Doug continues his conversation with Rusty about how to optimize the final year before (early) retirement. They discuss using debt responsibly, leveraging home equity & securities-backed lines of credit to maintain cash flow, navigating the complexities of post-retirement healthcare, and managing emotional & practical withdrawal strategies.
Do you like the podcast and want to support the show? Follow the link to find out how: https://milehighfi.com/support/
Curious to know exactly what products Doug uses? Check out his Amazon lists below. *Affiliate links below, so if you buy something or spend money, we might earn a commission. That helps the show and doesn’t cost you anything extra. Thank you!
Want to order MHFI stickers/temporary tattoos or create your own custom stickers? Of course you do! We ALL do! Order them here using our affiliate link so that we might earn a commission: https://www.stickermule.com/dougcunnington
Links
—
Join the Mile High FI Club – It’s the email list!
Get MHFi Merch – It helps support the show. Get t-shirts & more
**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**
Brought To You By:
The Doug Show, aka Affiliate Marketing & Side Hustles
Email the show: [email protected]
0:00 Introduction
2:32 Mortgages, refinancing, HELOCs
9:18 Securities-backed line of credit
18:38 Healthcare after leaving work
24:23 ACA subsidy cliff
32:05 Withdrawal stress & strategies
40:03 Bucket strategy & a retirement paycheck 48:08 Donating to charity
55:06 Funding a 529 & legacy giving
1:02:45 Soundcheck – Beer
Carl and Doug unpack the pursuit of happiness and the winding road to early retirement. From life's unexpected twists to the importance of relationships...
Doug chats with Brad Finley who is on the cusp of early retirement. Brad discusses the decision to leave his W-2 job, steps he’s...
Doug and his co-host Amberly talk about something taboo but very important - death. They each share their own experiences with the death of...