29. FI case study: freedom in your 40s, DRPs, and combating social isolation

That’s right – it’s time for another one of our much-ballyhooed FI case studies! This time, Dave and Hayden hear from a thirtysomething couple who would like to be work-optional by their 40s. They’ve earned, scrimped, saved, and invested… and they’re wondering whether they’ve made any mistakes in the process. Whilst Dave and Hayden aren’t the Arbiters on All Things FI, they’re happy to share their thoughts. By the end of this episode, you’ll ideally have some fuel for your own FIRE journey!FI Case Study Request FormPearlerStrong Money AustraliaOriginal Aussie FIRE e-bookStrong Money Australia’s audiobookDisclaimerAny 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.Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf 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.

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