Ask Paula: How to Shift From Financial Independence to a Mini-Retirement?

<p>#306: Jake and his wife want to retire in five years, at which point they’ll have 14 years before they can access their 401k funds. To help bridge that gap, Jake wants to know: what should their asset allocation look like for their taxable brokerage account?</p><p>This year, Kim’s employer enrolled all employees into a “fully funded indemnity program combined with a nationwide direct primary care membership.” What the heck is this program, and how might it impact Kim’s finances?</p><p>Burnt Out in Boston is switching their focus from financial independence to taking a mini-retir...