They Want to Cut Their Income By 50%… Is It Possible?
Luis (28) and Kori (28) earn over $200,000 combined, with twins arriving in October and $151,000 already invested. But a 72-month car loan they thought was 60 months, an emergency fund running $15,000 short, and three months of unpaid maternity leave on the horizon mean the plan they built for two needs some serious work before life gets messy. Brian Preston and Bo Hanson help them build a "messy middle" roadmap from now through October and all the way to financial independence at 60, walking through how their numbers can grow even after dropping to one income in their mid-30s. Timestamps 0:00 Meet Luis and Kori: Twins on the Way 2:30 Their Backgrounds and Financial Upbringings 4:43 The Net Worth Reveal 7:19 Their Financial Questions and the Car Situation 14:35 Emergency Fund and Savings Breakdown 20:35 Their Goals and Questions 24:25 Long-Term Financial Independence Goals 36:51 Embracing the Messy Middle 39:40 House, School District, and Impulsive Tendencies 42:25 Life Insurance, Estate Planning, and our New Parent Guide 44:54 Mortgage Prepayment and the Budget Reorg 48:26 Post-Session Analysis: Building the Plan 51:06 Emergency Fund: The First Priority 53:17 The Car: Getting Under 20/3/8 54:55 Dual Income to One Income to Financial Independence 🔗 Apply to be on Making a Millionaire → https://moneyguy.com/apply 🔗 Financial Order of Operations (FOO) → https://moneyguy.com/guide/foo/ 🔗 20/3/8 Car Buying Rule → https://moneyguy.com/guide/20-3-8-rule/ 🔗 New Child Checklist → https://moneyguy.com/resource/new-chi... 🔗 Home Buying Checklist → https://moneyguy.com/resource/home-bu... 🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future. Jump start your journey with our FREE financial resources: https://moneyguy.com/resources/ Subscribe on YouTube for early access and go beyond the podcast: https://www.youtube.com/c/MoneyGuySho... Connect with us on social media for more content: https://moneyguy.com/link-in-bio/ Take the relationship to the next level and become a client: https://moneyguy.com/become-a-client/ #WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom

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