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00:00 – Introduction
01:30 – Net Worth Review
02:00 – Should Heather be shocked?
02:45 – Background
04:15 – Starting Out
05:00 – Lessons Learned
07:15 – Budget Turning Point
09:30 – Goals
12:45 – Should they be budgeting?
15:05 – Forced career change
17:30 – Current savings plan
18:40 – Retirement at 51?
21:04 – Are they financially independent? Financial assumptions
25:00 – Similar income till 65 investing assumptions
30:25 – Portfolio Predictions if Chris retires today
34:10 – Coast Fi?
38:25 – How much CAN they spend if they retire today?
41:15 – How do you feel?
43:00 – Don’t disrespect the “make wealth” phase
44:40 – Homework
47:22 – How to Apply
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
