Ep 97: Can They Retire Early Without Regret? | Real Case Study.

Nov 14

Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn’t feel READY, the market felt SHAKY, and they weren’t sure if leaving work now would jeopardize their future.

They wanted freedom, but they also wanted peace of mind.

Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case study of how we helped them decide if NOW was the right time—and what gave them the clarity to move forward.

If you have questions, you can always reach out at hello@brindleandbay.com.

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In this episode:

[1:22] The case study

[6:03] Planning solutions

[11:08] Seeing the plan

[14:51] The planning outcome

Nicolas Davis