02:06 - The key things to think about when approaching retirement
05:35 - Retiring without losing your purpose in life
10:24 - What is sequence risk?
11:42 - Managing sequence risk in your early retirement years
17:11 - How to think about Social Security in a retirement plan
20:40 - Should home equity be part of a retirement plan?
24:10 - The three ages to keep in mind when withdrawing from qualified plans
27:18 - The most important considerations when retiring early
28:56 - The biggest mistakes people make early in their retirement
31:31 - Summary of the biggest lessons from the episode
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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https://www.validea.com/the-education-of-a-financial-planner-podcast
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LinkedIn: https://www.linkedin.com/in/jcarbonneau
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LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/