Welcome back to the early retirement podcast. We're going to have some fun today. These are the

seven steps so that you can retire early with confidence. Some of you are watching this video

and you're already retired. This might give you some new thoughts. Some of you are 10 years out,

five years out, one year out from retirement going, did I miss anything and I want to make sure

health care and tax strategy

and where do I pull income from? That's what today is going to be all about. What are the steps to

make sure you didn't miss anything? So you don't retire and go, shoot, I should have looked at this.

Why didn't I think about that? And really, it's so you have the confidence when you do retire

to go, I am not missing

anything and I'm fully confident I'm in a great spot so with that being said what I'm going to

start with today if you are new to the podcast welcome I do these episodes on the podcast app

as well as on YouTube so if you're watching on YouTube you can of course see me. Now, I'm a

checklist guy. I like checklists. It's fun. You're going to see on my screen, and I'm going to

explain it as well, for those listening. This is a fun checklist, and you can see it's titled,

what issues should I consider before I retire? And there are a lot. This is the full checklist that I go through with

clients. So everything from, well, your cash flow needs change. Will you receive a pension? How does

Social Security get impacted? Are you married? What if there's inheritance? There's so many

different things. This is the full checklist. Now, you can get access to that inside of the academy.

Now, today, I'm going to give you my seven key steps. And these are the key steps, because some

of these on this checklist here, they're good, but if you see, you know, one of these here,

are you disabled? If so, you might be eligible for certain benefits. Well, many of you are not disabled, so that just doesn't apply to you. I want to give you the most hard-hitting steps, and we're going to hop right in. So, number one, in a lot of what I'm going to go through, by the way, I know I hate these little disclaimers before this, but a lot of what I'm going to go through, I'm going to use real examples from my clients,

but please know it's all for fun, informational, educational purposes only. Okay, guys? So,

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