Achieving Financial Independence

Are you Baby Boomers looking to secure your financial future? Achieving Financial Independence is not only doable but crucial as we are Aging. Our Experts in this area of the site provide practical steps to ensure you’re financially stable and able to enjoy your Retirement to the fullest. Achieving financial independence is our goal, which is offering the freedom to make life decisions without being overly stressed about Money. It means having enough savings, investments, and cash on hand to afford the Lifestyle you desire for yourself and your Family—a true sense of financial Security. Strategies that can help Baby Boomers attain financial independence include effective budgeting, smart investments, and meticulous planning for healthcare costs.

Understanding where you stand financially is the first critical step toward financial independence. This includes calculating your net worth—assets minus liabilities—and understanding your cash flow, the ins and outs of your daily finances. Setting clear, achievable goals is crucial for financial planning. These should be split into short-term and long-term to keep you motivated and on track. Achieving financial independence is not just about having enough money; it’s about gaining the freedom to enjoy your life on your own terms.

Financial Independence Specialists & Contributors

Christine Luken Financial Dignity® Coach

Daniel Messeca Financial Planner

Grant Bledsoe Financial Planner to Business Owners

Saba Khan Financial Advisor, Podcaster

Benjamin Smith Host, Retirement Success in Maine Podcast & Financial Advisor

David Hadley Stress Less Financial-Retirement Specialist

Gordon Stein Professional Financial Wellness Speaker and Author of Cashflow Cookbook

Greg Aler Founder of Golden Reserve and Author of Fire Your Financial Advisor

Jesse Cramer Writer & Financial Planner

Joe Allaria Certified Financial Planner

Rennie Gabriel The Financial Coach

Stephanie Smith Owner, New Light Financial Solutions

John Brandy Podcaster

Adam Koós Adam D. Koós, CFP®, CMT, CEPA

Agnes Knowles Podcaster

Alejandra Carr Entrepreneur, Founder and CEO

Alex Escobar Podcaster

Alex Schloe Dr. Alex Schloe

Andy Lopata Author, Podcast Host and Speaker on Professional Relationships Strategy

Anthony Cirillo Health, Aging, Caregiver Expert

Anthony Weaver Podcaster

Ari Taublieb MBA - Early Retirement

Barbara Klein Blogger

Beth Blecker Podcaster

Podcasts About Financial Independence

Your Brand Amplified

Remarkable People Podcast

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Mitlin Money Mindset

Women Over 70: Aging Reimagined

Measure Success Podcast

Ditch The Suits: Financial Planning Insights Without The Sales Pitch

Behind The Numbers With Dave Bookbinder

Design Your Life, Your Way - Empowering Women Over 50 to Live Life On Purpose

Transforming The Toddler Years- Parents and Educators Raising Calm, Connected, Capable Kids

Fire Your Financial Advisor by Golden Reserve

Grit, Grace, & Inspiration | Inspiring You to Dream Bigger, Find Your Purpose, & Become Your Best Self

Books About Financial Independence

Balance for Seniors: How to Avoid Falls That Can Kill You or Worse

By SharonAnn Hamilton

Navigating the Medicare Maze With Medicare Misty

By Misty Bolt

Courage and Resilience: A Boomers Story

By Michael Berman

Money Confident Girls

By Julina Ogilvie

Voices of the 21st Century

By Heather Markel

Living Longer IS the New Normal: Lessons from a Geropsychologist on Living Longer and Making it Over the Hurdles

By Joseph M. Casciani PhD

Ditch Your Debt While Banking Bucks: Living the 60/40 Rule on Your Current Income

By Janine Bolon

The Thriving Solopreneur: Nurture Your Business In Just 4 Hours a Week

By Janine Bolon

SOLO AND SMART: The Roadmap for a Supportive and Secure Future

By Carol Marak

Dare to Discover Your Purpose

By George Jerjian

Lasting Touch

By Jean-François Pinsonnault

Cashflow Cookbook – US Edition: $2 Million of Financial Freedom in 60 Easy Recipes

