Thinking of stepping away from work for a few months—or even a year? You’re not alone. In this episode of Five Minute Finance, Mike Morton and Matt Robison break down the rising trend of sabbaticals and gap years among mid-career professionals.

They explore how to financially and emotionally prepare for extended time off, covering everything from sabbatical funds and health care planning to taking advantage of low-income tax strategies like Roth conversions. They also dig into the psychology of identity and burnout, sharing tools like “fear setting” and emphasizing the power of experiences over stuff. Whether you're craving rest, reinvention, or just a break from the grind, this episode offers a practical roadmap to make it happen—no bank heist required.

Are you ready to create your ideal lifestyle?  Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/