104R | Travel Rewards | End of Year Planning

104R | Travel Rewards | End of Year Planning

An update from Marla Taner on 2018’s best travel reward options, a hack for keeping your bills low, a review of Monday’s episode with Doc G. Jonathan tries out a new service to ensure that his bills are staying low. Billfixers.com says they will call your service providers for you and negotiate lower rates. You pay them 1/2 of what they save you the first year. Jonathan will report back how it … Read more

103R | The Apprentice

103R | The Apprentice

Captain DIY returns to recommend some accessible projects for the beginning DIYer, Jonathan highlights two recipe and meal organization apps, and several messages from the ChooseFI community. Brad made the best of Black Friday and his local community to pick up a ping pong table for his family. ChooseFI community member Olga recommends the Paprika app, which is helping Jonathan to plan his recipes, groceries and track his calorie consumption. … Read more

102R | The Triple Tax Savings of Health Savings Account

102r triple tax savings

Brad and Jonathan explain the long-term tax benefits of using a Health Savings Account to pay for medical expenses, discuss the benefits of new index fund investing options, review Monday’s episode with Timika Downes. Brad and Jonathan are getting back to traditional health insurance, and excited about the Health Savings Account (HSA). Most companies offer health insurance options, typically including: Low monthly premium + high deductible High(er) monthly premium + … Read more

101R | Side Hustle Coaching Series Part 4

101R _Blog_ Side Hustle Coaching

Brad and Jonathan talk about their experiences with W2 jobs and building side hustles, Jose shares his own side hustle tip, and Alan and Tallis wrap up the 4-part Side Hustle Coaching Series. Brad and Jonathan are jumping into planned spontaneity. Do your actions align with your values? Brad recounts how the accounting firm he worked for right after college, one of the biggest in the U.S. at the time, … Read more

100R | Know the Rules

100R Know the Rules

Brad and Jonathan explain how simply knowing the rules can save you thousands on taxes and college financing, Brad talks through the IRA Conversion Ladder and Capital Gains Harvesting, and a few updates from the community. The financial independence movement is growing, and seeing a lot more press coverage. Messaging matters: The Wall Street Journal published one article with two different headlines. Pursuing financial independence isn’t about buying brown bananas, … Read more

099R | Market Fluctuations | Stick to Your Plan

099R Market Fluctuations

Brad and Jonathan review Monday’s episode about generous giving and resource stewardship, then catch up on voicemails and updates from the community about dental school, fall activity ideas, and the recent dip in the stock market. Jonathan recaps his recent family vacation and travel to FI Chautauqua Greece. Chautauqua was most importantly about community. Jonathan saved nearly $1,200 on a bill for his son’s broken leg just by asking for … Read more

098R | A Cautionary Tale in HyperDebt

098R A Cautionary Tale in Hyper Debt

An exciting conversation with Jared about his path to FI as a traveling physical therapist and his current 5-month trip abroad, as well as a voicemail about healthcare planning and a review of Monday’s episode. • Brad and Jonathan are releasing this episode while in Greece. • Brad talks about the challenges of buying foreign currencies before a trip abroad. • Travelers can open a Schwab Bank High Yield Investor … Read more

097R | The Good Dad Project

097R The Good Dad Project

A conversation with Larry Hagner from The Good Dad Project updating Brad on the recent financial changes he’s made in pursuit of more financial independence and his family’s budgeting strategies, as well as highlight’s from Monday’s episode from The White Coat Investor. Jonathan gives an update on his vegan experiment. Adopting a meatless diet was relatively easy, but going all-in vegan is more challenging. Dr. Dahle, from Monday’s episode, pioneered … Read more

096R | The Money Matriarch of the World & the Godfather of FI | Suze Orman & JLCollinsNH

Money Matriarch Suze Orman and Jim Collins NH

An in-depth conversation with JL Collins about a recent controversial interview given by Suze Orman, and clarification of what concepts are truly at the heart of the financial independence movement. Frugal wins of the week from Brad & Jonathan: garbage pickup and cell phone batteries. What questions did Dominick Q, from Monday’s episode, ask that were most impactful for Jonathan? Jonathan explains how he uses a planner at night to … Read more

