Think You Can Retire at 60? Let’s Find Out

Are you aiming for early retirement by age 60? It's not just about having enough money saved; it's about having a comprehensive strategy. Learn how to determine your retirement number, adjust your investment strategy, optimize your tax planning, reassess your insurance needs, and plan for the lifestyle you want in retirement. Discover the key steps you need to take to make early retirement a successful reality. 00:00 Introduction: The Dream of Early Retirement 01:04 Understanding Your Retirement Number 01:31 Evolving Your Investment Strategy 02:03 Mastering Tax Timing 02:27 Reevaluating Insurance Needs 02:51 Envisioning Your Retirement Life 03:15 Conclusion: Financial and Mental Readiness #retireearly Base Wealth Management (“the Firm”) is an SEC registered investment adviser located in Lakewood Ranch, Florida. Registration does not imply any specific level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or any state securities authority. BWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no strategy can ensure success or protect against loss in declining markets. For additional information, please review the Firm’s Form ADV, available at www.adviserinfo.sec.gov. SCHEDULE A CALL: https://basewealthmanagement.com/who-...