Episode Details

Welcome back to The Market Moment! This week Matt, Lee, and Eli tackle one of the most frequently asked questions they hear from clients and listeners: “Can I retire early?” They break down early retirement planning from both a financial and emotional perspective. Whether you're in your 40s, 50s, or even 60s, this episode will help you define what "early retirement" really means to YOU and what you need to consider before making that leap.   ✅ Key Topics Covered: -What does early retirement really mean? -Financial independence vs. traditional retirement -Emotional readiness and finding purpose after work -Retirement cash flow planning -Health insurance considerations before age 65 -Tax strategies for early retirees -Asset diversification & income stream planning -Capital gains tax explained: 0%, 15%, 20%, and the Net Investment Income Tax (NIIT)   Whether you're nearing retirement or just dreaming about it, this episode gives you real, practical advice on how to prepare both financially and mentally.   🧠 Bonus Segment: Eli gives a deep dive into capital gains tax – what it is, how it works, and strategies to reduce your tax burden if you're selling stocks, real estate, or other investments outside of retirement accounts.   👥 Have questions? Email us your questions at TheMarketMoment@mach1fg.com We love your feedback 😄   👍 Like, 💬 Comment, and 🔔 Subscribe for weekly insights on retirement, investing, and tax-smart planning from real advisors.   💬 Send us your questions! TheMarketMoment@mach1fg.com    Did you know we have a YouTube Channel? That way you can watch us, view any charts we have on screen, and catch other videos like Eli's Data Briefs which dive deeper into investing strategies and the data behind investing. Check it out!    📍Learn more about us: https://www.mach-1financial.com 📄 Disclosures: https://disclosures.machonefg.com   📌 Next Week’s Topic: How much money do I need to retire comfortably?   #retirementplanning #earlyretirement #financialfreedom #capitalgainstax #taxplanning #retireearly #financialadvisor #mach1financial #marketmomentpodcast   🍿 Watch Next:    • How to Avoid Investor's Greatest Fear: The...   🎙The Market Moment Podcast! Last week's episode...   • Unpacking U.S. Household Leverage, the Inf...     We're on Facebook!