Financial Goals and Personal Values: Cover Your Assets…From All Angles, Session 2

In this episode of Cover Your Assets, host Billy Gwaltney dives deep into the intricate balance between financial goals and personal values with guests and financial planners Kyle Christensen and John Navin.

Kyle shares why he avoids using the term "retirement," preferring "financial freedom" as a more empowering goal, while John introduces his "freedom number" concept for a joyful life beyond just escaping a job. Together, they explore the unique financial challenges faced by medical professionals transitioning from training roles to high-earning attending positions and offer actionable strategies for building financial independence.

This episode empowers listeners to rethink their financial future with purpose-driven decisions and smart investment choices.

Episode Highlights:

• Kyle Christensen explains the concept of financial freedom and stresses the importance of understanding what you want to do once you achieve it. (08:15)
• John Navin introduces his "freedom number" and discusses why planning for a joyful life is more than just escaping a job. (16:45)
• John Navin details his diversified investment strategy, outlining different investment "buckets" based on time horizons. (32:00)
• Kyle Christensen critiques financial institutions and emphasizes the significance of investing in what you know and can control. (33:50)

The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You’ve spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you’ve dreamed of! Don’t let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.

For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on ⁠Facebook⁠ and ⁠LinkedIn⁠. 

If you have questions, feedback, or just want to connect, email Billy at ⁠billy@ownoccdisability.com.⁠