Are you in your 50s, financially prepared, and eager to retire early—but unsure if you truly can? Join Rachael Van Pelt on Next Act Ninjas as she dives deep into the critical questions you must ask before taking the early retirement plunge. This episode explores the hidden factors influencing your retirement timing, from health and stress management to realistic financial independence numbers and strategic lifestyle adjustments. Discover whether downsizing, going part-time, or tapping into home equity could bridge your financial gaps, and how shifting your mindset from wealth accumulation to wealth spending can set you up for a fulfilling Next Act. Learn how to balance financial practicality with emotional readiness, ensuring your retirement years are vibrant, purposeful, and financially secure.
Chapters
00:00 The Quest for Early Retirement
00:50 Why Retire Early?
04:01 Have You Reached Your Financial Independence (FI) Number?
05:28 What Do You Need to Do to Catch Up to FI?
08:10 What's Your Runway to Early Retirement?
08:51 One Man's Hybrid Approach to Early Retirement
10:52 Bridging the Gap to Age 59.5y
13:00 Mindset Shift for Retirement Lifestyle
15:03 Craft Your Early Retirement Plan
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Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K
Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery
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Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.
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⚠️ Disclaimer: We do not accept liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.
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