Retire Early Podcast Por Sam Benson & Linwood Fraher arte de portada

Retire Early

Retire Early

De: Sam Benson & Linwood Fraher
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 Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estate planning, and actionable financial advice. We’ll feature expert insights, inspiring stories, and practical tools to empower you on your journey toward early retirement. Whether you’re planning to retire in 5 years or 15, ”The Retire Early Podcast” equips you with the knowledge and confidence to secure your financial future, maximize your wealth, and enjoy the retirement lifestyle you deserve. Subscribe today and join our community committed to retiring early and thriving in retirement!Copyright 2025 All rights reserved. Desarrollo Personal Economía Éxito Personal
Episodios
  • Retirement Planning: Tax Tips to Boost Your Wealth

    Retirement Planning: Tax Tips to Boost Your Wealth
    Jun 10 2025

    In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher discuss how taxes can impact your retirement plans and share strategies to minimize tax burdens. They explain the differences between ordinary income tax and capital gains tax, the benefits of tax loss harvesting, and the advantages of working with a tax professional. Additionally, they explore the significance of Roth contributions, itemizing deductions, and understanding your marginal and effective tax rates. The episode also covers tactics such as qualifying charitable distributions and deferred compensation plans to optimize tax efficiency during retirement.

    http://retirewithmartin.com/ <- Learn about working with us

    www.planwellretirehappy.com

    00:00 Introduction to Today's Episode 00:55 Meet the Hosts 01:12 Personal Updates from the Hosts 02:12 Introduction to Tax Strategies 02:24 Understanding Tax Brackets 04:15 Client Case Study: Buying a Truck 06:08 Tax Strategies for Retirement 12:45 The Importance of Professional Tax Help 14:27 Tax Considerations for Social Security 16:02 Capital Gains vs. Ordinary Income 19:23 Charitable Contributions and Deferred Compensation 21:17 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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    23 m
  • Retirement Catch-Up: Strategies for Late Starters

    Retirement Catch-Up: Strategies for Late Starters
    Jun 3 2025

    In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher address a critical concern: is it too late to start saving for retirement if you're behind? They discuss practical strategies for those who haven't started saving or have minimal savings by age 40 or 50. Key takeaways include setting clear retirement goals, utilizing employer 401k matches, investing in IRAs, and the importance of automating savings. They also emphasize working longer, saving more, and reducing debt to secure a comfortable retirement. The episode is filled with actionable advice to help late starters build a strong financial future.

    http://retirewithmartin.com/ <- Learn about working with us

    www.planwellretirehappy.com Article referenced: https://www.ramseysolutions.com/retirement/40-with-no-savings-retire-a-millionaire

    00:00 Introduction: Is It Too Late to Start Saving for Retirement? 00:54 Meet the Hosts: Sam Benson and Lin Wood Freyer 01:48 The Importance of Starting Now 02:30 Real-Life Example: Starting Late and Succeeding 03:38 Defining Your Retirement Goals 05:23 Maximizing Your Savings: 401k, IRAs, and More 08:10 Strategies for Catching Up: Saving More and Spending Less 09:50 Automating Your Savings 12:37 Final Thoughts and Encouragement 15:44 Conclusion and Contact Information Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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    17 m
  • What should you do with that old 401k?

    What should you do with that old 401k?
    May 27 2025

    In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher discuss the important decisions to make regarding 401ks after leaving a job or retiring. They outline the four primary options: leaving it with the current employer, rolling it over to a new employer’s plan, rolling it into an IRA, and cashing it out. They highlight the pros and cons of each option and emphasize the importance of knowing the tax implications. The episode also touches on the growing issue of using credit for everyday expenses and the financial pitfalls it can create. Join Sam and Linwood as they provide valuable insights to ensure your retirement planning stays on track.

    http://retirewithmartin.com/ <- Learn about working with us

    www.planwellretirehappy.com

    00:00 Introduction and Greetings 00:41 Understanding 401(k) Options 04:20 Option 1: Leaving Your 401(k) with Your Former Employer 07:38 Option 2: Rolling Over to a New Employer's 401(k) 12:22 Option 3: Rolling Over to an IRA 22:20 Option 4: Withdrawing from Your 401(k) 24:59 Financial Pitfalls and Final Thoughts 31:23 Conclusion and Farewell Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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    32 m
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