cover of episode How to Create Your Comprehensive Financial Independence Timeline

How to Create Your Comprehensive Financial Independence Timeline

2024/11/20
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The Money with Katie Show
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Katie 介绍了 2025 Wealth Planner，这是一款旨在帮助用户规划财务独立的工具。该工具考虑了多种因素，包括当前的长期投资资产、收入、支出、临时性支出、债务、未来收入、主要支出和现金流入、安全提款率、收入变化、投资回报率、通货膨胀率以及用户希望停止工作的年份。Wealth Planner 使用用户的实际财务数据进行计算，并可以模拟各种财务变化带来的影响。它还可以帮助用户定义“足够”的概念，并了解实现财务独立的路径。

Deep Dive

Chapters
This chapter discusses the Wealth Planner tool, its evolution, and the improvements made for the 2025 version.
  • The Wealth Planner is a comprehensive tool for personal finance planning.
  • Improvements for 2025 include more accurate projections and additional inputs for different situations.
  • The tool helps users understand the long-term implications of their financial decisions.

Shownotes Transcript

Financial independence calculators allow us to understand the path we’re on—so we can either feel good about proceeding, or get on a different one. So, using the new features we added to the 2025 Wealth Planner, we’ll explore all the considerations that might impact your own projections—from temporary expenses you won’t need to support forever (like childcare) to future pension income that’ll lower your investment needs. 

**💰 **JOIN THE 2025 WEALTH PLANNER WAITLIST FOR 25% OFF AT LAUNCH).

Listening after the Wealth Planner launch? Use MWKSHOW for 10% off.

Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/fi-timeline).

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