Are you in your early 50s and dreaming of retiring early? It’s a feasible goal with the right financial planning but there are milestone ages that you need to take into account.

Retiring early means different things to different people. For some, it's bowing out before the traditional retirement age, while for others, it's about clocking out permanently while still in their fifties. But regardless of how you define 'early,' there are certain financial considerations that are pivotal in the planning process.

We’ll lay out the ages you need to know about and the planning that needs to take place as a result.

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

0:00 – Intro

2:05 – Age 65

4:36 – Age 62

7:10 – Age 59.5

10:45 – Get a jump on planning

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

The idea of retirement is one that’s filled with plenty of rest and relaxation, but the reality is stress doesn’t go away. From losing the structure of a daily routine to the challenges of socializing and finding a new purpose, the pitfalls of retirement can certainly increase the stress you’re feeling.

We heard from someone recently who had this concern about their upcoming transition so we want to address the unexpected stresses that come with leaving the workforce. Here’s the scenario John will discuss:

I heard someone talking the other day about how stressful life has been for her since she retired. Maybe I'm missing the point of retirement because I thought the idea was to reduce stress. But now I'm second-guessing my plans to retire in about six months. What am I missing?

Whether you're six months or several years away from retirement, this topic could change the way you approach your golden years.

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

We’re just a few months away from another election and everyone anticipates it being another year, so what does that mean for your investments? When uncertainty starts to increase, there’s often a strong marketing push for buying gold, but is now a good time to do that?

Today we’ll answer that question with a discussion on the role of gold in your portfolio as we prepare for election year madness. Uncover the truths behind gold's historical performance and whether it truly is the investment armor against volatile markets.

This isn’t just a question for election years so let’s break down the truth behind gold as an investment.

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

0:00 - Intro

1:19 – Gold’s return over time

3:50 – The marketing behind buying gold

5:51 – Apocalypse preparation

7:39 – ‘This time is different’

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446