Early Retirement Projections: Our Investment Withdrawal Strategy Unveiled

Welcome to part two of our Early Retirement Projections Series! In part one, we estimated our expenses in early retirement. Now, let's dig deeper into our withdrawal strategy and how we plan to cover our retirement expenses. This isn't just about crunching numbers; it's about creating a sustainable lifestyle that balances our financial needs with our dreams for the future. Our Freedom Fund: The Key to Financial Independence Our Freedom Fund Portfolio will be our main source of income in early retirement. This carefully curated collection of investments will provide us with quarterly dividends from stock funds and monthly dividends from bond funds. It's not just a nest egg; it's our ticket to freedom! Breaking Down the Freed

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José

José concluded his distinguished 13-year career at Vanguard at age 44, stepping away from corporate life to embrace an early retirement. As a project manager, he expertly orchestrated the creation and delivery of educational materials—both digital and print—for 401(k) participants, ensuring resources reached millions of investors. Today, he embraces life's simpler pleasures: quality time with family, pursuit of passion projects, discovery of new adventures, and leisurely meals in his garden oasis.

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