Welcome to the Early Retirement Roadmap podcast — a practical guide for people planning for early retirement, navigating financial independence, or learning how to thrive after leaving full-time work.
I’m your host, Mike Upland. I retired at 55 in 2024, and this podcast shares the real-world lessons I’ve learned before and after making the leap into early retirement.
If you’re in your 40s, 50s, or early 60s and wondering whether you can retire early — or if you’ve already retired and want to make the most of your freedom — you’re in the right place.
Each episode explores practical, relatable topics like early retirement planning, retirement income strategies, health insurance before Medicare, Affordable Care Act planning, taxes, Roth conversions, Social Security decisions, withdrawal strategies, market risk, spending, purpose, mindset, and the emotional side of life after work.
You’ll hear candid discussions about the victories, challenges, surprises, and trade-offs that come with early retirement — along with actionable ideas to help you build a financially secure and fulfilling post-career life.
For all my media in one place, check out the Early Retirement Roadmap YouTube channel and visit mikeupland.com.
Support the channel and get bonus resources on Patreon: https://www.patreon.com/cw/earlyretirementroadmap
Your early retirement journey starts here — subscribe or follow now so you never miss an episode.
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I Retired at 55 — Here’s the Risk Nobody Warns You About
Saison 4 · Épisode 12
lundi 3 août 2026 • Durée 11:06
The big question that's always asked when it comes to retirement planning is do you have enough money? But the risk nobody warns you about is retiring too late.
After retiring at 55, I’ve learned that money is only one part of the retirement decision. Time, health, energy, and actually being able to enjoy the life you worked for matter just as much.
In this episode, I share 5 lessons that changed how I think about retirement, spending, work, and the danger of waiting too long. We talk about high-energy dreams, the difference between protection dollars and life dollars, why “good enough” planning matters, the true cost of work, and why retirement only works if you’re building a life you actually want to enter.
I’m not saying everyone should retire at 55. I’m saying the risk of retiring too early gets plenty of attention — but the risk of retiring too late is real too.
If you’re planning for early retirement, thinking about retiring in your 50s or 60s, or wondering whether one more year of work is really worth it, this episode may help you think through the decision differently.
✅ Free resources available on my Patreon:
All of my Roadmap tools, checklists, worksheets, downloads, and resources are now free to members who join for free. That includes things like my ACA MAGI Estimator, retirement readiness scorecard, cash runway worksheet, 10 Ways to lower your ACA premiums ebook, Treasury bill ladder guide, CD ladder guide, quarterly retirement review worksheet, and more.
To get the free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap
Click **Join for Free**, then go to the **Tools** collection. You can download any of the free tools and resources there.
If you’d like to go a step further, the $5/month Roadmap Member tier includes early access to podcast episodes, ad-free podcast episodes, and access to the private Roadmap Member community discussion space.
💼 My Favorite Retirement Planning Tool! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
I Retired at 55. My Retirement Plan Is Intentionally Dumb.
Saison 4 · Épisode 12
lundi 27 juillet 2026 • Durée 15:01
I retired at 55 with an intentionally dumb retirement plan—simple retirement planning built around low-cost index funds, cash reserves, flexible spending, and fewer moving parts.
In this episode, I share the seven parts of my early retirement plan that I deliberately keep simple. That includes how I invest, why I use a small number of investments with clear jobs, how I avoid trying to predict the market, and why I treat retirement calculators and Monte Carlo simulations as tools—not guarantees.
I also explain why I don’t try to optimize every tax year, how I built flexibility into my retirement spending plan, and why every retirement strategy should pass the “spouse test.” A retirement plan shouldn’t require perfect forecasts, constant monitoring, or dozens of complicated decisions to keep working.
My goal is not to have the smartest-looking retirement plan. It is to have a resilient retirement plan that is easy to understand, hard to break, and flexible enough to handle market downturns, unexpected expenses, changing tax rules, and real life.
In this episode, we’ll cover:
• Why I prefer low-cost index funds and ETFs
• How cash, stocks, bonds, and taxable accounts each have a clear job
• Why I don’t make retirement decisions based on market predictions
• How I use Monte Carlo retirement projections without obsessing over the score
• Why minimizing taxes every single year is not always the best long-term strategy
• How spending guardrails make retirement more adaptable
• Why your spouse or another trusted person should be able to understand your plan
✅ Free resources available on my Patreon:
All of my Roadmap tools, checklists, worksheets, downloads, and resources are now free to members who join for free. That includes things like my ACA MAGI Estimator, retirement readiness scorecard, cash runway worksheet, 10 Ways to lower your ACA premiums ebook, Treasury bill ladder guide, CD ladder guide, quarterly retirement review worksheet, and more.
