What $4.7M at 39 Really Gets You in Early Retirement - 607

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Bandit and Chili in Atlanta are 39 with $4.7M already invested. They’re gunning for early retirement at 55, but they spend $470K a year. Will the money last? That’s today on Your Money, Your Wealth® podcast number 607 with Joe Anderson, CFP® and Big Al Clopine, CPA. Before we get to Bluey’s folks, we have a couple home and mortgage questions: David Larry in Michigan wants to retire in 2 years at 64, and he's planning to sell a condo and build a $1.5M dream home. Do his finances and retirement planning look good, and is he crazy to try to pull this off? And Leon in Chicago threw half a million dollars extra at his mortgage, but now he’s wondering if a mortgage recast would help him free up cash flow and maybe work less someday.

Free Financial Resources in This Episode:

https://bit.ly/ymyw-607 (full show notes & episode transcript)

Tax-Free Retirement Guide - free download:

https://purefinancial.com/white-papers/tax-free-retirement-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-tax-free-retirement-guide&utm_content=ymyw-pod-ep607-description-whitepaper

Retirement Accounts Guide - free download:

https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep607-description-whitepaper

10 Common Roth IRA Mistakes That Can Cost You $50,000 (or More!) - YMYW TV:

https://purefinancial.com/ymyw/episodes/10-common-roth-ira-mistakes-that-can-cost-you-50000-or-more/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep607-description-tv-s12e04

Financial Blueprint (free, self-guided):