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Retire Early

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

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Financial PlanningHealthcareRetire EarlyRetirementTax Planning

Retirement After Losing a Spouse: A Real Case Study with Video

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Early RetirementEarly Retirement LifestyleEconomyFinancial PlanningInvesting During RetirementRetire EarlyRetirementTax PlanningTravel

I Wish We Had Saved More for Retirement: A Hard Truth Many Couples Face

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Retire Early

How This Couple Added $300,000 to Their Retirement | Case Study

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401(k)BudgetEarly RetirementEarly Retirement LifestyleEconomyFinancial PlanningHealth Care MarketplaceHealth InsuranceHealthcareInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning

Laid Off at 62: Can Stacy Afford to Retire Now? A Real-Life Case Study

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Early RetirementEconomyFinancial PlanningHealth InsuranceInvesting During RetirementRestricted Stock Units (RSUs)Retire EarlyRetirementTax Planning

Retiring at 60 with $2 Million: Can Tom and Deb Afford to Quit Now? (Real Case Study)

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Articles and Videos

Retire Early
January 5, 2026

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026

2025 Market Reality Check: What the Data Says About Tariffs, Bubbles, Gold, and Staying Invested in 2026 Introduction: Headlines vs. Reality in 2025 If you follow financial news in 2025,…
Mark Whitaker
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Financial PlanningHealthcareRetire EarlyRetirementTax Planning
December 15, 2025

Retirement After Losing a Spouse: A Real Case Study with Video

Retirement Case Study: How to Create Sustainable Income After the Loss of a Spouse Losing a spouse is one of the most difficult life transitions anyone can experience. Beyond the…
Mark Whitaker
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Early RetirementEarly Retirement LifestyleEconomyFinancial PlanningInvesting During RetirementRetire EarlyRetirementTax PlanningTravel
December 11, 2025

I Wish We Had Saved More for Retirement: A Hard Truth Many Couples Face

I Wish We Had Saved More for Retirement: A Hard Truth Many Couples Face One of the most common things I hear from people in their 50s and 60s is…
Mark Whitaker
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Retire Early
November 22, 2025

How This Couple Added $300,000 to Their Retirement | Case Study

Joe and Jessica are a hypothetical retired couple with $3 million saved who want to retire at 65 and maximize income while protecting long-term security. By optimizing Social Security timing,…
Mark Whitaker
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401(k)BudgetEarly RetirementEarly Retirement LifestyleEconomyFinancial PlanningHealth Care MarketplaceHealth InsuranceHealthcareInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning
November 8, 2025

Laid Off at 62: Can Stacy Afford to Retire Now? A Real-Life Case Study

Introduction Stacy is 62, recently laid off, and wondering whether she can afford to retire — or whether she needs to start job hunting again.She has $1.5 million saved, a…
Mark Whitaker
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Early RetirementEconomyFinancial PlanningHealth InsuranceInvesting During RetirementRestricted Stock Units (RSUs)Retire EarlyRetirementTax Planning
November 3, 2025

Retiring at 60 with $2 Million: Can Tom and Deb Afford to Quit Now? (Real Case Study)

Introduction Tom, a 60-year-old software engineer, has spent his career building software and saving diligently. But lately, the rumor mill at work has been buzzing — layoffs might be coming.…
Mark Whitaker
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