#014 - What You Should Expect From a Financial Advisor
In this episode, Rachael and Matt discuss the important steps and expectations to consider when choosing a financial advisor. Whether you’re looking for comprehensive financial planning or need help w...
10 Heinä 202441min
#013 - Traditional vs. Roth
In this episode Rachael and Matt discuss the traditional versus Roth debate when it comes to retirement contributions. They emphasized the importance of considering individual variables such as tax br...
26 Kesä 202435min
#012 - Avoid the Most Common Financial Mistakes
In this episode, Rachael and Matt tackle common financial mistakes and delve into the complexities of insurance coverage, investment strategies, and tax planning. From the misallocation of savings to ...
12 Kesä 202437min
#011 - Sacrifices required for a Work Optional life
Episode Summary: In this episode of "Becoming Work Optional," hosts Rachael and Matt discussed the concept of becoming work optional, emphasizing the importance of giving up status games, living below...
29 Touko 202432min
#010 - The Foundations of Investing
Episode Summary: In this episode of "Becoming Work Optional," hosts Matt and Rachael explore the basics of investing and address common misconceptions. They debunk the myth that successful investing r...
15 Touko 202435min
#009 - Self-Employed Retirement Accounts
Episode Summary: In this episode of Becoming Work Optional, Matt and Rachael discuss self-employed retirement accounts and the different options available for small business owners and solopreneurs. T...
1 Touko 202427min
#008 - The Anxiety of Entrepreneurship
Episode Summary:In this episode of Becoming Work Optional, Matt and Rachael discuss the mental challenges of entrepreneurship and how to navigate them. They emphasize the importance of understanding t...
17 Huhti 202445min
#007 - Six Types of Insurance High Earners Need
Episode Summary:Rachael and Matt discuss the importance of insurance in protecting your income and wealth. They cover six types of insurance that individuals should consider, including life insurance,...
3 Huhti 202441min
