Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles.

On this episode:

In this episode, we lay out practical steps to achieve financial freedom in retirement, such as downsizing a mortgage payment and having enough liquidity to cover basic needs. We also delve into the role of a financial planner in your journey, highlighting what to expect during your initial meeting. Additionally, we touch on the often-overlooked aspect of planning for potential health issues that may require long-term care.

So, don't miss out on this episode as we equip you with the knowledge you need to confidently plan for another day in retirement paradise.

Here are some of the things you’ll learn in this episode:

• Why we want to have freedom from relying on the government to cover our retirement needs.
• What we mean by freedom from family and why that is a growing challenge for retirees.
• Gaining independence from employment and why that doesn’t mean you have to stop working altogether.