Key Assumptions for Financial Independence Planning

Financial independence calculators allow us to understand the path we’re on—so we can either feel good about proceeding, or get on a different one. So, using the new features we added to the 2025 Wealth Planner, we’ll explore all the considerations that might impact your own projections—from temporary expenses you won’t need to support forever (like childcare) to future pension income that’ll lower your investment needs. 

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Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/fi-timeline.

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