Retire In Texas
Retire In Texas
Darryl Lyons
Filling The Gap For Early Retirement with Naval Veteran and Civil Servant Karen Overall
18 minutes Posted Jun 8, 2022 at 4:00 am.
Many people want to retire early so they can travel, spend time with their family, and knock things off their bucket list. But most people just stay home and watch TV. Why is that? When you try to do everything yourself—like growing your finances—you commit mistakes that devour your nest egg.  Don’t worry, there’s a simple solution:  Today's guest, Karen Overall, didn't have  financial freedom  while she was in the Navy. But when she wanted to travel in her later years, she realized she needed a financial advisor. And so do you! In this episode, you'll discover how you can fill your gap between retirement and retiring early. So you can travel, hang out with your family, and start crossing things off your bucket list! Listen now! Show Highlights Include: How joining the military teaches you investment strategies to grow your portfolio
Why having a Survivor Benefit Plan maximizes your pension
The insane federal pension plan that lets you cash out 5-10 years earlier than your neighbour
How a financial advisor lets you retire earlier than you expect
0:00
18:24
Download MP3
Show notes
Many people want to retire early so they can travel, spend time with their family, and knock things off their bucket list. But most people just stay home and watch TV. Why is that? When you try to do everything yourself—like growing your finances—you commit mistakes that devour your nest egg.  Don’t worry, there’s a simple solution:  Today's guest, Karen Overall, didn't have  financial freedom  while she was in the Navy. But when she wanted to travel in her later years, she realized she needed a financial advisor. And so do you! In this episode, you'll discover how you can fill your gap between retirement and retiring early. So you can travel, hang out with your family, and start crossing things off your bucket list! Listen now! Show Highlights Include: How joining the military teaches you investment strategies to grow your portfolio (5:27) Why having a Survivor Benefit Plan maximizes your pension (6:56) The insane federal pension plan that lets you cash out 5-10 years earlier than your neighbour (8:10) How a financial advisor lets you retire earlier than you expect (11:28)