This week we have one of the more interesting BONUS calls that we’ve taken on Better Off. You know, life isn’t always as we plan it…it’s not always a simple, straight line. Things come up, especially health related items that can make it difficult when doing a financial plan. Mike from Tennessee falls into this category. Given some recent poor test scores, and the fact that his father died of a heart attack at 59, Mike, currently 49, wants to retire early. The good news is that Mike and his wife have a nest egg of about $2.5 million. Given that Mike is asymptomatic, we hope he lives a long life and is able to reap the rewards in retirement.
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Don’t forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview.
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For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/.