Decided to Retire at 62 | Case Study!

Curious about early retirement? Meet Tom (61) and Brenda (57) as we explore their journey to financial freedom. In this case study, we answer three key questions: Can they retire early? Can they increase their spending? When should they claim Social Security? Discover practical insights and strategies that could help you achieve your dream to retire by 62. Don’t miss this real-life example packed with valuable advice for pre-retirees!

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🔑 KEY TOPICS
0:00 - Intro
1:07 - Background Info
3:44 - Questions
9:08 - Tax Horizons
13:13 - Market Fluctuations
15:19 - Conclusion
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💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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CONNECT 🤝
Nick's Newsletter: https://www.newsletter.brindleandbay....
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Linkedin:   / about  
YouTube:    / @brindleandbay  
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CONTACT ☎
Website:
Phone: (214) 988-9178
Email: [email protected]