Meet, Nancy.
Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve got just over 1 million in retirement, in addition to my pension.
We would like to be able to take adult children and family on vacations while we still have the momentum to do so. I would like to cut back hours at about the age 62 or 63 but I’m curious as to at what point is it safe to cut back on hours( pay) before we actually retire? I don’t want to take my pension until I’m closer to 65 and the same goes for my social security until I’m 66.5. We don’t really have a budget, more so just flying by seat of pants and would like to feel calmer about our situation as we get closer and closer to our retirement(s).”
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Nicole is the Digital Marketing Assistant at Pete the Planner®. She produces the radio show, podcast, and TV show. Additionally, she runs all email campaigns, webinars, and client programming. Nicole can be found drinking a Kombucha wherever there is an outdoor music festival.