Optimizing Early Retirement for Couples on Different Timelines

The Money with Katie Show

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes.

Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA.

Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.

Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/different-fi-timelines.

Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.

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