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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Episoder(30)

#006 - Restricted Stock Units 101: A Guide to Tax Planning

#006 - Restricted Stock Units 101: A Guide to Tax Planning

Episode Summary:Rachael and Matt dive into everything you need to know about your Restricted Stock Units (RSUs). They explore strategies for maximizing the benefits of this form of equity compensation...

20 Mar 202435min

#005 - Navigating Delayed Gratification

#005 - Navigating Delayed Gratification

Duration: 35:02Episode Summary: Join Rachael and Matt in a thought-provoking discussion on the concept of delayed gratification and its impact on financial planning and personal happiness. This episod...

6 Mar 202435min

#004 - Understanding your Cash Flow

#004 - Understanding your Cash Flow

Episode Summary: In this insightful episode of the "Work Optional" podcast, Rachael and Matt dive deep into the crucial role of understanding your cash flow to achieve a work-optional lifestyle. They ...

21 Feb 202421min

#003 - The Power of Tax Diversity

#003 - The Power of Tax Diversity

Duration: 20:55Episode Summary: In this insightful episode of the "Work Optional" podcast, Rachael and Matt dive deep into the crucial role of tax diversity in achieving a work-optional lifestyle. The...

7 Feb 202420min

#002 - How to Create Work Optional Goals

#002 - How to Create Work Optional Goals

#002 "How to Create Work Optional Goals"Hosts: Rachael Camp and Matt GarasicDuration: 31:30Episode Summary:Key points discussed:1. Get IntentionalAsk yourself questions:What does an ideal day look lik...

24 Jan 202431min

#001 - Launching The Work Optional Podcast

#001 - Launching The Work Optional Podcast

#001 - "Launching the Work Optional Podcast" Show NotesTitle: Launching the "Work Optional Podcast"Hosts: Rachael Camp and Matt GarasicDuration: 41:20Episode Summary:Welcome to the inaugural episode o...

18 Des 202341min

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