095R | Call to Action

095R Call to Action

Brad and Jonathan get an update about the “Playing with FIRE” documentary, they recap FinCon 2018, and review feedback from the community about Monday’s episode with the Military Dollar. Brad and Jonathan just returned from FinCon in Orlando, Fl. The meet up during FinCon was a huge success. ChooseFI won the “Best Personal Finance/Retire Early Blog or Podcast” at the conference. Potentially as much as 20% of ChooseFI’s community are … Read more

094R | Transitioning to Entrepreneurship | A Case Study in Estimated Taxes

094R Transition to Entrepreneurship

The logistics of estimating and paying taxes as an entrepreneur, Brad’s frugal win of the week, and emails from the ChooseFI community. Brad and Jonathan are at FinCon in Orlando, Fl. Brad describes his family’s frugal win of the week at Old Navy. Review of the tax implications of winning a non-cash prize. How do some entrepreneurs put themselves in a position to fail because of taxes? Case study: how … Read more

093R | Other Mountains to Climb

093R Other Mountains to Climb

Brad, Jonathan and Joe Saul-Sehy, from Stacking Benjamins, talk about what is rewarding to your soul, give feedback to a ChooseFI community member who’s considering selling his business, and recap Harry, the Ride Share Guy’s strategies for becoming the center of a niche. Hurricane Florence’s path didn’t go near Brad and Jonathan, but there were tornadoes. FU money is better than FI money. Meet up in Florida during the week … Read more

092R | It’s not the Idea, it’s the Process

092R It's not the idea

Plans for ChooseFI to support education, the value of a life resume, travel rewards tips for active duty military, and hurricane preparation. Hurricane preparations in Richmond, Va. Alarmist or appropriately prepared? ChooseFI community offering to help people flee the hurricane zone. Wendy, a local-group admin, coincidentally stayed in an AirBnB owned by another local-group admin in Tuscon, Ariz. What are indicators that someone might be receptive to conversation about financial … Read more

091R | Real Estate Inside an IRA

091R Real Estate Inside an IRA

An overview of how to own a house with an IRA, Jonathan attempts to optimize his recipes and shopping list, a list of the top 5 ChooseFI episodes and a travel rewards win. What you’ll hear in today’s Friday Roundup: Is the financial independence movement growing? “Playing with FIRE” documentary set to come out in early 2019. Jonathan and Dani are ready to accept the vegetarian challenge. How is Jonathan … Read more

090R | Longest Vacation Ever

090R The Longest Vacation

Brad gets back from vacation, Jonathan talks about bringing vegetarianism into his diet, and voicemails from the community highlighting CLEP tests and a 401k win. Brad is back from a month-long vacation in the U.K. Is this Brad’s first experience with “slow travel”? Where will Brad’s family go next? If you can optimize small things, they add up. Brad joined a ChooseFI meet up in London, with Barney from The … Read more

089R | Let Me Check With My Accountant

089R Let Me Check With My Accountant

An introduction to the Family Bank and what ChooseFI’s accountant-on-call thinks about it, as well as how to navigate rental car insurance, and what soft skills are crucial to a career in retail? What we dig into in this Friday Roundup: Jonathan is exploring new, non-computer-based hobbies. It can be overwhelming to figure out what specific goals we want to pursue. You can do anything, but you can’t do everything. … Read more

087R | Autonomy Mastery Purpose

087R Autonomy, Mastery, Purpose

How to teach children lessons that set them up for success, discussion about using duel-enrollment and university co-ops to optimize college, and a strategy for cash flow balance transferring. Autonomy, mastery and purpose are what motivate people. How much more productivity and enthusiasm does autonomy create? What would it look like to instill these values and develop them in young children? Where do things suck – how can we fix … Read more

086R | Pretirement | Roger Whitney

086R Pretirement

A live-recorded conversation with Roger Whitney, the Retirement Answer Man, from Podcast Movement, questions for a potential accountant, and takeaways from Monday’s live case study with Allison Goddard. What you’ll hear in today’s episode: Brad is departing for a month-long family vacation to the U.K. What is “global entry” and how/why did Brad get it before his trip? Jonathan had a chance to meet up with Allison., from Episode 86. … Read more

085R | Sidehustle Coaching Series 3 | Learn to Pitch and Lean into the Uncomfortable Pause

