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The Physician's Guide To Financial Wellness


Feb 28, 2022

Retiring earlier than the “traditional” retirement age brings with it a number of unique factors and considerations. In this episode, we dive into five of the most important areas to address if you’re planning to retire early, and what’s unique about these compared to someone who’s retiring a decade or more later. Specifically, we cover health insurance (including the important period between retirement and Medicare at age 65), cash flow considerations and the rules for withdrawing from various investment accounts (including which ones have more or less flexibility), safe withdrawal rates, and strategy from withdrawing from your accounts (while also balancing tax and other considerations), how to view your investment allocation and the difference between retirement and financial independence and making sure you know exactly what you’re retiring “to” before making the transition. 

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