Has the retirement expert provided any interesting advice that you could share here?
Thank you,
Victoria
Hello Victoria, yes, some so far.
One of the earlier posters in this thread was correct and I misunderstood ~ while I took my list of questions, it ended up that he had far more questions of me. Apparently, it's a two part session - the first being an information exchange and the second where he will bring his deliverable. He indicates it will be a report of various retirement withdrawal scenarios for me, with the pros and cons of each, along with other issues related to personal finance and retirement planning, not strictly limited to investing.
As far as your question of retiring early from the government, without having the pension reduced - he did indicate the only way to do that is purchase a gap health insurance policy that bridges from retirement to medicare eligibility.
He told me he doesn't sell anything but advice which is laid out in the aforementioned scenarios of pros & cons, allowing the potential retiree to make their own decisions. We'll see, so far I remain optimistic. I have the second appointment in a couple of weeks. He seemed surprised at my level of knowledge and parts of my current portfolio. I guess he hasn't met very many BHs, although I did not bring up that term, lol.
How many retired people does it take to screw in a lightbulb? Only one, but he takes all day.