Episode 17: The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom

August 11th, 2025  |  24 mins 49 secs

business legacy planning, coast fi, concentration risk, financial independence, lifestyle planning, liquidity event, part-time work transition, private club membership

In this episode, we answer listener questions about reducing concentration risk ahead of a major liquidity event, deciding whether a private club membership fits your financial life, and evaluating the tradeoffs of shifting to part-time work after reaching Coast FI. Plus, our Money in the Headlines segment looks at a WSJ article about why financial advice often fails to reflect individual preferences.