Many people want to retire early so they can travel, spend time with their family, and knock things off their bucket list. But most people don't.
Why is that?
Most likely it's because you don't have a financial advisor.
Today's guest, Karen Overall, didn't have a financial advisor while she was in the Navy. She just knew she'd have her pension. After serving for 16 years, she became a civil servant with the US government and got a second pension.
But when she wanted to start traveling in her later years, that's when she realized, “I can't retire.” Karen hired a financial advisor. With her two pensions and some adjustments, she was able to fill the gap and retire early. And so can you!
In this episode, you'll discover how you can fill your gap between retirement and retiring early. So you can travel, hang out with your family, and start crossing things off your bucket list!
Show Highlights Include:
- How joining the military teaches you investment strategies (5:27)
- Why having a Survivor Benefit Plan maximizes your pension from the Navy (6:56)
- The insane federal pension plan that sets you up for life (8:10)
- How having a financial advisor lets you retire earlier than you expect (11:28)