114. Dear Dollar Diary, A2D, Episode 6 and Evan Reacts: Jackie's Story and her FIRE Journey
Broke at Forty
English - December 19, 2021 19:45 - 50 minutes - 47 MB - ★★★★★ - 2 ratingsSelf-Improvement Education Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Evan learned a great deal this week about Marketplace Healthcare and wants to discuss Premium Tax Credits (PTC's). Would he qualify as an early retiree? Is he on the right track with this thought process, or is he all washed up? Not discussed but as a teaser, would there even be enough qualifiable income from his taxable account? Would the Rule of 55 have to be utilized by taking some capital gains (or dividends) from the traditional portion of his 401k to come up with the total income amount? And for the main event of the episode, Evan shares Jackie's inspirational story of reaching FI at age 49. CORRECTION: Albeit small, Evan really meant to say "cash flow", but incorrectly used the words "self-insure" perhaps twice! It's been that kind of a week. Want to share your money story? Email us: [email protected]
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