On today’s episode, Wes welcomes Producer Mallory to the studio to tackle more questions from the hypothetical Retire Sooner conference. They analyze options for when to take Social Security, examine the idea of downsizing or relocating in retirement, review three habits that many happy retirees seem to incorporate into their lives, and discuss which tax considerations retirees might want to keep in mind when planning for the future.
Learn more about your ad choices. Visit megaphone.fm/adchoices

On today’s episode, Wes welcomes Producer Mallory to the studio to tackle more questions from the hypothetical Retire Sooner conference. They analyze options for when to take Social Security, examine the idea of downsizing or relocating in retirement, review three habits that many happy retirees seem to incorporate into their lives, and discuss which tax considerations retirees might want to keep in mind when planning for the future.

Learn more about your ad choices. Visit megaphone.fm/adchoices