A financial vision to define your retirement

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. Our presenting sponsor is Microsoft Dragon Copilot. Want to streamline your clinical documentation and take advantage of customizations that put you in control? What about the ability to surface information right at the point of care or automate tasks with just a click? Now, you can. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Offering an extensible AI workspace and a single, integrated platform, Dragon Copilot can help you unlock new levels of efficiency. Plus, it's backed by a proven track record and decades of clinical expertise, and it's part of Microsoft Cloud for Healthcare, built on a foundation of trust. Ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended