Is retiring in your 50s actually realistic for everyday Americans?

According to a recent NerdWallet survey, the average target retirement age for households earning $100,000+ isn't 65—it's 58.

And these aren't tech moguls or lottery winners.

They're teachers, small business owners, and dual-income couples who’ve steadily built their nest eggs and now want to enjoy their healthy, active years while they can.

But retiring in your 50s requires a very different kind of plan.

One that accounts for early withdrawal penalties, health insurance gaps, and delayed Social Security.

These obstacles are the "triple threats" of early retirement.

In today’s episode, I’ll share how to combat them and provide a simple 5-step process for turning your retirement vision into a reality.

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We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Schedule a Complimentary Discovery Meeting to Learn More.

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EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Get Your FREE Retirement & Tax Analysis!

What if everything you've learned about money completely changes once you cross the $1 million mark?

Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start.

Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "The Wealth Ladder."

In this conversation, we explore:

▸ Why retirement savers with $1-10 million often feel "stuck"

▸ The surprising reason wealthy retirees are more likely to LOSE wealth than those with less money

▸ Why your investment portfolio becomes more important than your income at this stage

▸ The academic research showing good health is worth $400,000 per year

If you're nearing retirement (or already there), you'll learn why crossing the million-dollar mark isn't the finish line—it's when the game changes entirely.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Schedule a Complimentary Discovery Meeting to Learn More.

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Get Your FREE Retirement & Tax Analysis!

A recent study reported that 76% of retirees regret not saving more money.

But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting:

Their deepest regrets actually have little to do with financial shortfalls.

Instead, they revolve around critical aspects of financial planning that significantly impact purpose, independence, and fulfillment in your golden years.

In this episode, I'm revealing three (3) retirement regrets that many people don't consider until it's too late.

I'm also sharing how to avoid the same mistakes so YOUR retirement is fulfilling instead of filled with regret.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

📊 Get Your FREE Retirement & Tax Analysis!