• How I was able to retire at 55

  • Nov 30 2021
  • Length: 29 mins
  • Podcast

How I was able to retire at 55

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  • Summary

  • The Magnolia Group at Morgan Stanley

    Don Whitehead - Managing Director (713) 965-5060

    1. Get a professional advisor
    2. Think about investing for retirement as a marathon not a sprint
    3. Start investing as early as possible
    4. Setup retirement goals based on a time horizon
    5. Focus on saving a percentage of your income
    6. Pay off your credit card debt
    7. Understand your risk tolerance
    8. Diversify your portfolio
    9. Be a tax-efficient investor
    10. Work with a fee-only fiduciary advisor
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