The Fundamentals of Early Retirement

The Fundamentals of Early Retirement

Early retirement sounds like a great idea to most people, but there are few resources out there that truly provide a blueprint for how to get there.

When I retired at age 40, I was lucky enough to discover so many people who had traveled this early retirement path before us.

They each provided a piece to the puzzle, but there wasn’t a clear place that provided the whole picture.

As we started our journey toward financial independence, and eventually early retirement, it would have been nice to have a more holistic picture of what the journey looked like.

That’s why I’ve written this 5-part Fundamentals of Early Retirement series.

What are the Fundamentals of Early Retirement?

In this series I’ll show you…

  • a useful way to calculate how much money you’ll likely need to retire.
  • one of the best investment accounts you can use to start building up your nest egg.
  • how to make sure you stay in control of your nest egg throughout your working career.
  • how a lot of early retirees access their money way before age 60.
  • how to avoid paying any taxes on your money as you withdraw it in early retirement.

If you’re curious about early retirement and wonder about the building blocks that can make it possible for you, this series is exactly what you’re looking for.

And best of all, it’s completely free!

Don’t wait. Let’s dive in right now.


The Fundamentals of Early Retirement

Part 1 – Reduce Your Monthly Cost of Living

Fundamentals of Early Retirement - Part 1

In this lesson, we’ll discuss the value of reducing our monthly cost of living as a means of reaching early retirement, and the benefits during early retirement.
Part 1 – Reduce Your Monthly Cost of Living


Part 2 – How Much Do You Need to Retire?

Fundamentals of Early Retirement - Part 2

In this lesson, we’ll look at why there are so many different opinions on that question, and how you can find your retirement number.
Part 2 – How Much Do You Need to Retire?


Part 3 – The Extreme Early Retirement Account Everyone Needs to Know About

Fundamentals of Early Retirement - Part 3

When it comes to early retirement, not all investment accounts are created equal. Let’s look at one of the most powerful early retirement accounts out there.
Part 3 – The Extreme Early Retirement Account Everyone Need to Know About


Part 4 – Setting Up A Roth IRA Conversion Ladder

Fundamentals of Early Retirement - Part 4

Saving up our money in a tax-advantaged retirement account is great, but how do we access that money before age 60 without paying taxes and penalties?
Part 4 – Setting Up A Roth IRA Conversion Ladder


Part 5 – Accessing Our Money Completely Tax Free

Fundamentals of Early Retirement - Part 5

With our Roth IRA Conversion Ladder setup, let’s look at how to start accessing all that sweet retirement money well before age 60.
Part 5 – Accessing Our Money Completely Tax Free