☕ Good morning!

You’ve worked hard to get where you are. But lately, something feels off.

The focus that once came effortlessly feels like it’s fading. The energy to drive big decisions seems to be running on fumes. 

You tell yourself that burnout is the price of success and is just part of the game— and to some degree for high-earners, it’s true. 

But what if burnout is actually holding you back? 

Here’s the real question: If your wealth isn’t giving you flexibility and freedom, what’s it really doing for you? 

Today, we’re talking burnout prevention financial strategies– things you can do to buy yourself some time off. 

🔥 Taking back control without sacrificing success.  

Meet David. He’s 47, a C-suite executive, and by all standard measures, he’s made it. 

But, work has dominated his life for two decades, and now he’s drained, stuck in a cycle where stepping back feels impossible.  

“I can’t get off the rocket ship now, then everything I’ve been working at will be for nothing.”

For David, the answer was using his financial position to create breathing room. 

And it started with three key moves.  

1️⃣ First, he built a financial buffer—“pause without panic” money.

He structured a 6 to 12-month cushion that gave him real options. Instead of waiting for burnout to force a decision, he mapped out a sabbatical like any other financial investment. 

Some take a summer. Others a year. The point is planning ahead.  

2️⃣ Second, he reimagined his career pace. Hybrid retirement isn’t an on/off switch. Instead of quitting outright, he restructured his role—advisory work, board positions, consulting gigs—so he kept generating income while working less.  

3️⃣Finally, he dug into his numbers. What’s your real “burn rate”? We’re not talking about some arbitrary financial goal. 

How much do you actually need to live well? 

Ultimately, David realized he wasn’t working for financial security—he was working out of habit.

Despite making $450K a year, he was too drained to enjoy it. His core expenses were $10K/month, and even his dream lifestyle—travel, flexibility, the works—topped out at $15K. 

But his investments (a mix of index funds, bonds, and private equity) already covered $9K/month. On top of that, his savings could buy him at least a decade to figure things out.

The math was straightforward; he didn’t need to grind at this level anymore. Or, he could at least afford to take some time off and return to it re-energized and refocused. Instead of an all-or-nothing exit, he redesigned his career—advisory roles, board positions, consulting. More time, less stress, still earning.

What was necessary? A career that didn’t drain him.  

🛑 Success doesn’t need to be a moving target: define it on your terms  

What does winning actually look like for you? More time with family? Exploring passions you’ve put on hold? If your current reality isn’t aligned with those priorities, it’s time to rethink the game plan. 

Here are a few questions to noodle on:

1. If your income doubled tomorrow but your workload stayed the same, would you feel relief—or dread?

2. If your calendar was wiped clean next month, would you recreate your current schedule—or finally choose something different?

3. If someone else quietly observed your life for a month without hearing your explanations, would they know what you truly value?

High achievers often chase some vague goal of "enough." If you don’t set the target, external forces—market expectations, social comparison, and even old habits—will do it for you. 

The goalpost keeps on moving. 

Another client, Terry, scaled down her role to Fractional CMO, making about 35% less but having full control over her schedule. 

She combined her investments and salary to put resources into her longevity– a personal trainer, an executive coach, a personal virtual assistant for her personal life, and dedicated time blocked off for mental recovery, just like any critical business meeting. 

Because if you’re comfortable betting millions on the growth of a company, why hesitate to make significant bets on yourself? 

LeBron James spends over $1 million per year optimizing his body—not just because he’s an athlete but because he recognizes it’s the foundation for everything he achieves. It’s not surprising that he’s one of the most dominant players in an industry where 40 is considered old.  

If your greatest asset is your ability to perform, create, and earn, investing in your energy, mental clarity, and resilience is a smart strategy. 

💰 Maximize Your Executive Compensation – Live Event

You work hard—so why not make sure you’re getting every dollar, perk, and benefit you deserve?

Join me, Dan Pascone, and Jacob Warwick on April 8 at 2:30 PM EST for a power-packed 

LinkedIn Live on how to:

✅ Negotiate a top-tier comp package

✅ Optimize your earnings for long-term financial security

✅ Leverage smart tax & wealth strategies

Your career is an investment. Let’s make sure you’re cashing in.

📅 Save your spot here

Making Sense of Executive Burnout Planning

Burnout will negotiate for you—unless you do it first. Treat your own well-being with the same strategic rigor you’d apply to growing a business.

One shift is prioritizing liquidity over long-term assets. Fancy portfolios mean little if cash flow bottlenecks your freedom. Liquidity is leverage because it gives you options, whether pivoting, renegotiating your role, or simply taking a breath.

Build liquidity through short-term Treasuries or high-yield savings for a ready-to-use cash buffer.

Get tactical about burnout exits the same way you would business exits:

• Calculate your real burn rate and ideal lifestyle cost.

• Define your financial runway clearly; how long could you pause without panic?

• Diversify active cash flow sources: consulting gigs, advisory roles, dividends—income streams without burnout.

• Diversify passive cash-flowing investments: dividend ETFs, bond ladders, or strategic rental properties.

• Leverage automation, fractional assistants, and financial advisors. 

Plus, there are numerous strategies you can do in a low income year that can actually save you boatloads on taxes when the time comes to permanently retire.

Stay savvy, stay proactive, and keep your financial future bright.

Until next week!

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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