Ep. 344: Want to Retire? Ask The Right Questions

New to the show this week, Pete and Damian present: The Best Email of the Year!  Believe us, you don’t want to miss this one. They’ll explain it all when you click Play below.
Can’t listen? Check the Show Notes!

Show Notes:

  • Our first writer, (who sadly does not have the email of the year), brings the Dunn gentlemen an interesting scenario: They are a working couple, no children, with a 10+ year age difference. He’s 50, she’s 60. The husband wants to retire between 55-60. Hint: That’s earlier than ‘retirement age.’
  • Pete and Damian immediately serve up questions that should be top of mind for the Mister: 1) What would be your source of income? Retiring young means you won’t have access to Social Security Retirement Benefits. 2) What’s your plan for healthcare coverage? Let’s face it, healthcare will surely cost more in our more advanced years.
  • And then comes the playfully described Email of The Year. You should really click PLAY to hear this one. There’s really no other way around it other than to say, presentation is a form of communication.

Something Special

  • Forget-Me-Not: Introducing Hey Money – our new service for all! Get instant access to financial experts whenever you need it to help you solve your toughest (or easiest) money conundrums. Get on the Hey Money Launch List for EXCLUSIVE first access. The Launch List is the only way to access Hey Money for the first few weeks when we launching in early February.


Click PLAY below to hear to catch up on the latest with Pete and Damian!

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