EP. 72: Rachael Camp: Dream Life, Financial Freedom, Sudden Wealth, Alternatives to Retirement and more

 

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Money is a difficult topic, so when I meet someone who can make it easier, I can’t wait to have them on the show.

Rachael is a Certified Financial Planner and owner and founder of Camp Wealth, a financial planning firm for high-earners and entrepreneurs.

She graduated from Indiana University Kelley School of Business with a degree in Finance, and spent her entire career in financial services.

She created Camp Wealth when she realized financial advisors weren’t providing the service that Solopreneurs and High-earners really need.

I've been enjoying her thoughtful writing for a while now, and I’ve been curious to have a deep discussion with Rachael about a variety of money topics and more.

Today, Rachael shares how her clients often realize they need less than they thought to have their dream life. She explains the 5 levels of financial freedom. I really appreciate her thoughts on handling a large, sudden sum of money. Rachael shares with me the most common myths associated with financial freedom. I found it refreshing and inspiring to hear that it’s not all about beating the index but creating an environment that encourages disciplined & consistent investing.

Rachael explains how: “Investing when it's hard to invest is a way to increase performance.” Stay tuned until the end when my guest reveals some alternatives to traditional retirement. Finally, Rachael tells me how sometimes she uses her time away in a cabin in the mountains with no internet and TV to find inspiration.

We take on so many big ideas today; please enjoy and help me welcome - Rachael Camp.


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IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, neither my firm nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of a member of a registered investment adviser and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results.

 
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EP. 73: Pieter Slegers: Compounding Quality Lessons from Investing Legends

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EP. 71: Christian Billinger: Investing a Family Fortune with the Soul in the Game