To get the free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap
I'm 57 & Retired: America Feels Too Expensive.
Saison 4 · Épisode 2
lundi 25 mai 2026 • Durée 14:34
Early retirement, retirement planning, cost of living, healthcare, insurance, and retiring in America are all starting to feel different than many of us expected.
I’m 57 and retired, and lately I’ve been asking myself a question I never expected to take seriously: Is America becoming too expensive to retire in?
In this episode, I talk about how rising costs feel different once the paycheck stops — groceries, property taxes, home insurance, auto insurance, healthcare, and everything else that can chip away at retirement confidence.
This is not a political episode. It’s a practical and personal look at how retirement in America feels right now, and why more retirees and near-retirees may be thinking about options they never considered before — moving to a lower-cost state, downsizing, renting, spending part of the year somewhere else, or even retiring abroad.
I’m not saying I’m leaving the United States, although I’ve been thinking about it as a future possibility. I’m not saying everyone should move abroad. But I am saying retirement planning is about more than hitting a number. It’s also about flexibility, quality of life, and whether the place you live still supports the retirement you imagined.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉 To get these free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap then click Join for Free, then click on the Tools collection. You can download any of them there.
💼 My Favorite Retirement Planning Tool! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here:
I’m 57 and Retired: 5 Things I Never Tell Anyone
Saison 4 · Épisode 1
lundi 18 mai 2026 • Durée 18:16
Early retirement, retirement planning, and financial independence all require more than just money — they also require boundaries. I’m 57 and retired, and these are 5 things I never tell anyone.
Some information is powerful. And once you share it, you don’t always control where it goes, how people repeat it, how they interpret it, or how they use it.
In this episode, I’m sharing five broad categories of things I’m very careful about sharing now that I’m retired — and many of these apply even if you’re still working and planning for retiremen
We’ll talk about why I don’t share exact financial numbers, salary, net worth, retirement income, exit plans, private opinions, personal vulnerabilities, passwords, identity information, social media, politics, religion, and even certain personal goals.
This isn’t about being secretive or trusting no one. It’s about knowing the difference between your inner circle and everyone else.
Because not everything private is secret.
Sometimes, it’s just none of their business.
If you’re planning for early retirement, already retired, or simply trying to protect your peace, this is a conversation worth having.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉 To get these free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap then click Join for Free, then click on the Tools collection. You can download any of them there.
💼 My Favorite Retirement Planning Tool! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here:
I Retired at 55: My 7 Layers to Avoid Running Out of Money
Épisode 22
lundi 11 mai 2026 • Durée 30:06
Running out of money in retirement is one of the biggest fears. I retired at 55, and in this episode, I share the 7 layers I use to protect my retirement plan.
When I was preparing to retire early, I kept asking myself: What if I’m wrong? What if the market crashes, healthcare costs more than expected, inflation stays high, taxes surprise me, or I live much longer than planned?
I’ll cover:
• Knowing your real spending floor
• Building a cash runway
• Stress-testing your retirement plan
• Understanding why retirement spending is not a straight line
• Why the 4% rule is only a starting point
• Planning healthcare and taxes together
• Building backup levers into your retirement plan
• Reviewing the plan without obsessing over it
This episode is especially helpful if you’re planning for early retirement, worried about sequence of returns risk, trying to manage Affordable Care Act health insurance before Medicare, or wondering how to create a retirement plan that can bend without breaking.
🎧 Episode mentioned during this podcast listen to next: The Cash Runway Plan: Build It, Store It, Refill It (Season 3, Episode 9)
Gen X retirement won’t look like Boomer retirement. Here’s why retirement planning is changing for Generation X, from Social Security to health insurance, 401(k)s, and early retirement.
For many Baby Boomers, retirement followed a more familiar path: work until around 65, collect Social Security, go on Medicare, maybe have a pension, and settle into a more traditional retirement lifestyle.
But for Gen X, retirement may look very different.
In this episode, I talk about why Generation X is facing a different retirement puzzle than many Boomers did — fewer pensions, more reliance on 401(k)s and individual retirement accounts, higher health insurance concerns before Medicare, more uncertainty around Social Security, and more pressure to design a retirement that actually fits real life.