By Gordon Stein

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Podcast Episode

Your Brand Amplified

S E757: Julie Ellis on Leading Bold Teams Through Uncertainty

Anika sits down with Julie Ellis to explore the inflection point every founder dreads—the moment you've built the business, achieved the goal, and suddenly realize you have no idea who you are without it. Discover why selling an eight-figure business can feel like grief disguised as success, how d…

Anika sits down with Julie Ellis to explore the inflection point every founder dreads—the moment you've built the business, achieved the goal, and suddenly realize you have no idea who you are witho…

Anika sits down with Julie Ellis to explore the inflection point every founder dreads—the moment you've built the business, achieved the goal, and suddenly realize you have no idea who you are without it. Discover why selling an eight-figure business can feel like grief disguised as success, how delegation is the real bottleneck between scaling and plateauing, and the counterintuitive truth that derails most women entrepreneurs: it's never about having a bigger vision. It's about believing you're worthy of one—and whether you have the systems and people around you to make it real.In This E…

Listen · 43:55

Anika Jackson July 15, 2026

Podcast Episode

Remarkable People Podcast

From Failing College to Financial CEO: William Bissett on True Leadership and Letting Go

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. After overcoming a turbulent childhood, tragic family events, and early academic failures, William bu…

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. A…

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. After overcoming a turbulent childhood, tragic family events, and early academic failures, William built a resilient career in financial planning. Launching his own firm in 2019, he has since grown it into a multi-million-dollar operation. William is also an active angel investor, a dedicated husband and father, and a passionate advocate for leading businesses from a place of abundance rather than …

Listen · 1:09:57

David Pasqualone July 15, 2026

Podcast Episode

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, retirement healthcare costs, retirement withdrawals, and lifestyle expectations to see what’s actua…

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, r…

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, retirement healthcare costs, retirement withdrawals, and lifestyle expectations to see what’s actually possible in retirement. **Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Inve…

Listen · 10:38

Drew Blackston July 15, 2026

Podcast Episode

Mitlin Money Mindset

Why a Market Strategist Got More Optimistic About the Rest of 2026 w/ Ryan Detrick

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and what's driving the market now. You'll learn the biggest risk to the market (it's not what you think)…

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and …

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and what's driving the market now. You'll learn the biggest risk to the market (it's not what you think), what history says about midterm years, and why he's actually more optimistic. Want the full picture? Check out the Midyear Outlook 2026: https://mitlin.us/2026Outlook Topics discussed: (00:00) Introduction (02:07) Ryan's path to market strategist (05:02) The SpaceX IPO (09:58) Becoming a CNBC Cont…

Listen · 34:26

Larry Sprung July 14, 2026

Podcast Episode

Women Over 70: Aging Reimagined

389 Road Scholar and Solo Travelers: An Opportunity for Learning & Intergenerational Connection

Lifelong traveler, Barbara Winard, 78, has been exploring the globe since she was in her twenties. She loves traveling independently and has taken 8 trips as a solo traveler with Road Scholar— the not-for-profit world leader in educational travel for older adults. Barbara travels to learn, so Road…

Lifelong traveler, Barbara Winard, 78, has been exploring the globe since she was in her twenties. She loves traveling independently and has taken 8 trips as a solo traveler with Road Scholar— the n…

Lifelong traveler, Barbara Winard, 78, has been exploring the globe since she was in her twenties. She loves traveling independently and has taken 8 trips as a solo traveler with Road Scholar— the not-for-profit world leader in educational travel for older adults. Barbara travels to learn, so Road Scholar’s focus on educational travel has been a perfect fit for her. “Discovering new things in your life is wonderful,” she says. “All travel expands your world and helps you understand other people.”After traveling with Road Scholar to South Dakota, Barbara started writing blogs for th…

