There's really only one way for you to reach a level of success I know you want for yourself. And that's retire early. Now, hear me out. I would love for you to push back. I would love for you to say, no, James, I love my job. I have no plans to retire early. And that's the problem. You have no plans. In order to reach the level of success you want for yourself, you have to have a plan. You have to retire early. Now, retiring early does not mean you get out of the game. You can retire early and still keep doing what you love. But early retirement is a mindset. It's not a destination. So in today's video, I'm going to walk you through how you can approach life in this way. And I'm going to show you the opportunities open up when

you retire early. To show you what it looks like when you retire early, we're going to walk

through a case study. This case study is Brad and Vicki, their sample clients that I'm used

to illustrate this. None of this is intended to be advice. This is simply using them as a case

study, as a starting point, to illustrate what can happen when you do things right.

Now, as you look at their numbers, if your numbers are different, that's not the point.

Whether you have more money or less money, what I want to walk you through is a framework.

All of you should be going through in order to retire early.

So here's Brad, here's Vicky.

Today, they're both 55 years old.

You can see their portfolio today between 401k's joint accounts, Roth IRAs, roll over IRAs. They have about $2.3 million

today. What I want to focus on is their goals. My guess is most of you, when you think about

when do you want to retire, 65 is probably an age that comes up for a lot of people.

Why? Well, that's what you're supposed to do. That's when Medicare starts. That's when you have not a full social security benefit, but a social security benefit that's fairly solid. You're a few years into that record. That seems like a nice round number. So one of the themes here is we're going to put aside the supposed to, and we're going to walk through what should you be doing based on your specific plan. That's what they should be doing. This is what they think they're supposed to be doing. Retire at 65. When they retired, we went through a worksheet or we went through an exercise of what you want life to look like. You want to retire and be bored to death. you want to retire and have the means to do what you want to do. So to them, this is $9,500 per month of living expenses. On top of that,

we're factoring in other expenses, whether that's health care, whether that's travel,

whether that's charitable giving, supporting a daughter's wedding, car purchases every 10 years or so,

we made this specific to them.

Your numbers might be more.

Your numbers might be less.

In fact, if you want to go to this very same exercise with us using your specific numbers,

you can get access, link below.

The Retirement Planning Academy gives you access to the software.

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