Apply to be a guest on Making a Millionaire here: https://moneyguy.com/apply/ Jump start your journey with our FREE financial resources: https://moneyguy.com/resources/ Reach your goals faster with our products: https://moneyguy.com/products/ Subscribe on YouTube for early access and go beyond the podcast: https://www.youtube.com/c/MoneyGuyShow?sub_confirmation=1 Connect with us on social media for more content: https://moneyguy.com/link-in-bio/ Take the relationship to the next level and become a client: https://moneyguy.com/become-a-client/ 00:00 – Introduction 01:30 – Net Worth Review 02:00 – Should Heather be shocked? 02:45 – Background 04:15 – Starting Out 05:00 – Lessons Learned 07:15 – Budget Turning Point 09:30 – Goals 12:45 – Should they be budgeting? 15:05 – Forced career change 17:30 – Current savings plan 18:40 – Retirement at 51? 21:04 – Are they financially independent? Financial assumptions 25:00 – Similar income till 65 investing assumptions 30:25 – Portfolio Predictions if Chris retires today 34:10 – Coast Fi? 38:25 – How much CAN they spend if they retire today? 41:15 – How do you feel? 43:00 – Don’t disrespect the “make wealth” phase 44:40 – Homework 47:22 – How to Apply Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.