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Work Optional: Redefining Wealth, Purpose, and Identity with Keith Blackborg

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Manage episode 487802727 series 2854052
Content provided by Haven Senior Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haven Senior Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What If You Could Be Work Optional ?

In this episode, Keith Blackborg, a CPA turned investor, shares how he retired at age 32—not to stop working, but to start living intentionally. Through his company, Financial Journey, Keith now helps high-net-worth individuals and entrepreneurs achieve financial independence and reclaim control of their time, purpose, and legacy.

Keith introduces a new paradigm: "work optional" living—where wealth is a tool for freedom, not just accumulation. He dives deep into the financial strategies and identity shifts required to move beyond success and into significance.

What you'll learn:

  • How Keith scaled from single-family rentals to hotels and apartment complexes
  • Why he exited his businesses when he realized more money wasn't making him happier
  • The hidden emotional challenges of retirement and life after business ownership
  • How to optimize your existing assets to become work optional faster
  • Why having a clear post-exit vision is as important as a financial strategy
  • How a curated community of accredited investors is unlocking uncommon opportunities
  • Little-known tax strategies that often save members five figures annually
  • How to prepare the next generation for wealth stewardship and purpose
  • Details on his annual Passive Investor Event in Dallas

🎧 Whether you're building, exiting, or reinventing—this episode offers a powerful roadmap to wealth with intention.

👉 Learn more at FinancialJourneyLife.com
🎟️ Attend the next event at PassiveInvestorEvent.com

  continue reading

Chapters

1. Work Optional: Redefining Retirement (00:00:00)

2. Keith's Journey to Financial Independence (00:06:06)

3. CEO of Your Own Wealth (00:12:16)

4. Emotional Side of Business Exit (00:19:01)

5. Financial Journey Community Ecosystem (00:21:19)

6. Powerful Tax Strategies Revealed (00:27:03)

7. Purpose Beyond Money (00:34:02)

50 episodes

Artwork
iconShare
 
Manage episode 487802727 series 2854052
Content provided by Haven Senior Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haven Senior Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What If You Could Be Work Optional ?

In this episode, Keith Blackborg, a CPA turned investor, shares how he retired at age 32—not to stop working, but to start living intentionally. Through his company, Financial Journey, Keith now helps high-net-worth individuals and entrepreneurs achieve financial independence and reclaim control of their time, purpose, and legacy.

Keith introduces a new paradigm: "work optional" living—where wealth is a tool for freedom, not just accumulation. He dives deep into the financial strategies and identity shifts required to move beyond success and into significance.

What you'll learn:

  • How Keith scaled from single-family rentals to hotels and apartment complexes
  • Why he exited his businesses when he realized more money wasn't making him happier
  • The hidden emotional challenges of retirement and life after business ownership
  • How to optimize your existing assets to become work optional faster
  • Why having a clear post-exit vision is as important as a financial strategy
  • How a curated community of accredited investors is unlocking uncommon opportunities
  • Little-known tax strategies that often save members five figures annually
  • How to prepare the next generation for wealth stewardship and purpose
  • Details on his annual Passive Investor Event in Dallas

🎧 Whether you're building, exiting, or reinventing—this episode offers a powerful roadmap to wealth with intention.

👉 Learn more at FinancialJourneyLife.com
🎟️ Attend the next event at PassiveInvestorEvent.com

  continue reading

Chapters

1. Work Optional: Redefining Retirement (00:00:00)

2. Keith's Journey to Financial Independence (00:06:06)

3. CEO of Your Own Wealth (00:12:16)

4. Emotional Side of Business Exit (00:19:01)

5. Financial Journey Community Ecosystem (00:21:19)

6. Powerful Tax Strategies Revealed (00:27:03)

7. Purpose Beyond Money (00:34:02)

50 episodes

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