Planning Step #1 :
Before Your Sabbatical
Before actually quitting your job and going on your adventure,
we’ve identified 3 important steps you need to go through.
Which one are you currently in?
I need to learning about Sabbaticals
You've heard of people taking sabbaticals but you're not sure if it's for you. You scared it may hurt your career or your other goals. You haven't fully commit to making a sabbatical part of your life.
I've Made The Decision To Take a Sabbatical - Now what?
You did it! Making the decision is one of the most important (and hardest) step. Now that you’ve made up your mind, what’s next? How do you actually make it happen?
I'm Ready To Work on My Financial Plan
You now have a pretty clear idea on what your sabbatical will look like. Now it’s time to get into the financial planning aspect of it. Fear not, our goal is to make it an empowering process!
Step 1: Learning About Sabbaticals
Top 5 Questions on Sabbatical Planning Now Answered!
If you’re dreaming of that sabbatical, but you’re not quite sure that you can make it happen, this post was written with you in mind! We’ve answered your most urgent questions!
Short Vacations vs Sabbatical – which one do I need?
Do you just need a week off to change scenery and get some rest (or much-needed adventure) or do you actually need a longer break than that? A good alternative to an often way too short vacation might be a sabbatical.
But what’s the difference between a sabbatical and a normal vacation?
Can a sabbatical prevent burnout?
Sabbatical: a break to PREVENT the damage stress can cause rather than fixing it afterward
Debunking The Myths About Going On A Sabbatical
Contrary to popular myth, you really don’t have to be rich and have a lot of freedom to take a sabbatical, and the thousands of people around the world who are on their sabbaticals right now are proof! You could be one of them, too!
I want a Non-traditional Career Path Am I Crazy?
In life, there is always more than one way of doing things. And this traditional path is far from being the only one available to you.
So… you want a non-traditional career path? Let’s do it!
Taking a Sabbatical: Will it Ruin or Grow Your Career?
Dreaming of going away for a year? Quitting your job and exploring the world? But you are scared taking a sabbatical will ruin your career? What if it can actually help you grow it?!
Step 2: Get clear on your Sabbatical
6 Things That Can Ruin Your Sabbatical
Taking a sabbatical is a big commitment for most people. And along with big commitment comes big questions and fears. So how can we make sure to not waste this amazing experience? Is there anything that could ruin your sabbatical? Let’s see!
How long does it take to plan a sabbatical?
The financial planning phase of a sabbatical is often underestimated and undervalued. What can you expect by taking the time to get a solid financial plan in place before your sabbatical? Learn more!
How to define your sabbatical goals in 5 questions
Taking a prolonged break from work requires mindful financial planning and goal setting. These 5 questions will help you define your sabbatical goals!
4 Steps to Plan Your Career Break This Year
The beginning of the year is here! There is no better time than now to commit to making our dreams happen. If taking a sabbatical or an extended break from work is at the top of your list for this year, here is how to start making it a reality!
How To Talk About Your Sabbatical To Your Manager
We’ve all experienced that feeling of apprehension and dread leading up to a conversation with our manager. Whether it’s asking for a pay rise, asking for feedback, or even giving your notice, it’s only natural to experience anxiety or worry in anticipation of the confrontation. If you’re considering a career break to travel, it’s likely you’re already worrying about the moment you’ll need to bring it up at work.
How To Take a Sabbatical In The Next 5 Years
Planning on taking a break from work? Here is how to take a sabbatical in the next 5 years! With 8 steps to follow to help you create your dream career break!
Plan it now. Go when you’re ready
Step 3: Financial Planning for Your Sabbatical
4 Effective Financial Strategies To Consider When The Market Is Down
4 Effective Financial Strategies When The Market Is Down – Optimize your investment portfolio to embrace market fluctuations.
What should I do with my 401(k) when I leave for my sabbatical?
You’ve given your notice to your company. You’re getting ready to leave on your sabbatical. But before you go, you still have a few things to take care of…like what to do with your 401(k) now that you’ve quit your job.
8 Unexpected Ways To Fund Your Sabbatical
To go income-free for a year isn’t something that happens overnight! With careful preparation, it can be an accessible goal and absolutely possible. Learn how to fund your sabbatical with these 8 unexpected strategies!
Understand your current employer-sponsored benefits before you quit your job
Benefits can play a big role, yes, but please don’t let them be the reason you don’t take the sabbatical you’ve been dreaming of. Let’s understand what you have so you can be savvy about (and prepared for) leaving some of those benefits behind!
Why work with a financial planner on my sabbatical plan?
Are you thinking of taking a break from work. 6 months, maybe 1 year without stepping in the office! Wouldn’t that be a dream? Maybe you’re thinking that could only be jus that… a dream. It is very much possible with the right planning!
This is why working with a financial planner on your sabbatical is a great way to make that dream come true!
Smart Tax Planning Moves To Consider Before Year-End & BEFORE GOING ON SABBATICAL
Did you know that December 31st is the deadline for Roth conversions, tax loss harvesting, and employee contributions for self-employed plans?
Here is what it means for you and how it relates to sabbatical planning!
About Us
We both had amazing and memorable sabbatical experiences (if you’re curious you can learn more here). Our time abroad shaped the humans we are today as well as the business we are building!
As financial planners, we now help you to get that experience!
Our mission is to make sabbatical breaks not only possible but also an important, intentional, and rich part of your career through smart financial planning!
If you are being called to quit your job and start planning a trip around the world, then this is for you. With smart planning, you can have it all!
Kailie & Taylor
