In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions walk listeners through the Smart Wealth Milestone System — a clear and practical framework designed to help you track your progress toward financial independence.

They break down how this system simplifies the retirement journey into key stages — from building your financial foundation and maximizing savings to creating retirement income and planning your legacy. Sam and Linwood explain how understanding where you are today can help you confidently move toward where you want to be tomorrow.

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00:00 – Introduction: What is the Smart Wealth Milestone System?
01:28 – Why having milestones matters in retirement planning
02:26 – Milestone 1: Building your financial foundation
03:34 – Milestone 2: Maximizing savings and reducing debt
04:42 – Milestone 3: Investing with purpose and tax efficiency
06:00 – Milestone 4: Structuring income for retirement
07:16 – Milestone 5: Protecting assets and loved ones
08:30 – Milestone 6: Creating lifetime income streams
09:48 – Milestone 7: Leaving a lasting legacy
11:06 – How to measure progress and stay on track

Disclaimer

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.