You have millions of dollars. You’re 40ish years old. You’re financially independent. At least, you think you are. But that all depends on not taking too much money out of your investment portfolio. So, how much can you spend and still be “safe”?
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I ended my reflections on my seventh year in business with this:
I am excited to slow down. I am excited to not grind. I am excited to focus on what I already have (relationships, money, etc.), not what I could have more of.
Ha ha! And then I got punched in the face. Or my plan met the enemy. Or, for the more scatalogically inclined among you, Shit Happened.
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What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
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