Life and Money Show

How To Retire Early, Before Mom And Dad, With Rob Berger

Episode Summary

Did you know that it’s possible to retire early, perhaps even before your mom and dad do? It’s true, and today’s guest will show you exactly how to do it. Rob Berger was able to retire early, at just age 49, and through his book Retire Before Mom And Dad: The Simple Numbers Behind A Lifetime Of Financial Freedom, he shares the lessons and strategies he used to achieve financial freedom. Rob used to be a trial lawyer and quickly climbed the partner ladder to achieve the lavish country club lifestyle he thought he wanted. He had the cars, the expensive watches, all of it. On paper, he had achieved everything he’d set out to achieve. But yet, he lacked the sense of fulfillment and flexibility he craved. In this episode, Rob shares his journey with us, how he reached financial freedom in such a short amount of time, the exact steps he took along the way, and more. Be sure to grab your free copy of the Investing For Good book: https://goodegginvestments.com/book Check out the show notes for this episode: https://investingforgoodpodcast.com/episodes/23

Episode Notes

Most of us have heard of the concept of early retirement and financial freedom. Yet for many, the specifics of exactly how to reach financial independence can be elusive and difficult to achieve.

In this episode, we chat with Rob Berger – successful entrepreneur, retired trial lawyer, and author of the book Retire Before Mom And Dad: The Simple Numbers Behind A Lifetime Of Financial Freedom.

Rob shares with us how he was able to achieve financial freedom at just 49 years of age, after just 7 years of targeted focus and intentional progress toward his goals. He talks about the specific steps he took in his process, including cutting out his daily mocha lattes, paying off his debts, monetizing his online businesses, and investing in real estate and the stock market.

WHAT TO LISTEN FOR

How, despite the lavish lifestyle Rob was able to achieve as a lawyer, he was still missing the fulfillment and flexibility he truly wanted
How Rob got started on his journey to financial freedom and how long it took him to get there
Rob’s specific tips on how to get started on your journey to early retirement
Rob’s formula for determining the exact amount you need to retire confidently
How Rob uses a “money audit” to ensure he’s keeping his expenses lean

RESOURCES FROM THIS EPISODE

Website: https://robberger.com/

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Be sure to also grab your free copy of the Investing For Good book (just pay S&H).

Thanks for listening, and until next time, keep investing for good!