Schedule an Appointment
Client Login

Podcast: What if I want to retire early?

podcast retirement income toolkit
Retire Early Podcast Episode

In this episode of 'Money Talk with Skyler Fleming', Skyler is joined by Sherwood Greer, CFP®, RICP®. Together, they discuss the process of retirement planning and the importance of starting early. Sherwood shares his insights and tips on debt management, optimal investment strategies and the significance of envisioning retirement for motivation. He also suggests that young adults can benefit greatly from financial coaching as it provides personalized guidance and helps avoid common financial mistakes made by others. You’ll also find the steps one should take to ensure a smooth progression towards their financial future and discuss the advantages of early compound interest. Towards the end, Sherwood offers our free retirement income toolkit available at: www.RetirementIncomeToolkit.com.

 
The Money Talking points for today’s episode are:

1. What do you want retirement to look like?
2. How can you get the investment machine moving?

 

Episode Timeline 

 

00:00 Introduction to Early Retirement
01:39 Meet the Guest: Sherwood Greer
03:18 Rethinking Work and Retirement
04:36 Starting Early: The Power of Compounding
05:57 Investing Wisely for Young Adults
07:21 Balancing Life, Work, and Retirement Goals
10:40 The Value of Financial Coaching
13:14 Conclusion and Contact Information
14:38 Key Takeaways and Money Talking Points

Have you signed up for our free Retirement Income Toolkit video series?
Click here to check it out!

 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures