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Optimizing Early Retirement for Couples on Different Timelines

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Manage episode 446224247 series 3319851
内容由Money with Katie and Morning Brew提供。所有播客内容(包括剧集、图形和播客描述)均由 Money with Katie and Morning Brew 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes.

Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA.

Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.

Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/different-fi-timelines.

Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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Manage episode 446224247 series 3319851
内容由Money with Katie and Morning Brew提供。所有播客内容(包括剧集、图形和播客描述)均由 Money with Katie and Morning Brew 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes.

Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA.

Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.

Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/different-fi-timelines.

Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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