The Unexpected Problem with Your Financial Goals
Why your long-term plan will fail, and how to fix it.
The Money with Katie Show · Morning Brew
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Show Notes
Today’s episode is about the one major issue we all share with our financial planning:
As humans, we’re bad at anticipating what’s going to make us happy.
Yep—it’s kinda hard to plan for what you think you’re going to want in 40 years, huh? Especially when some of those decisions tend to be inflexible.
You’ll also hear from Sam Dogen (a.k.a., Financial Samurai) about his journey retiring—then un-retiring—at age 34.
You can preorder Sam’s book here.
Here’s more information about why humans are bad at predicting what’s going to make us happy (or unhappy), and here’s the article I referenced about optimizing your tax strategy for early retirement.
Here's my Financial Independence Planner that I use to project my path to financial freedom based on my current invested assets, income, and spending.
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Full episode transcript below.
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