The Power of Taking a Step Back - So You Can Move Forward

What if your most important money decision wasn’t about how much you earn or save, but about knowing when to step back?

In this deeply personal episode of the Deeply Invested Podcast, Meghan shares the emotional and financial journey behind her first “mini-retirement”—a decision made in the middle of heartbreak, reflection, and unexpected change. This isn’t a story about leaving work to sip margaritas on the beach (though we wouldn’t say no to that). It’s about the freedom to hit pause when life demands it, and how financial planning can make that possible, even if you’re not wealthy.

Meghan opens up about the devastating loss that changed her perspective forever, the bold decision to resign from a six-figure corporate role, and the specific money moves that gave her the breathing room to heal, grieve, and rebuild—more than once. From emergency funds and living below your means, to avoiding lifestyle lock-in and investing consistently, she shares exactly how she built a financial foundation strong enough to withstand life’s curveballs.

Alongside Maddie, the two explore what “financial freedom” really means, why mini-retirements aren’t an all-or-nothing move, and how you can start building your own “flexibility fund” today. Whether you’ve been through a moment that made you rethink everything, or you’re simply craving more control over your time and choices, this conversation will inspire you to rethink your relationship with money and redefine what success looks like.

You’ll learn:

• How a personal tragedy led to Meghan’s first mini-retirement

• The financial steps that gave her the option to walk away from a six-figure job

• Why financial independence isn’t just about retirement—it’s about life flexibility

• Practical tips for building your own “flexibility fund”

• How aligning your money with your values creates lasting freedom

If you’ve ever wondered how to make space for rest, healing, or new opportunities without wrecking your finances—this episode is your permission slip to start planning for it now.