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!

Tune in as Donna explains the importance of being financially prepared so that you can make decisions based on choice rather than obligation in retirement. We’ll discuss having flexibility with long-term care decisions, maximizing your Social Security benefits, entering retirement debt free, and much more. Discover how you can become a retirement rebel and retire without financial worries!

Here’s some of what we’ll discuss in this episode:

  • Are you saving enough to afford your own long-term care and using Social Security well? (1:34)
  • Not having to rely on your kids later in life. (4:22)
  • Entering retirement with no debt. (7:29)
  • Having the choice to work in retirement instead of being forced to work. (9:12)
  • Independence from the stock market. (11:09)

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.