On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Wednesday Jun 11, 2025
Wednesday Jun 11, 2025
What happens when your income doubles—but your stress does too? In this powerful real-world case study, we walk through the journey of “Bob and Sue,” a high-earning couple navigating family, rising income, and the toll of burnout. Instead of falling into lifestyle inflation, they took a radically different path—one that prioritized freedom, flexibility, and future-proofing their financial plan.
This episode dives into the psychology of money, the hidden cost of pressure-driven careers, and what it looks like to build a plan that lets you choose to work—not have to. If you’ve ever wondered how to make smart financial decisions in the peak earning years, avoid lifestyle creep, and set yourself up to slow down without stepping away—this is your blueprint.
Listen in to discover:
- Why deferring income isn’t always the smartest tax strategy
- The mindset shift that changes everything about work and money
- What real financial freedom looks like for a high-income family
If you see yourself in this story—you’re not alone. This is where strategy meets possibility.
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