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Early RetirementFinancial PlanningHealth InsuranceInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

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Early RetirementEarly Retirement LifestyleFinancial PlanningHealth InsuranceHealthcareRetire EarlyRetirementTax Planning

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

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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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Articles and Videos

Early RetirementFinancial PlanningHealth InsuranceInvesting During RetirementInvesting PrinciplesRetire EarlyRetirementTax Planning
January 24, 2026

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study.

How To Retire Early at 65 With $1.5 Million and Save Thousands in Taxes! A Real Retirement Case Study. One of the most common retirement questions people ask is simple—but…
Mark Whitaker
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Early RetirementEarly Retirement LifestyleFinancial PlanningHealth InsuranceHealthcareRetire EarlyRetirementTax Planning
January 17, 2026

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance

Early Retirement Before 65: How to Retire on $10,000 Per Month and Pay Under $100 Per Month for Health Insurance Early retirement before the age of 65 is possible, but…
Mark Whitaker
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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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