How to Use the Next 10 Years to Create More Freedom

About this episode

Hunter Kelly discusses how families in their 40s can leverage the next decade to enhance their financial freedom through real-life planning examples.

Send us Fan Mail Using Your 40s to Build Financial Flexibility Over the Next 10 Years Hunter Kelly explains how many families in their 40s can use the next decade to build flexibility and freedom, using a real planning conversation with newly married mid‑40s clients Sarah and David. With about $240,000 household income and roughly $900,000 in retirement assets, they aim to stay in their home about 10 years, take an annual meaningful trip, eventually relocate to a cheaper rural area, and give...

People in this episode

Host: Hunter Kelly

Guests: Sarah, David

Topics covered

• financial flexibility
• retirement planning
• family finances
• life transitions
• investment strategies

Keywords

• financial freedom
• retirement assets
• household income
• planning conversation
• meaningful trips

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