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.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(30)

#022 - Being Poor Sucks: How to Change the Money Beliefs Holding You Back with Dr. Brad Klontz and Adrian Brambila

#022 - Being Poor Sucks: How to Change the Money Beliefs Holding You Back with Dr. Brad Klontz and Adrian Brambila

In this episode of Becoming Work Optional, Matt and Rachael interview Dr. Brad Klontz and Adrian Brambila, discussing their new book "Start Thinking Rich," which explores 21 harsh truths about money. ...

30 Loka 20241h 11min

#021 - Liz Giorgi on Building a Business That Gave Her Financial Freedom in Her 30’s

#021 - Liz Giorgi on Building a Business That Gave Her Financial Freedom in Her 30’s

In this episode of Becoming Work Optional, Matt and Rachael interview Liz Giorgi, Emmy Award winner and CEO of Soona, discussing her entrepreneurial journey, emphasizing the importance of financial pl...

16 Loka 20241h 8min

#020 - What To Do With A Bonus or Windfall

#020 - What To Do With A Bonus or Windfall

In this episode of Becoming Work Optional, Matt and Rachael discuss what to do when receiving a large bonus or windfall. They emphasize the importance of tax planning and working with a team of profes...

2 Loka 202427min

#019 - The Reality of Dividend Investing

#019 - The Reality of Dividend Investing

In this episode of Becoming Work Optional, Matt and Rachael delve into the nuances of dividend investing, discussing both its advantages and tax implications. They break down the concept of dividends,...

18 Syys 202424min

#018 - From Bankruptcy to Billionaire: How Ron Carson Overcame a Financial Scarcity Mindset

#018 - From Bankruptcy to Billionaire: How Ron Carson Overcame a Financial Scarcity Mindset

In this episode, Rachael interviews Ron "Omani" Carson where he shares his journey from a challenging childhood in Nebraska to becoming a successful financial advisor and business owner, emphasizing t...

4 Syys 202459min

#017 - The Shift to Impact Work

#017 - The Shift to Impact Work

In this episode, Rachael and Matt discuss the mindset shift required when transitioning to a fully work optional status. They emphasize the importance of shifting focus from money to impact work and f...

21 Elo 202431min

#016 - Making the Most of Employee Stock Options

#016 - Making the Most of Employee Stock Options

Episode Summary:In this episode of the 'Becoming Work Optional' podcast, Matt and Rachael delve into the intricacies of employee stock options, exploring both their benefits and complexities. They pro...

7 Elo 202435min

#015 - Generational Wealth

#015 - Generational Wealth

In this episode, Matt and Rachael discuss the concept of generational wealth and the goals that clients have for helping their children financially. They explore different tools and strategies, such a...

24 Heinä 202426min

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