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What Happens If You Retire Into a Market Crash? (A Real Retirement Stress Test)

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Retire Earlier Than You Think (Stop Waiting)

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Can You Retire With a Mortgage? The Answer Might Surprise You

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The 5 Phases of Tax Planning in Retirement (How Strategic Tax Moves Can Save Millions)

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What History Tells Us About Bull and Bear Markets During Times of War

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Early Retirement Early Retirement Lifestyle Financial Planning Health Care Marketplace Health Insurance Investment Principles Retire Early Retirement Tax Planning

Early Retirement Case Study: Is $2.9M Enough at 62?

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Articles and Videos

April 4, 2026

What Happens If You Retire Into a Market Crash? (A Real Retirement Stress Test)

What Happens If You Retire Into a Market Crash? (A Real Retirement Stress Test) Introduction: The Worst Time to Retire… or Is It? What if you retired right when everything…

Mark Whitaker

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Budget Early Retirement Early Retirement Lifestyle Economy Financial Planning Health Insurance Healthcare Retire Early Retirement Travel

March 31, 2026

Retire Earlier Than You Think (Stop Waiting)

Why You Should Retire Sooner Than You Think (And Stop Waiting) If you’ve spent years saving, researching, and planning for retirement, there’s a good chance you’re more prepared than you…

Mark Whitaker

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Budget Early Retirement Early Retirement Lifestyle Investing Investment Principles Mortgage Retire Early Retirement Tax Planning Travel

March 28, 2026

Can You Retire With a Mortgage? The Answer Might Surprise You

Can You Retire With a Mortgage? The Answer Might Surprise You “We’ll retire once the house is paid off.” It’s one of the most common financial rules people follow—but it…

Mark Whitaker

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March 14, 2026

The 5 Phases of Tax Planning in Retirement (How Strategic Tax Moves Can Save Millions)

The 5 Phases of Tax Planning in Retirement (How Strategic Tax Moves Can Save Millions) Retirement planning is not just about saving money. It’s about managing taxes strategically over decades.…

Mark Whitaker

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Early Retirement Economy Investing Investing During Retirement Investing Principles Investment Principles Retire Early Retirement

March 7, 2026

What History Tells Us About Bull and Bear Markets During Times of War

What History Tells Us About Bull and Bear Markets During Times of War With recent geopolitical tensions and military actions involving the United States and Iran, many investors are feeling…

Mark Whitaker

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Early Retirement Early Retirement Lifestyle Financial Planning Health Care Marketplace Health Insurance Investment Principles Retire Early Retirement Tax Planning

February 28, 2026

Early Retirement Case Study: Is $2.9M Enough at 62?

Early Retirement Case Study: Can You Retire at 62 with $2.9 Million? Can a couple in their early 60s retire confidently with $2.9 million saved? In this detailed early retirement…

Mark Whitaker

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