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Retire to Escape a Bad Job, Downsize Prior to Retirement, Gifting Now or Later, No Financial Worries – Mailbag Episode

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Manage episode 372381209 series 2891513
Contenu fourni par Scott Sierens. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Scott Sierens ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

We’re back with another mailbag episode for today’s show! We’re here to answer financial questions from listeners just like you. Stick around and see what strategies you can learn from today’s show.

Eddie is 62 and hates his job but is making a great income. He asks if it would be a mistake to walk away from this job before retirement. Catherine asks if she should give some money to her grandkids while she’s still alive or wait until after she passes. Stay tuned as Scott explores the concept of being rich versus wealthy, weighs the pros and cons of gifting now versus later and answers a few other mailbag questions about downsizing a home and financial planning.

Here's what we’ll discuss in this episode:

  • “I’m 62 and making more money than I ever have, but I hate the politics involved in working for a Fortune 500 company. Would I regret retiring and walking away from this income?” (2:42)
  • “Should I give some money to my kids and grandkids while I’m still alive or just let them inherit everything when I pass?” (13:05)
  • “I’m positive that I have more than enough money to retire. Do you have any advice for someone like me or can I coast through life, financially speaking?” (18:56)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

  continue reading

154 episodes

Artwork
iconPartager
 
Manage episode 372381209 series 2891513
Contenu fourni par Scott Sierens. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Scott Sierens ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

We’re back with another mailbag episode for today’s show! We’re here to answer financial questions from listeners just like you. Stick around and see what strategies you can learn from today’s show.

Eddie is 62 and hates his job but is making a great income. He asks if it would be a mistake to walk away from this job before retirement. Catherine asks if she should give some money to her grandkids while she’s still alive or wait until after she passes. Stay tuned as Scott explores the concept of being rich versus wealthy, weighs the pros and cons of gifting now versus later and answers a few other mailbag questions about downsizing a home and financial planning.

Here's what we’ll discuss in this episode:

  • “I’m 62 and making more money than I ever have, but I hate the politics involved in working for a Fortune 500 company. Would I regret retiring and walking away from this income?” (2:42)
  • “Should I give some money to my kids and grandkids while I’m still alive or just let them inherit everything when I pass?” (13:05)
  • “I’m positive that I have more than enough money to retire. Do you have any advice for someone like me or can I coast through life, financially speaking?” (18:56)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

  continue reading

154 episodes

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