Full Episode:
Work optional in the next 3–10 years without shrinking your lifestyle. In this episode, Andrew & Mo (Asset Management Group Inc.) share the exact strategies our high-earning clients use to move from effort to equity: structure by time horizon, build tax-efficient income, and de-risk concentrated positions while keeping growth on.
What you’ll learn
Your “Freedom Number” (3–4% rule) and why age isn’t the finish line
The 3-Bucket Portfolio (0–3 yrs / 3–10 yrs / 10+ yrs) to stay invested through downturns
Managing single-stock risk: staged sales, collars, and exchange funds
If you’re ready to design a work-optional life—travel more, give more, build what matters this one’s for you.
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#EarlyRetirement #FatFIRE #FinancialIndependence #WorkOptional #WealthManagement #HighIncome #EquityComp #RealEstateInvesting #TaxPlanning
Disclosure: Educational only. Not tax, legal, or investment advice. Investing involves risk.
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