Tag: SavingsPlan

A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®

A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®

True financial independence is when you’re working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially independent. 

In this episode, Thom Guidi, CFA, and Luke Hail, MBA, CFP®, discuss what it means to be financially independent and provide you with four actionable steps to help you move closer to your goal of financial independence.

Thom and Luke share more about:

  • What makes you financially independent
  • How to know when you are financially independent
  • How to maintain your financial independence
  • And more

Connect With Thom Guidi and Luke Hail