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Want To Retire Early? Here’s What You Need to Know- Season 8: Episode 11

In the financial planning world, a lot of focus is put (rightly) on those who want to retire around age 65, give or take a few years.  But what about people who are looking to hang it all up well before that age – maybe 55, 50, or even younger?

It’s more common than you might think. Doing it successfully, though, is a much bigger challenge. After all, your nest egg needs to last at least as long as you do, and at that age you’re not yet eligible for Medicare or Social Security.  So how do you make it happen?

There are ways to do it.  Learn more from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group.

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