Welcome to the early retirement show. If you are a long time listener, thank you. And if you are new to the show, as a reminder, this show is dedicated to helping you retire early, otherwise known as the show dedicated to helping you understand what you have to do to be in a position where you are financially free, where work is now optional. So whether you are a few years out from retirement and you just want to know everything to prepare

for that big date or you're new in your journey and you want to get a head start on maximizing

what you've worked so hard for throughout your life, this is the show for you.

So we discuss everything from investments to

taxes to insurance and everything that comes in between. So without further ado, let's go

ahead and hop into today's episode. Welcome back to the early retirement show and today's

episode is a very special one. It is about the financial goals and the reason that

you go to work and wake up every day and really about the life you want to create. And so before

getting into the investments and the taxes and the insurance and the analysis of it all, what I like

to start with, and this is the same process we go through with clients, is what is it you want to

create? What is your ideal life?

So I'm going to start with a few questions from a checklist. And this checklist will be in the

description below. So in today's episode, if you're wondering where I'm getting these questions,

it is from a checklist, and you can go to the description and you will see those. And just

before we hop into these questions

and not just questions, but goal planning

and everything that I love most about financial planning,

you can see all of this and more on YouTube

where it is video content.

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grow. And I certainly appreciate it if you'd share with someone else who you think would

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