Paul Benson · Financial Autonomy · Do You Really Need Passive Income to Retire Early?
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modeled client scenarios to compare retirement ages with and without needing to sell down investments
age 55 without selling down; age 48 with selling down
“We can actually model different scenarios... what happens if expenses rise faster than expected or when the market's down or if you need a new roof, buy a car or possibly healthcare costs increase”
“Our mantra to clients for the last six or seven months now has been, shoot them in the back. You don't need to sell them on the way up, you want to sell them on the way down”
“‘live vesting being investing in your home… you need to make friends with a downsizer strategy… use that equity to fund retirement’”
“We have a prompt generator that is AI powered… you can pick an age and a setting, and it’ll give you practice scenarios.”
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