Doug chats with Monica Levi, a former lawyer who retired early at the age of 40. She shares her journey to FI, including her immigration to the US at 17, a battle with cancer, the transition from law to becoming a self-discipline coach, and her passion for travel. Monica also delves into how she manages her time, expenses, and the challenges of having a working partner while being retired.
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Links
- Connect with Monica:
- Downshift Financial
- Bill Perkins, “Die With Zero”
- MHFI Facebook group
- Doug’s site
- Check out Producer Chris’s blog: Epic Financial Journey
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**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**
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Email the show: doug@milehighfi.com
0:00 Introduction
3:59 Immigrating to the US & financial upbringing
8:45 Starting to invest
15:33 Transitioning out of law
20:45 Other’s reaction to early retirement
24:56 Productivity & open space
30:58 Cancer diagnosis & recovery
35:21 Self-discipline coaching
39:22 Changing expenses & travel
48:59 Balancing a relationship & retirement
54:36 Soundcheck – Fitness goals
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