Ep 25: Retirement Rebels: Winning Your Financial Independence

Liz Whitteberry |

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 Liz 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 and living decisions, good and bad debt in retirement, the importance of a spending plan, 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:

· Not being reliant on Social Security for retirement income + Medicare does not cover everything. (2:09)

· Not having to rely on your family in retirement. (4:58)

· Independence from creditors- Reducing debt before retiring. (8:11)

· Having “bucket plan” - a portfolio that is designed to match your spending plan. (13:22)