Retiring Early in 5 Years? Do THIS First - podcast episode cover

Retiring Early in 5 Years? Do THIS First

Apr 10, 202642 minEp. 735
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Episode description

Thinking about early retirement in the next 5 years? This episode breaks down exactly how to prepare—financially and emotionally—so you don’t just retire early, but stay retired. Mindy Jensen and Scott Trench walk through the critical steps to stress test your portfolio, plan for healthcare costs, optimize your tax strategy, and build a realistic withdrawal plan. Plus, they cover the often-overlooked side of FIRE: your health, purpose, and lifestyle design. If you’re in the “messy middle” or approaching financial independence, this is your blueprint to confidently retire early without costly mistakes.

To go beyond the podcast:

We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order!

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