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OptimalPath Advisors
About Us
Our Process
Blog
Schedule a Call
About Us
Our Process
Blog
Schedule a Call
FI Series #7: Tax Optimization for Financial Independence
Financial Independence Josh Short 7/20/25 Financial Independence Josh Short 7/20/25

FI Series #7: Tax Optimization for Financial Independence

Yes, you can access retirement funds early—and with smart planning, you can do it tax-efficiently. Learn strategies like Roth ladders, Rule of 55, and more.

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FI Series #6: How to Invest for Financial Independence
Financial Independence Josh Short 7/13/25 Financial Independence Josh Short 7/13/25

FI Series #6: How to Invest for Financial Independence

Building wealth for FI doesn’t require stock picking or timing the market. Learn how to invest with index funds, balanced allocation, and a stay-the-course mindset.

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FI Series #5: Save Your Way to Financial Independence
Financial Independence Josh Short 7/6/25 Financial Independence Josh Short 7/6/25

FI Series #5: Save Your Way to Financial Independence

Want to reach FI faster? Your savings rate—not your income or investment returns—is the most important factor. Learn how to raise it and shorten your path to freedom.

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FI Series #4: Laying the Foundation for Financial Independence
Financial Independence Josh Short 6/29/25 Financial Independence Josh Short 6/29/25

FI Series #4: Laying the Foundation for Financial Independence

The foundation of financial independence isn’t a number—it’s a mindset. Learn how to build lasting money habits, manage cash flow, and spend in line with your values.

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FI Series #3 How to Calculate Your FI Number
Financial Independence Josh Short 6/22/25 Financial Independence Josh Short 6/22/25

FI Series #3 How to Calculate Your FI Number

Your FI number is the amount of money you need invested to make work optional. Learn how to calculate it using the 4% rule and tailor it to your lifestyle and future plans.

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FI Series #2: What Is Financial Independence?
Financial Independence Josh Short 6/22/25 Financial Independence Josh Short 6/22/25

FI Series #2: What Is Financial Independence?

Financial independence isn’t about never working again—it’s about having the freedom to choose how you spend your time. Learn what FI really means and how it can look different depending on your goals.

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FI Series #1: Why Financial Independence?
Financial Independence Josh Short 6/15/25 Financial Independence Josh Short 6/15/25

FI Series #1: Why Financial Independence?

What if work was optional? Financial independence isn’t about retiring early—it’s about reclaiming your time and designing life on your terms. Learn how FI can create more freedom, faster than you might think.

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OptimalPath Advisors, LLC (OPA) is a registered investment advisory firm with a place of business in Church Hill, Tennessee and is currently registered with the securities administrator for the State of Tennessee. Content on this site is for informational purposes only and is believed to be reliable. Different types of investments carry varying degrees of risk. Accordingly, there can be no assurance that any specific investment will be suitable for an investor portfolio. Past performance may not be indicative of future results and investments are neither insured nor guaranteed. This site is not intended to provide investment advice, which should be obtained and implemented on an individual basis depending on your particular circumstances. Form ADV, Part II describes the business practices, services and fees of OPA.

All personal information obtained from our clients in the course of providing financial advice is held in confidence and is not released outside this firm except as agreed upon by you or as required by applicable law. Full Privacy Policy

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