Give me 15 Minutes and I’ll Show You How to Retire With A Realistic Plan
Download your FREE copy of the Financial Independence With Purpose Planner here so you can follow along with today's video 👉🏼 https://tremendous-designer-9856.ck.p...
When you are pursuing financial independence or laying out a plan to retire, it's really important to create a CLEAR plan on how to get there. In today's video, Stefanie is sharing the Independence Planner that helped she and Joseph answer 3 important questions:
How MUCH we needed to invest to reach independence?
How LONG we needed to invest to reach independence?
How EARLY we could reach independence?
Follow along and let us know what you think in the comments👇🏽
Timecodes:
00:00 Intro
02:15 Stefanie's Forecasting/Planning Background Explained
03:20 The 3 functions - Why they are important to understand
04:40 Spending Now vs in the Future
05:47 Download the Planner to follow along
06:28 Scenario/Assumption details (40 year old)
07:25 Start plugging in your numbers
11:40 Scenario result 1
12:00 Disclaimer
12:20 Discuss alternatives and action plan
14:04 Secenario result 2
15:45 What others are saying about this planner
👋🏽 KEEP IN TOUCH or WORK with Stef & Joe 👋🏽
Book 1:1 time with Stefanie & Joseph: https://calendly.com/womenswealtheffe...
Follow Stef on IG at / womenswealtheffect
Follow Stef on LinkedIn at / stefaniengonzales
Follow Joe on IG at / coachjosephgonzales
📚Here are some of our favourite books/resources and tech📚
Quit Like A Millionaire (Book) https://www.amazon.com/Quit-Like-Mill...
Sony FX30 (Camera) https://www.amazon.com/Sony-Cinema-Li...
DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Joseph and Stefanie do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Thank you for your support!