Living Well With Dr Mike and Lisa

Free 15-Page Workbook

Find Your Freedom Number and Stop Guessing About Retirement

As a family physician, I see what money stress does to sleep, blood pressure and family life. This free guide is my simple prescription: figure out exactly how much you need, create some breathing room, and start closing the gap, one small step at a time.

Calculate your Freedom Number
A simple 4-step worksheet that turns a vague worry into a clear target.
Shrink the gap faster
Why every $100 a month of extra income can lower your target by about $30,000.
Test a second income stream
Idea lists, a scam checklist, and a low-cost experiment before you spend a dime.

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What's Inside the Guide

Seven short parts with fill-in worksheets. Grab a pencil and work through it at your own pace.

Know Your Starting Point
A quick cash-flow and net-worth check, including the "surprise" expenses most people forget.
Your Freedom Number
Your ideal lifestyle cost, your reliable income, your gap, and the savings it takes to fill it, with a worked example.
Breathing Room
Cut one expense, pick a debt payoff method, and build an emergency buffer that lets you sleep at night.
A Second Income Stream
Turn decades of skills into extra income, plus the red flags that protect you from online scams.
Covered Calls Explained
How I reached my Freedom Number faster, in plain English, with the real risks spelled out.
Your 30-Day Plan
A week-by-week checklist and a one-page Personal Freedom Plan for your fridge.

Why a Doctor Talks About Money

I'm Dr. Mike, a practicing family physician. Lisa and I are parents and grandparents, and we believe health, wealth and happiness are connected. Financial stress is one of the biggest health problems I see. Learning one simple investing skill helped me reach my own Freedom Number much faster than the traditional path, and now I want to help you find yours.

"Simple solutions for more health, wealth, and happiness."

Start With One Number

It's free, it's practical, and it takes about an hour to work through. Enter your name and email and the guide is yours.

Financial content is for education only and is not individualized financial, tax or investment advice. Investing, including options, involves risk of loss. Personal results are not typical, and no outcome or income level is guaranteed.

© 2026 Living Well With Dr Mike and Lisa