Becoming Work Optional

Becoming Work Optional

Becoming Work Optional is the go-to podcast for millennial business owners and executives who want to defy traditional retirement expectations by living a financially independent, work-optional life before their 60s.

Join Rachael and Matt as they leverage expert interviews, real-life case studies, and almost two decades of experience advising high-net-worth clients to share actionable tips that help you save money on taxes, invest for your future, and align your money with your ideal life.

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Jaksot(30)

#030 - Overrated Financial Planning Topics

#030 - Overrated Financial Planning Topics

In this episode of Becoming Work Optional, Matt and Rachael focus on overrated financial planning topics, emphasizing the importance of distinguishing between effective strategies and those driven by ...

26 Helmi 202549min

#029 - Everything you Need to Know About Electing S-Corp

#029 - Everything you Need to Know About Electing S-Corp

In this episode of Becoming Work Optional, Matt and Rachael focus on the benefits and considerations of electing S-Corp status for business owners, particularly regarding self-employment tax savings. ...

12 Helmi 202536min

#028 - Building a Lifestyle Business in 30hrs/Week

#028 - Building a Lifestyle Business in 30hrs/Week

In this episode of Becoming Work Optional, Matt and Rachael interview Matt Chiappetta, a CPA turned solopreneur, shares insights on his journey to achieving work optional status while emphasizing the ...

29 Tammi 202558min

#027 - Aleksandr Volodarsky and his journey from Soviet Union to Entrepreneurship

#027 - Aleksandr Volodarsky and his journey from Soviet Union to Entrepreneurship

In this episode of Becoming Work Optional, Matt and Rachael interview Aleksandr Volodarsky, CEO of Lemon.io. They discuss his journey growing up in the Soviet Union to building a successful tech compa...

15 Tammi 20251h 2min

#026 - 2025 Tax Planning For Your Business

#026 - 2025 Tax Planning For Your Business

In this episode of Becoming Work Optional, Matt and Rachael focus on proactive tax planning strategies for business owners to optimize their financial outcomes in 2025. Key topics include the importan...

1 Tammi 202544min

#025 - How to Start a Business Without Destroying Your Financial Goals with Justin Peters

#025 - How to Start a Business Without Destroying Your Financial Goals with Justin Peters

In this episode of Becoming Work Optional, Matt and Rachael interview Justin Peters where they discuss the concept of achieving work optional status, focusing on the balance between financial independ...

11 Joulu 20241h 8min

#024 - "Retirement" After a Life of Serial Entrepreneurship

#024 - "Retirement" After a Life of Serial Entrepreneurship

In this episode of Becoming Work Optional, Matt and Rachael interview Carl Landau, an entrepreneur who has built and sold multiple businesses and now embraces a lifestyle of "unretirement" through pod...

27 Marras 20241h

#023 - Tax Hacks from $250MM Founder Ankur Nagpal: Do These 6 Moves Before Year-End

#023 - Tax Hacks from $250MM Founder Ankur Nagpal: Do These 6 Moves Before Year-End

In this episode of Becoming Work Optional, Matt and Rachael interview Ankur Nagpal, a successful entrepreneur who shares insights on achieving work-optional status and the importance of tax savings fo...

13 Marras 20241h 2min

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