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152. How Lacey retired early, and why you should take a mini-retirement
Manage episode 477036920 series 3450793
The idea of “early retirement” is going to mean different things to different people. For some, it offers a glimpse into a future of passion projects, community involvement, or a life of learning. To others, it will conjure visions of a beach, a deck chair, and a cocktail with a pointy umbrella.
Regardless of how it looks in your daydreams, one thing remains certain: early retirement won’t happen by accident. Fortunately, this episode’s guest has been there, done that, and come back to share her notes.
In this Get Rich Slow Club session, Tash and Ana chat with Lacey Filipich. Having reached work optional status in her early 30s, Lacey runs Money School – an organisation which teaches people of all ages the fundamentals of Financial Independence. In her chat with Tash and Ana, Lacey shares her top tips for reaching early retirement. She also makes the case for giving yourself a “mini-retirement” before you reach the finish line.
@tashinvests
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.
180 episodes
Manage episode 477036920 series 3450793
The idea of “early retirement” is going to mean different things to different people. For some, it offers a glimpse into a future of passion projects, community involvement, or a life of learning. To others, it will conjure visions of a beach, a deck chair, and a cocktail with a pointy umbrella.
Regardless of how it looks in your daydreams, one thing remains certain: early retirement won’t happen by accident. Fortunately, this episode’s guest has been there, done that, and come back to share her notes.
In this Get Rich Slow Club session, Tash and Ana chat with Lacey Filipich. Having reached work optional status in her early 30s, Lacey runs Money School – an organisation which teaches people of all ages the fundamentals of Financial Independence. In her chat with Tash and Ana, Lacey shares her top tips for reaching early retirement. She also makes the case for giving yourself a “mini-retirement” before you reach the finish line.
@tashinvests
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.
180 episodes
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