Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 17 September 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After getting assurance from professionals, she took the plunge and quit working. Monique and James talk about the first two years of her retirement – how she’s been able to focus on her health and pursue some hobbies she didn’t have time for previously. Monique also shares some surprising challenges related to spending, travel, and family dynamics. ...

Transcript

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0:00.0	My guest on today's podcast is Monique. Monique opens up about a challenging work environment that
0:04.2	led to a lot of health issues. She shares about the tipping point that ultimately led to her deciding
0:08.2	it was time to retire early. And finally, she reveals how that even though she's enjoying
0:12.3	retirement, there's still a couple unforeseen challenges that she continues to work through.
0:16.4	It's all coming up next on today's episode of Ready for Retirement.
0:23.1	This is another episode of Ready for Retirement. I'm your host, James Connell, and I'm here to teach you how to get
0:26.6	the most of the life with your money. And now, on to the episode. Joining me today is Monique
0:33.7	Blasquez. Monique, welcome. Hi. Really excited to have you. We, of course, have known
0:41.4	each other for some time. I think you get a really interesting journey that want to just
0:45.9	unpack a little bit and share with some people here. But to start and to kick us off, do you mind
0:50.1	sharing what you did prior to retiring for work? Sure. I worked like 30 plus years in finance.
0:57.8	The longest I worked at was at a tech company for 21 years. And my role in finance has always been
1:05.0	analyzing costs, forecasting, spends, and, you know, staying within budgets, all exciting stuff in finance.
1:14.0	So that's been my role.
1:15.5	All exciting stuff.
1:16.4	Small company, large company.
1:18.1	What were the?
1:18.8	Very large company.
1:20.2	Very large company.
1:22.3	So I don't know if I'm allowed to say it, but it's just a very large tech company.
1:26.9	A very large tech company.
1:28.0	Okay.
	...

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