Optimizing Early Retirement for Couples on Different Timelines

The Money with Katie Show

Money with Katie

Self-improvement, Education, Business, Investing, How To

4.8 • 1.3K Ratings

🗓️ 21 October 2024

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes. Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA. Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/different-fi-timelines. Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Turning an idea into a small business doesn't happen by accident.
0:03.6	You need to be all in. At constant contact, we have the digital marketing tools you need to get the word out,
0:09.2	close the sale, raise the funds, and gather a community around this thing you've built.
0:13.5	So let's do this together.
0:15.0	Let's send this, share this and shout this from the rooftops.
0:18.0	Let's segment this, automate this and AI this for real results fast.
0:22.0	Let's get out of this what we put into this. Let's build this. this and AI this for real results fast.
0:22.8	Let's get out of this what we put into this.
0:24.5	Let's build this, let's grow this, let's win this.
0:27.3	Get started today at constant contact.com.
0:31.3	Rich girl Amanda. Linda.
0:34.0	Load bearing a disclaimer.
0:35.0	CPAs in the audience.
0:37.0	Fact check away.
0:38.0	Just imagining all the emails flooding in from
0:41.0	from CPAs that are like, actually.
0:44.0	Yeah, this is so wrong.
0:46.3	It will light up our inbox.
0:49.2	I'm sure if we're totally off face, they will come barreling through the door to let us know.
0:54.0	You better watch her up. I'm really going to get mad.
0:59.0	We'll issue an update if we are wrong.
1:01.0	We will totally issue a retraction if I'm off face.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Money with Katie, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Money with Katie and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.