Welcome back to the early retirement podcast. This is going to be the podcast for you if you have a

pension or any other income that is going to be coming in throughout retirement. So if you have rental

income, if you have inheritance, if you anticipate doing part-time income, this is going to help

change the way you think about planning. And I'm going to tell you exactly why I'm doing this.

So if you look at my screen, I know a lot of you are listening on the podcast apps, I'm going to read it out. I will have a lot of people that will submit questions through my website, early retirement podcast.com, which you can do, and I'll have people book a call to work with us. This is someone who recently booked a call. I'm speaking to them in two months from now, and there's going to be a nice surprise for them, because I'm actually going to use them as a case study, but they don't know it today. So when I speak to them, I'll say, hey, I actually ran a kind of case study for your case, not to say the word twice, but it might give them a little bit of insight before,

you know, they actually start working with us. So anyways, to get to the point here,

I say, please share anything that will help prepare for our meeting. And they said the following.

I plan to retire early 2026. I'll have a pension with 100% survivor benefits,

$220,000 a year. W wife is five years younger, highly compensated,

a million plus a year, and won't retire until 2030, 2035. So who wants to be their best friend?

Just kidding. Okay. So guys, they're obviously in a good spot. They know that. Why are they

reaching out? I imagine it's because they're seeking guidance on tax strategy and maybe they don't want to be an advisor in retirement and have to handle the finances. I don't know. But that is why we exist and I get to explore that on a call with them, just like I can do with any of you guys. Now, today I'm going to start with my favorite quick story. I'm going to go

through a review, an interesting one for you. And as always, these videos are going to stay on YouTube,

so you can watch this. If you're listening on the podcast app, awesome, that is how I listen to

podcasts. I rely on all of your feedback to help me grow the show. So if you find

anything we discussed somewhat valuable, please do leave a review. I appreciate it more than you know.

Now, here's my fun quick story. So this couple reached out months ago and they said,

this is going to sound really weird, Ari, but I'm 83, and I have 100% equity.

So you're going to, like, freak out.

I said, maybe, maybe not.

Like, I don't freak out that easily.

They're like, okay, big shot.

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