Broke at Forty

Author: Evan Thomas

Evan Thomas will share his passion for financial independence, often times attempting to help shift listener's thoughts from a broke to brilliant mindset. Episodes will range from what it was like being broke at age 40 (off the heels of a personal bankruptcy at age 29) to stories of inspiration and hope he's gained along the way.
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Language: en

Genres: Business, Investing

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161. How to RolePlay Your First Year of Retirement
Episode 161
Tuesday, 5 December, 2023

Evan talks through a valuable roleplay as if he was retired this year. What would the numbers show in his Fabulous Four? 401k, Roth, Taxable, and HSA. Remember, for this type of analysis, Short Term Reserves are not included which makes the Allocation of Stocks to Bonds/Cash a bit higher. Add in 100k of cash and it goes down a bit.