In this episode of Building Wealthy Habits, we have the entire crew and dive into the key steps for achieving early retirement. We emphasize the importance of setting clear goals, understanding what financial independence truly means, and the crucial role of smart budgeting and investing.
Also, we highlight the value of having an emergency fund and the need to remain flexible with financial plans. Wrapping up the conversation, we recommend consulting a financial advisor to help build confidence in decision-making and navigate the complexities of retirement planning.
Key Moments:
00:00 Exploring Early Retirement Goals
02:57 Financial Independence and Budgeting Strategies
05:56 Investing Wisely: Understanding Risks and Returns
08:57 Emergency Funds: Planning for the Unexpected
12:11 The Importance of Flexibility in Financial Planning
15:09 Consulting a Financial Advisor: A Key Step
18:02 Building Confidence in Financial Decisions
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
