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Becoming Work Optional

Becoming Work Optional

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Becoming Work Optional is the go-to podcast for millennial business owners and executives who want to defy traditional retirement expectations by living a financially independent, work-optional life before their 60s.

Join Rachael and Matt as they leverage expert interviews, real-life case studies, and almost two decades of experience advising high-net-worth clients to share actionable tips that help you save money on taxes, invest for your future, and align your money with your ideal life.

Recent Episodes

  • #23 - Tax Hacks from $250MM Founder Ankur Nagpal: Do These 6 Moves Before Year-End

    2 days ago

  • #022 - Being Poor Sucks: How to Change the Money Beliefs Holding You Back with Dr. Brad Klontz and Adrian Brambila

    2 weeks ago

  • #021 - Liz Giorgi on Building a Business That Gave Her Financial Freedom in Her 30’s

    4 weeks ago

  • #020 - What To Do With A Bonus or Windfall

    1 month ago

  • #019 - The Reality of Dividend Investing

    2 months ago

  • #018 - From Bankruptcy to Billionaire: How Ron Carson Overcame a Financial Scarcity Mindset

    2 months ago

  • #017 - The Shift to Impact Work

    3 months ago

  • #016 - Making the Most of Employee Stock Options

    3 months ago

  • #015 - Generational Wealth

    4 months ago

  • #014 - What You Should Expect From a Financial Advisor

    4 months ago