085R _ Side Hustle Coaching

Catch up with Alan and Tallis as they zero in on the key elements of a successful pitch, and the importance of uncomfortable silence, as well as a home improvement update from Jonathan and review of Monday’s episode with author M.K. Williams. What you’ll hear in today’s show: Jonathan reports a wallpaper challenge/ DIY fail in his kitchen. Recommendation: use drywall mud to fix blemishes in drywall after removing wall … Read more

084R | Mindset of FI

084R The Mindset of FI

The essential steps to a FI mindset, travel rewards updates from Brad, voicemails from the community, and highlights from Monday’s episode with Jillian from Montana Money Matters. Brad’s 15-year-old Honda might breakdown soon. How much should he be willing to spend on repairs? How much does depreciation impact specific cars, and how much should that weigh into Brad’s decision? Review of Monday’s episode with Jillian from Montana Money Matters. Discipline … Read more

083R | The Hobby Checkbox

083R The Hobby Checklist

Recap of Monday’s episode with Cody Berman, a checklist to optimize your hobbies, a highlight on the San Diego local group, and messages from the ChooseFI community. What great present did Brad receive from his mother for his birthday this past week? Brad recaps his first local adventure with his family. Jonathan presents an idea for a small business for Brad’s daughters. Will Brad be on the next “Survivor”? Jonathan … Read more

082R | The Paradox of Choice

082R the Paradox of Choice

Discussion of Brad and Jonathan’s purchasing habits, messages from the ChooseFI community, benefits and drawbacks of roboadviors, and a summary of capital gains harvesting. Jonathan gives a review of some travel hacks on a recent trip to Chattanooga, TN. Capital One Venture Card allows users to redeem miles for nearly any travel cost. PSA: bring a copy of your child’s birth certificate if you’re traveling. Review of Monday’s episode with … Read more

081R | The Fear of Letting Go

081R Fear of Letting Go

Strategies for decluttering and living with less (reflecting on Cait Flander’s interview with us on Monday), life hacks from the community, and a winner for the free ticket to CampFI in Joshua Tree! The ChooseFI community is growing and gaining national attention. How This Couple Saved $1 Million in 11 Years and Became Financially Independent Before 40 Nine Money Podcasts You Should Be Listening To Local Groups are really effective … Read more

080R | A Case for Survivor, Compost, and 2nd Generation FI

080R Survivor Compost and 2nd Gen FI

Conversation about teaching your children to save and invest, healthcare options, and an argument in favor of home gardening and composting. Brad contemplates applying for “Survivor”. Review of Monday’s episode with Khai from AlabaMalaysia. How does Jonathan use the idea of “anchoring” in his own life: setting big goals so that even if he misses, good things still happen? Brad and Jonathan talk about how they would set little, achievable … Read more

079R | Personal Brand

079R Personal Brand

Highlights of Monday’s episode with Tim & Amy Rutherford, discussion about healthcare, additional podcast recommendations, and voicemails from the ChooseFI community. Jonathan’s trying out gardening, and DIY projects around the house. What are the advantages of composting? Review of Monday’s episode with Tim & Amy Rutherford. FI is mostly about finding a simple way to live and enjoying the people around you. Housesitting is essentially creating a community and leveraging … Read more

078R | College Hacking Toolbox

078R _ College Hacking Toolbox

Discussion of Episode 78 with Travis Hornsby and the positive feedback we received Jonathan has become a “rockstar” at selling things on Craigslist Tips from Jonathan on how to earn more money selling on Craigslist, including how to write a better product description Brad also decluttered his life by selling his old home and now has to determine how to spend the money that was just deposited into his bank … Read more

77R | Side Hustle Coaching Series Part 2 | Alan & Tallis

077R Side Hustle Coaching

An second part to the conversation between ChooseFi community member Tallis, who teaches dance classes in retirement facilities, and Pop-Up Business School founder Alan Donegan, to help get Tallis’ side hustle off the ground. Precursors to this episode: Episode 30 and Episode 56. Tallis gives an update on her side hustle to-do list. Client feedback: the questions you ask impact the results you’ll get. What is the best way to … Read more

076R | Race or Journey

076R Race or Journey?

