Becoming Work Optional
by Rachael Camp & Matt Garasic
Latest episode
#030 - Overrated Financial Planning Topics
#030 - Overrated Financial Planning Topics
About this podcast
Becoming Work Optional is the go-to podcast for millennial business owners and executives who want to defy traditional retirement expectations by living a financially independent, work-optional life before their 60s.
Join Rachael and Matt as they leverage expert interviews, real-life case studies, and almost two decades of experience advising high-net-worth clients to share actionable tips that help you save money on taxes, invest for your future, and align your money with your ideal life.
Episodes
The newest 20 of 30 episodes
- #030 - Overrated Financial Planning Topics · 50 min · Season 1 Episode 30In this episode of Becoming Work Optional, Matt and Rachael focus on overrated financial planning topics, emphasizing the importance of distinguishing between effective…
- #029 - Everything you Need to Know About Electing S-Corp · 37 min · Season 1 Episode 29In this episode of Becoming Work Optional, Matt and Rachael focus on the benefits and considerations of electing S-Corp status for business owners, particularly regarding…
- #028 - Building a Lifestyle Business in 30hrs/Week · 59 min · Season 1 Episode 28In this episode of Becoming Work Optional, Matt and Rachael interview Matt Chiappetta, a CPA turned solopreneur, shares insights on his journey to achieving work optional status…
- #027 - Aleksandr Volodarsky and his journey from Soviet Union to Entrepreneurship · 1 h 2 min · Season 1 Episode 27In this episode of Becoming Work Optional, Matt and Rachael interview Aleksandr Volodarsky, CEO of Lemon.io. They discuss his journey growing up in the Soviet Union to building a…
- #026 - 2025 Tax Planning For Your Business · 44 min · Season 1 Episode 26In this episode of Becoming Work Optional, Matt and Rachael focus on proactive tax planning strategies for business owners to optimize their financial outcomes in 2025. Key…
- #025 - How to Start a Business Without Destroying Your Financial Goals with Justin Peters · 1 h 8 min · Season 1 Episode 25In this episode of Becoming Work Optional, Matt and Rachael interview Justin Peters where they discuss the concept of achieving work optional status, focusing on the balance…
- #024 - "Retirement" After a Life of Serial Entrepreneurship · 1 h 0 min · Season 1 Episode 24In this episode of Becoming Work Optional, Matt and Rachael interview Carl Landau, an entrepreneur who has built and sold multiple businesses and now embraces a lifestyle of…
- #023 - Tax Hacks from $250MM Founder Ankur Nagpal: Do These 6 Moves Before Year-End · 1 h 2 min · Season 1 Episode 23In this episode of Becoming Work Optional, Matt and Rachael interview Ankur Nagpal, a successful entrepreneur who shares insights on achieving work-optional status and the…
- #022 - Being Poor Sucks: How to Change the Money Beliefs Holding You Back with Dr. Brad Klontz and Adrian Brambila · 1 h 11 min · Season 1 Episode 22In this episode of Becoming Work Optional, Matt and Rachael interview Dr. Brad Klontz and Adrian Brambila, discussing their new book "Start Thinking Rich," which explores 21…
- #021 - Liz Giorgi on Building a Business That Gave Her Financial Freedom in Her 30’s · 1 h 8 min · Season 1 Episode 21In this episode of Becoming Work Optional, Matt and Rachael interview Liz Giorgi, Emmy Award winner and CEO of Soona, discussing her entrepreneurial journey, emphasizing the…
- #020 - What To Do With A Bonus or Windfall · 27 min · Season 1 Episode 20In this episode of Becoming Work Optional, Matt and Rachael discuss what to do when receiving a large bonus or windfall. They emphasize the importance of tax planning and working…
- #019 - The Reality of Dividend Investing · 25 min · Season 1 Episode 19In this episode of Becoming Work Optional, Matt and Rachael delve into the nuances of dividend investing, discussing both its advantages and tax implications. They break down the…
- #018 - From Bankruptcy to Billionaire: How Ron Carson Overcame a Financial Scarcity Mindset · 59 min · Season 1 Episode 18In this episode, Rachael interviews Ron "Omani" Carson where he shares his journey from a challenging childhood in Nebraska to becoming a successful financial advisor and…
- #017 - The Shift to Impact Work · 32 min · Season 1 Episode 17In this episode, Rachael and Matt discuss the mindset shift required when transitioning to a fully work optional status. They emphasize the importance of shifting focus from…
- #016 - Making the Most of Employee Stock Options · 35 min · Season 1 Episode 16Episode Summary: In this episode of the 'Becoming Work Optional' podcast, Matt and Rachael delve into the intricacies of employee stock options, exploring both their benefits and…
- #015 - Generational Wealth · 27 min · Season 1 Episode 15In this episode, Matt and Rachael discuss the concept of generational wealth and the goals that clients have for helping their children financially. They explore different tools…
- #014 - What You Should Expect From a Financial Advisor · 42 min · Season 1 Episode 14In this episode, Rachael and Matt discuss the important steps and expectations to consider when choosing a financial advisor. Whether you’re looking for comprehensive financial…
- #013 - Traditional vs. Roth · 36 min · Season 1 Episode 13In this episode Rachael and Matt discuss the traditional versus Roth debate when it comes to retirement contributions. They emphasized the importance of considering individual…
- #012 - Avoid the Most Common Financial Mistakes · 38 min · Season 1 Episode 12In this episode, Rachael and Matt tackle common financial mistakes and delve into the complexities of insurance coverage, investment strategies, and tax planning. From the…
- #011 - Sacrifices required for a Work Optional life · 32 min · Season 1 Episode 11Episode Summary: In this episode of "Becoming Work Optional," hosts Rachael and Matt discussed the concept of becoming work optional, emphasizing the importance of giving up…