We’ll look at why Gen X retirement may require more flexibility, more planning, and a different mindset — especially for anyone hoping to retire before 65.
Topics covered include:
Why Gen X retirement may be less of a template and more of a design project
How 401(k)s changed retirement planning
Why health insurance before Medicare can be a major early retirement issue
Why Social Security uncertainty matters for Gen X
How family obligations can complicate retirement
Why retirement is not just about your account balance
Why flexibility may be one of the most underrated retirement assets
If you’re in your 40s, 50s, or early 60s, this video is about rethinking what retirement could actually look like for you — not just copying the retirement model that worked for someone else.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
I Retired at 55: 10 Things You Need to Know
Saison 3 · Épisode 18
lundi 27 avril 2026 • Durée 25:47
Early retirement, retirement planning, retired at 55, and what to know before retirement—here are 10 lessons I’ve learned after 17 months of early retirement that could help you plan smarter.
When I retired at 55, I thought the hard part was getting the numbers to work. But after 17 months of actually living early retirement, I’ve learned that the money plan is only part of the story.
In this episode, I share 10 things I’ve learned about early retirement, including how retirement really feels, why time matters more than most people realize, how spending changes, why taxes and health insurance get more strategic, what market downturns feel like when you’re no longer earning a paycheck, and why identity, relationships, and health matter just as much as the financial side.
If you enjoy honest early retirement journeys and real-world retirement planning insights from someone actually living it, this video is for you.
If this video helped you, subscribe for more videos on early retirement, retirement planning, Affordable Care Act health insurance, taxes in retirement, Roth conversions, Social Security, and building a retirement life that actually works.
🎧 Episode mentioned during this podcast listen to next: The Cash Runway Plan: Build It, Store It, Refill It (Season 3, Episode 9)
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉 To get these free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap then click Join for Free, then click on the Tools collection. You can download any of them there.
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here:
The Hidden Social Security Math That Changes Early Retirement
Saison 3 · Épisode 17
lundi 20 avril 2026 • Durée 18:44
Social Security is a much bigger part of early retirement planning than most people realize. In this episode, I share early retirement planning tips on claiming age, portfolio pressure, and how Social Security can change when you can retire.
Most people treat Social Security like a separate decision.
It’s not.
The age you claim can affect how much pressure your portfolio has to carry, how long the years between retirement and Social Security have to last, how much government-backed lifetime income shows up later, and even how much you may need saved before you feel comfortable retiring.
In this episode, I walk through:
Why the usual break-even conversation is too narrow
What waiting to claim can cost your portfolio in the meantime
Why this matters especially for early retirees
How survivor benefits and sequence of returns risk fit into the decision
What the projected 2033 Social Security shortfall really means
The 5 questions I think early retirees should ask before deciding when to claim
If you’re planning for early retirement, already retired early, or trying to figure out how Social Security fits into your broader retirement income plan, this episode is for you.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉To get these free downloads, go to my Patreon, click Join for Free, then click on the Tools collection, and you can download any of them from there. While you're there, check out my different membership levels too! There is sure to be a level that fits your needs and budget.Join any paid tier level to get access to my entire tools collection, including my Early Retirement 5 Numbers Excel Worksheet, Cash Runway Calculator Worksheet, Treasury Bill and CD Ladder Guides I mentioned in this episode. Here is the link to my Patreon:
Your Roth Conversion Window Closes Faster Than You Think
Saison 3 · Épisode 16
lundi 13 avril 2026 • Durée 19:15
Early retirement planning tips matter a lot when it comes to Roth conversions. In this episode, I explain why your Roth conversion window can close faster than you think — and how ACA subsidies, Social Security, IRMAA, taxes, and timing can all shrink the opportunity.
If you are planning Roth conversions in early retirement, this is one of the biggest mistakes to avoid.
A lot of retirees assume they will have a long stretch of low-income years to gradually move money from pre-tax accounts into Roth accounts at favorable tax rates. But in real life, that window can get squeezed much faster than expected.
In this episode, I walk through 5 reasons why the Roth conversion window is often smaller than most retirees think, including:
ACA health insurance subsidy tradeoffs before Medicare
Social Security starting earlier than expected
IRMAA surcharges later on
Losing your best low-income years
Why market downturns can create Roth conversion opportunities
I also explain why paying Roth conversion taxes from outside cash can be more powerful than withholding taxes from the conversion itself.
