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.
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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
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