Brad and Jonathan brainstorm ways to implement local adventure into their own lives and the lives of the ChooseFI community, chat about high school reunions and local libraries, and offer a few clarifications about 401k contributions. Jonathan’s 26-year-old sister just hit an 85% savings rate. Living at home can be super helpful to the recent college graduate, or young person entering the workforce. Getting to $100k net worth is the … Read more

075R | Mainstream Adoption

075R Mainstream Adoption

“Personal finance is becoming financial independence.” Financial independence doesn’t necessarily mean retiring early; it means allocating your resources in the way you see fit. This is just a taste of what we discuss in this recap from Monday’s interview with Brian Feroldi from The Motley Fool. Jonathan talks about blowing his budget on breakfast at the cold bar in Wegman’s, while Brad thinks that grocery shopping at Wegman’s is the … Read more

074R | ChooseFI Scholarship

074R ChooseFI Scholarship

An update the community on recent activities, discussion about the opportunity cost of college and potential alternatives, a ChooseFI scholarship announcement, and a few voicemails from the ChooseFI community. What you’ll hear in the show: Brad recaps his trip to the Berkshire Hathaway shareholders meeting in Omaha, and a visit with the ChooseFI local group in Omaha. Jonathan shares how he recently cut his grocery costs by nearly $700. Use … Read more

072R | The Five Most Important Financial Conversations you need to have with your Child

072R The 5 Most Important Conversations

Lively discussion about cryptocurrencies as investments, review of last week’s MidAtlantic Camp FI, and several exciting contributions and questions from the ChooseFI community. What you’ll hear in today’s roundup: Brad’s brother is visiting from Santiago, Chile – how is he managing his path to financial independence as an international teacher? Review of Monday’s episode discussing Bitcoin with Myles Wakeham What are drawbacks of cryptocurrency? Is Bitcoin a good investment, or … Read more

071R | The Value of Soft Skills

071R _ The Value of Softskills

Brad and Jonathan compare their college experiences to Chris Hutchins’ from the Monday episode, they discuss the importance of owning your own FI decisions, and we get updates from several members of the ChooseFI community. What you’ll hear in today’s show: Brad considers starting a blog for his daughter as second-generation FI. Review of Chris Hutchins’ episode last Monday. Brad compares his experience of packing meals ahead for vacation to … Read more

070R | Left Behind

070R Left Behind

Updates from Brad and Jonathan, review of Vickie Robin’s episode, discussion of how ChooseFI aims to handle politics, and more updates from the ChooseFI community. Notes from the show: Brad is moving houses, making good community a priority in his family’s life. CampFi MidAtlantic this weekend is Virginia this weekend, but there’s two more this year: Aug. 3-6 in Joshua Tree, Calif., Sept 7-10 in Little Rock, Ark. More info … Read more

069R | How to Start a Blog

069R Choose FI How to start a blog

How Michelle chooses her own lifestyle, the benefits of having your own blog and how to start one. Not a good time for a podcast? Check out the article, How To Start A Blog here. What you’ll hear on today’s show: Review of Monday’s episode How Michelle lives her lifestyle by choice Why it’s a great idea to start a blog The key when creating content Why now is the … Read more

068R | 2 Worlds Collide

ChooseFI 068R 2 Worlds Collide

The next steps after Dave Ramsey’s Peace University, the importance of being present and food budget hacks. What you’ll hear on today’s show: Review of Monday’s episode Brad’s life improvement thanks to FI How to use Dave Ramsey’s lessons Question from Chris about Dave Ramsey What the next steps after the Peace University look like Why and how credit cards can be useful Jill talks about being nervous going back … Read more

067R | Finding Your Superpower

067R Finding your superpower

Getting comfortable with being uncomfortable, hacks to save money on everyday electronics and using donor advised funds to optimize tax payments. What you’ll hear on today’s show: Jonathan optimizing his house insurance Comment from Katie on using diamonds on engagement rings Examples of velvet ropes The importance of getting comfortable with being uncomfortable Sara shares a DIY success Voicemail from Daniel about saving money on everyday electronics Jaclyn share’s her … Read more

066R | Letting Go of the Emergency Fund

066R _ Letting go of the emergency fund

Understanding emergency funds, investing in your house and some college and library hacks. What you’ll hear on today’s show: Review of Monday’s episode Different scenarios for using emergency funds Where to put your emergency fund Consumers Credit Union rewards checking paying 3.09% on a balance up to $10,000. You can earn up to 4.59%depending on balance and credit card usage also. Jennifer asks a question about needing the fund in 2-3 years The different … Read more

