Retirement is just a number. Our Happily Ever After System shows you exactly how and when you can officially retire because you’re financially independent.
When we say retire here, we mean financial independence. That term is less understood, so we’ll take a moment to explain it before we begin. Financial independence is all about having options. When you have financial independence, you can choose to work or choose not to work. You can change jobs without concern. You can pursue a passion without worrying about money. You can take a year sabbatical and go do missionary work. You can take a few months off to help your child with their first child. It’s all about options. When we say retire, know that this is what we mean. We do not mean sitting at home on a recliner watching Wheel of Fortune (unless that’s what you want to do).
In this episode we cover:

How to calculate your retirement / financial freedom number.

Determine what your income will be including pensions, disability and anything else you’ll be getting.

Calculate the gap - how much you’ll need to pull out of investments to bridge the gap.

The 4% rule (how to live off of the interest of your investments rather than the principal)

The Rule of 72 / Compound Interest

How to calculate your net worth.

How to get to your magic retirement number

How to be a GOOD investor (not having to go stop/start investing or pulling from investing)

How to diversify your investments

Why you should pay off your home

Why you need to conduct an annual “Dream Date” where you discuss your financial goals, your dreams and your progress. 




Book a free call:⁠ ⁠calendly.com/myidealbalance2/freecall⁠⁠
Email us any questions: info@myidealbalance.com

IDEAL BALANCE: How to Budget, Get Out of Debt, Save Money + Financial Systems to Organize Your Money
Even successful, high-achieving, Jesus-following moms need help organizing their finances. We want to help you learn how to budget, how to get out of debt & how to save money. We do this through 1-on-1 coaching where we teach you how to stop stressing about money & install systems that automate your finances. Once you have these money systems, you’ll be able to live debt-free, build wealth & achieve financial freedom. Join us to ditch the bad money habits & take control of your financial future.
Shana & Vanessa are best friends, business partners & Ramsey Solutions Master Financial Coaches.
Get the Digital Envelope System Our Client Used to Pay Off $17,591 in Debt and Save $23,000 in 7 Months Workbook here: ⁠h⁠ttps://ck.myidealbalance.com/deguide⁠⁠
Connect With Us:
Website →⁠ ⁠https://myidealbalance.com⁠⁠
Facebook →⁠ ⁠https://facebook.com/MyIdealBalance⁠⁠
YouTube→⁠ ⁠https://youtube.com/@IdealBalance⁠⁠

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