Making Work Optional

Steps to Financial Freedom

Geoff Curran, CPA, CFA, CFP®


Retirement in the 21st century can mean attaining a version of freedom where work becomes optional, at any age.

Once you have enough resources where income from employment isn’t required to maintain your lifestyle, you have the freedom to pursue whatever retirement looks like for you. This ebook from Merriman Advisor Geoff Curran is filled with real-life strategies we recommend to clients to enhance their financial situations and help them along the way toward making work optional.

Download this ebook today and use it as a framework and checklist to cross off what you’ve accomplished and identify areas for improvement each year.

This book was written to further Merriman’s mission of educating and helping families achieve their most important goals, such as preparing for a meaningful retirement. It’s filled with real-life strategies to enhance their financial situations and help achieve those goals.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.