If you are trying to plan early retirement withdrawals, reduce future Required Minimum Distributions, lower lifetime taxes, or think more strategically about Roth conversions, this episode will help you understand the tradeoffs.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉To get these free downloads, go to my Patreon, click Join for Free, then click on the Tools collection, and you can download any of them from there. While you're there, check out my different membership levels too! There is sure to be a level that fits your needs and budget.Join any paid tier level to get access to my entire tools collection, including my Early Retirement 5 Numbers Excel Worksheet, Cash Runway Calculator Worksheet, Treasury Bill and CD Ladder Guides I mentioned in this episode. Here is the link to my Patreon:
Retiring Soon? Don’t Make this Mistake
Saison 3 · Épisode 15
lundi 6 avril 2026 • Durée 12:39
Retiring soon? In this episode, I cover the biggest retirement planning mistake people make before retirement and the 7 things to figure out now, including spending, taxes, health insurance before Medicare, withdrawal strategy, and cash runway.
A lot of people do a good job saving for retirement, but they wait too long to plan the actual transition into retirement.
That’s the mistake.
In this episode, I walk through 7 key areas to get clear on before you retire so you’re not scrambling late in the game:
What retirement will actually cost
Where your retirement income will come from
Your withdrawal strategy
Health insurance before Medicare
Major financial loose ends to clean up
The mental side of retirement
Why a cash runway matters so much
If you’re planning for retirement or early retirement, this episode will help you think through the practical side of retirement planning, including retirement spending, taxes, Modified Adjusted Gross Income (MAGI), Affordable Care Act health insurance, and sequence of returns risk.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉To get these free downloads, go to my Patreon, click Join for Free, then click on the Tools collection, and you can download any of them from there. While you're there, check out my different membership levels too! There is sure to be a level that fits your needs and budget.Join any paid tier level to get access to my entire tools collection, including my Early Retirement 5 Numbers Excel Worksheet, Cash Runway Calculator Worksheet, Treasury Bill and CD Ladder Guides I mentioned in this episode. Here is the link to my Patreon:
Click **Join for Free**, then go to the **Tools** collection. You can download any of the free tools and resources there.
If you’d like to go a step further, the $5/month Roadmap Member tier includes early access to podcast episodes, ad-free podcast episodes, and access to the private Roadmap Member community discussion space.
💼 My Favorite Retirement Planning Tool! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
✅Free Resources available on my Patreon!:
📊Free MAGI calculator Excel template
📊Free 12-Step Early Retirement Planning Checklist
📊Free eBook: ACA Premium Shock Fix, 10 Ways to Pay Less for Marketplace Coverage All Year Long
👉 To get these free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap then click Join for Free, then click on the Tools collection. You can download any of them there.
📌 New companion tool for this episode: I created The 7 Layers Retirement Confidence Checklist to go with this episode. It’s a worksheet designed to help you review your own retirement plan, score each of the 7 layers, identify weak spots, and turn the vague fear of running out of money into specific planning actions. It’s available in my Patreon Tools Collection for any paid membership tier. Link to my Patreon here and click the Membership button to check out the different membership tiers: https://www.patreon.com/cw/earlyretirementroadmap
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
👉 To get these free downloads, go to my Patreon here: https://www.patreon.com/cw/earlyretirementroadmap then click Join for Free, then click on the Tools collection. You can download any of them there.
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
🌐 Visit my website for all my media, including my blog or to contact me about sponsorship or other business opportunities: https://mikeupland.com/
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
🎧Listen next to my recent podcast episode The Cash Runway Plan: Build It, Store It, Refill It mentioned it in this episode & the episode titled ACA MAGI: How to Calculate & Manage It for Big Savings!
💼 My Favorite Retirement Planning Tool, and that I mentioned in this episode! If you’re serious about planning for retirement, you’ve got to check out Boldin. It’s a powerful tool that helps you map out your financial future—whether you’re a DIY planner or just want to stress-test your retirement strategy.
👉 Try Boldin here: https://go.boldin.com/earlyretirementroadmap
Disclosure: This is an affiliate link, which means I earn a small commission if you decide to go on the paid plan after a free 2-week trial, or you can remain on the free plan, but I highly recommend the paid plan to use all its robust features! I personally use it for my retirement planning and love it! This link doesn’t cost you anything extra and helps to support the content I create. Thank you!
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DISCLAIMER: This episode is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
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