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Talked to our FA

January 12th, 2025 at 07:06 am

The plan for us is for me to start phased retirement working 50% for the next 6 years, my spouse will apply for SS at 62 and start a small pension so we should be able to continue our lifestyle at the same amount. This will begin this summer. It's a bit early for me by about 12 years before FRA but my spouse is older and not as good shape as I am. We want to enjoy time together before health gets in the way. Everything seems to be in good shape. It's a bit wild to me. 

Posted in Retirement | 5 Comments »

5 Responses to “Talked to our FA”

  1. rob62521 Says:
    January 12th, 2025 at 09:43 pm 1736718230
    1736718230

    Good for you. I understand about wanting to spend time with your older spouse.

  2. Amber Says:
    January 15th, 2025 at 03:35 am 1736912102
    1736912102

    Awesome

  3. LivingAlmostLarge Says:
    January 16th, 2025 at 06:08 pm 1737050894
    1737050894

    Good for you! I think it reasonable.

  4. Dido Says:
    January 19th, 2025 at 01:25 am 1737249933
    1737249933

    I'm glad you have a plan reviewed by an advisor, and will be able to enjoy time together before any health issues get too difficult.

    Working 50%, will you still have employer health insurance, or will you need to go to the healthcare marketplace to get insurance?

  5. GoodLiving Says:
    February 3rd, 2025 at 10:59 pm 1738623553
    1738623553

    @Dido,
    we'll have access to employer health insurance - and retirement matching!

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