Certified financial planners Michael Lynch and Alisa Olsen discuss their article "Create your own financial vision for independence," an excerpt from their book Taking Care of Your Future: Your Simple System for a Big Retirement. Michael and Alisa explain why your financial plan must be driven by your personal vision, not someone else's. They share a critical concept for planning: your income drives your working life, but your expenses drive your retired life. This single shift in perspective determines how much you need to save and what your financial independence will look like. This episode explores how to set a clear vision (like the nurse who just wanted to avoid nor'easters), how financial goals for housing and education are interrelated, and why the two most important elements in any plan are time and money. Learn how to define your own vision and make the decisions that will turn it into your reality.

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A financial vision to define your retirement

The Podcast by KevinMD