Tips to Retire Early Without Running Out of Money | FIRE Planning скачать в хорошем качестве

Tips to Retire Early Without Running Out of Money | FIRE Planning

Can a 30-something retire with $800K? Camilla has saved aggressively, paid off debt and built an $800K nest egg. Now, she’s wondering if it’s enough to live life on her terms. A former international school teacher and FIRE movement follower, she hopes to travel the world…without running out of money. Host Jamie Roô brings her together with Crystal, a Morgan Stanley advisor, to talk strategies like drawing income from her portfolio, managing taxes and building a plan for financial freedom. Explore more episodes: https://mgstn.ly/3ZyecWr Ready to find out more? See what working with a Morgan Stanley Financial Advisor is all about: https://mgstn.ly/41HQBA5 00:00 Introduction 00:34 Camilla's Dream To Retire Early 06:00 Meet Financial Advisor Crystal 08:04 Camilla’s Financial Portfolio Overview 10:54 Defining Retirement and New Work Mindsets 13:13 Strategies for Growing and Drawing Income 17:10 Explaining Roth Conversions 21:05 Running Goals-Based Plan Scenarios 23:48 Actionable Steps for Financial Independence 28:42 Money & Emotion: Closing Thoughts (CRC # 4529352)