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Aubrey Williams

Financial advisor and founder of Open Path Financial who focuses on members of the FI community and neurodiverse clients; presented the 'Everyone Adjusts' framework on using historical analysis and risk-based guardrails for drawdown planning.

Top 3 podcasts with Aubrey Williams

Ranked by the Snipd community
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39 snips
Aug 29, 2025 • 59min

The Secret to Retiring Early AND Spending More Money

Financial planner Aubrey Williams, an advocate for a flexible approach to retirement, joins the hosts to unveil his revolutionary guardrails strategy. He challenges traditional retirement myths, shaping a mindset that empowers retirees to enjoy their wealth. The conversation covers adjusting spending according to market conditions, the psychological barriers to spending freely, and tools for effective decumulation. Aubrey's insights provide a refreshing view on early retirement, revealing that you can retire early, spend well, and live better.
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29 snips
Sep 29, 2025 • 1h 25min

Risk Based Guardrails for Drawdown | Ep 566

Aubrey Williams, a financial advisor and founder of Open Path Financial, shares insights tailored for the FI community, focusing on neurodiverse clients. He discusses the shortcomings of the traditional 4% withdrawal rule, advocating for personalized, historical analyses instead. Aubrey introduces innovative 'risk-based guardrails' that allow for dynamic spending adjustments based on portfolio performance, promoting financial confidence. They also explore how community engagement and flexible spending can empower individuals to reach financial independence sooner.
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27 snips
Aug 26, 2025 • 52min

From $90K in Debt to Coast FIRE at 45

In this episode, guest Aubrey Williams, a financial advisor dedicated to helping the FI and neurodiverse communities, shares his inspiring journey from $90,000 in debt to achieving Coast FIRE at 45. He discusses the crucial steps he took to increase his income and cut costs during tough times. Aubrey highlights the value of community support, the significance of personalized financial strategies, and how adaptability in decision-making led to his financial independence. Tune in for insights on overcoming setbacks and reshaping your financial future!

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