterson Financial team: https://petersonfg.com/

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