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Market Update and What to Know about Rule 72t and Early Retirement

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Manage episode 354589938 series 3322284
内容由Wiser Wealth Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Wiser Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early.
Podcast Episodes Referenced:
- Ep 115: What could happen if you don’t prepare for retirement
- Ep 103: Your pre-retirement checklist

YouTube Videos to Reference:
- Changes to the 72t Interest Rates
- What is the Rule of 72t and Rule of 55?
- 3 Tips to Retire Early
Other Links:
- https://sutecpa.com/
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!
Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

218集单集

Artwork
icon分享
 
Manage episode 354589938 series 3322284
内容由Wiser Wealth Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Wiser Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early.
Podcast Episodes Referenced:
- Ep 115: What could happen if you don’t prepare for retirement
- Ep 103: Your pre-retirement checklist

YouTube Videos to Reference:
- Changes to the 72t Interest Rates
- What is the Rule of 72t and Rule of 55?
- 3 Tips to Retire Early
Other Links:
- https://sutecpa.com/
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!
Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

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