Balanced FI Podcast

18. Choose Your Next Goal, Financial Security Step 10

Episode Summary

In this week's episode, we are discussing the last step in your financial security journey. The final goal depends on your situation - do you have children who will go to college? Do you have a mortgage to pay off? Do you need to save more for retirement?

Episode Notes

Welcome to the Balanced FI Podcast, episode 18! Thank you so much for listening in! 

Step 10 of the Financial Security Steps is to Choose Your Next Goal

You choose your next goal, you choose how to get there. 



Read: Financial Security Step 10: Choose Your Next Financial Goal

Read: Financial Security Step 7: Pay off Debt

Read: Financial Security Step 8: Save an Emergency Fund

Read: Financial Security Step 9: Increase Retirement Contributions

Read: Financial Security Step 3: Save for Recurring Expenses

Resource: Early Mortgage Payoff Calculator

Resource: R: IQ Retirement Planner

Read: Financial Independence vs Financial Security



Source: Tax-Smart Ways to Help Your Kids or Grandkids Pay for College

Source: What is a 529 Plan?

Source: 529 ABLE Accounts

Source: How to Become Financially Independent

Source: The Ultimate Guide to the FIRE Movement