Listen · 31:28

Gail Zelitzky & Catherine Marienau July 14, 2026

Article

Coaching Program Financing for High-Ticket Offers

Nationwide Payment Systems  Coaching Program Financing for High-Ticket Offers Learn how coaching program financing helps coaches, consultants, course creators, and masterminds close more high-ticket sales without discounting or becoming the bank.  Presented by Allen Kopelman, CEO — Nationwide…

Nationwide Payment Systems  Coaching Program Financing for High-Ticket Offers Learn how coaching program financing helps coaches, consultants, course creators, and masterminds close more high-ticket …

Nationwide Payment Systems  Coaching Program Financing for High-Ticket Offers Learn how coaching program financing helps coaches, consultants, course creators, and masterminds close more high-ticket sales without discounting or becoming the bank.  Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz Podcast  AI OVERVIEW For coaches and consultants, the high upfront cost of premium programs is often the primary obstacle preventing qualified prospects from enrolling. Offering third-party coaching program financing provides approved clients …

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ALLEN KOPELMAN July 14, 2026

Article

David Fenton’s Prescription for Democrats: Simplify the Message, Fight Corruption and Build a Movement

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy papers to an information war—and veteran activist and public relations strategist David Fenton says the…

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy paper…

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy papers to an information war—and veteran activist and public relations strategist David Fenton says they are getting clobbered. After more than 50 years helping progressive causes win public attention and political support, Fenton has a blunt diagnosis: Democrats too often use complicated language, assume good ideas will sell themselves and fail to communicate with the mass audience in a way people c…

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Bob Gatty July 14, 2026

Article

Turning Cities Green: Nicole Whalen’s Stormwater Solution for Climate Change

Watch the show on television by downloading the SuperCrowd.tv Channel app to your Roku or Amazon Fire TV or e360tv channel app to your Roku, LG or Amazon Fire TV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Nicole: I walk into challenges not seeing them as insur…

Watch the show on television by downloading the SuperCrowd.tv Channel app to your Roku or Amazon Fire TV or e360tv channel app to your Roku, LG or Amazon Fire TV. You can also see it on YouTube.Join t…

Watch the show on television by downloading the SuperCrowd.tv Channel app to your Roku or Amazon Fire TV or e360tv channel app to your Roku, LG or Amazon Fire TV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Nicole: I walk into challenges not seeing them as insurmountable. Let’s figure this out.Nicole Whalen, founder of Green Compass, is revolutionizing urban sustainability by tackling one of the largest contributors to greenhouse gas emissions: buildings. During today’s episode, Nicole explained how her company uses an innovative approach to retrofit c…

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Devin Thorpe July 14, 2026

Article

Nomadic Living: Lessons From Long-Term Travel Abroad

When Anthony and Catherine sold their home and left their careers behind, they didn’t know exactly what to expect from eight years as nomads. What they discovered was that long term travel tips matter far less than the mindset you bring to the journey. Running With Cat documents their extraordinar…

When Anthony and Catherine sold their home and left their careers behind, they didn’t know exactly what to expect from eight years as nomads. What they discovered was that long term travel tips matt…

When Anthony and Catherine sold their home and left their careers behind, they didn’t know exactly what to expect from eight years as nomads. What they discovered was that long term travel tips matter far less than the mindset you bring to the journey. Running With Cat documents their extraordinary adventure across five continents, and within that story lies wisdom about how to actually live abroad for extended periods. Nomadic living isn’t a vacation. It’s a complete reimagining of how you operate in the world. When you’re running marathons in Madagascar, walking the Great Wall of Chi…

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Anthony Copeland-Parker July 14, 2026

Podcast Episode

Measure Success Podcast

More Than Money: Building Wealth That Matters with Tyson Ray

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a better life. Tyson shares lessons from his career helping business owners, a powerful experience in Is…

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a be…

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a better life. Tyson shares lessons from his career helping business owners, a powerful experience in Israel that reshaped his perspective, and why financial success should always support purpose, relationships, and legacy. Together, they explore retirement, succession planning, giving while you're living, and how business owners can avoid spending their lives chasing more money without enjoying what …

Listen · 35:37

Carl Cox July 14, 2026

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