065R | Don’t Waste It

065R Don't waste it

College hacks, a great credit card debt hack and the importance of not wasting your advantages. What you’ll hear in today’s show: Voicemail from Chris about replacing broken items Review of Monday’s episode with Mrs Frugalwoods Why you shouldn’t waste your advantages Voicemail from Steve about educational programs The student debt loan movement happening in March Voicemail from Noah about a college hack Voicemail from Millionaire Educator on another college … Read more

064R | Board Games

064R _ Board games

Brad and Jonathan discuss plans for Chautauqua, board game recommendations and a question from Michael about travel rewards. What you’ll hear on today’s show: Brad’s frugal wins of the week Jonathan’s grocery tracking Warren Buffett’s Annual Report takeaways Future episode teaser on actively managed funds How FI is all about the journey and not the destination Plans for Chautauqua Message from Sebastian about Chautauqua New on the following Friday roundups … Read more

063R | Create Your Own Luck

063R Create your own luck (1)

A recap of Monday’s discussion with Scott Trench, how to create luck and find opportunities, and some of Brad’s life lessons dedicated to his daughters. On today’s show we cover: Discussion of Monday’s episode Why luck is an intersection of preparation and opportunity How Scott seized opportunities Why having a plan makes it easier to follow through The importance of having high expectations of life How the FI community is … Read more

062R | Change the World

062R Change the world when you Choose FI

We review Monday’s episode with Travis on the Playing with FIRE documentary, a voicemail about the new tax law and a discussion about tracking business expenses. On today’s show we cover: Documentary Playing with FIRE Some great ways to practice gratitude with children How film is a great way to market an idea How the community of FI can change the world Review of Monday’s episode with Travis How Scott … Read more

061R | Bandwidth

Choose FI Bandwidth Roundup

Today we recap Monday’s episode with Cory Mascara about mindfulness with FI, a voicemail about a medical tourism hack and a method to teach your kids money management at a young age. On today’s show we cover: How Danielle is starting a new side hustle Favorite life hack: automation Why discipline equals freedom Review of Monday’s episode with Cory Muscara The space between stimulus and response The improvements after practicing … Read more

060R | HealthCare Vs Health Insurance

060R Healthcare vs Health Insurance

FI Chautauqua in Greece Tickets just went live!! We roundup Monday’s episode about medical tourism with a discussion on more hacks, having more power over your job and the importance of the talent stack. On today’s show we cover: Jonathan’s new morning routine The Skinny Waist Fat Wallet Challenge FI Chautauqua Tickets for FI Chautauqua went live this week and will not last long. Although this is our first time … Read more

059R | Challenge Yourself | Leverage the Power of the Hive Mind

059R _ Challenge Yourself _ Leverage the power of the Hive Mind.wordpress

A review of Vincent Pugliese’s interview, the satisfaction of DIY projects, and voicemails about financial coaching and international teaching. Not a good time for a podcast? You can read the article inspired by this episode here. On today’s show we cover: Doing more ChooseFI Richmond meetups The limiting beliefs of not wanting to learn The satisfaction that comes from DIY The importance of a legacy binder A review of Monday’s episode … Read more

058R | Dark Side of Value

058R _ The Dark Side of Value.wordpress

Our Friday Roundup of Monday’s CampFI episode, a discussion on pensions and of the value of CFPs. On today’s episode we cover: • CampFI • How easier it is to communicate with people in the same community • Why the entire community is about life optimization • Amy’s Facebook post on why more change happens in groups • Write a review to win a ticket to the next CampFI • … Read more

057R | CampFI Roundtable 2018

057R _ CampFI Roundtable

A live roundtable discussion at CampFI including talks on the military, the flexibility of the FI plan and reaching FI before your partner. On today’s episode we cover: Camp FI roundtable discussion Everyone’s different stage in FI in the community Doug Nordman talks about the military and FI How Doug manages his time Miss Mazuma talks about the value of resilience Natalie talks about the importance of keeping the FI … Read more

056R | Choose FI Nation

056R _ ChooseFI Nation WP

We review on Monday’s episode with some talk on the workings behind ChooseFI, as well as several voicemails on travel and career hacking. Review of Monday’s episode How these coaching calls are like Reality Internet Taking those lessons and applying them to your personal life How the ChooseFI business works The process of scaling a business Yolanda’s Facebook comment on not buying stuff she doesn’t need How the community has … Read more

055R | End of Year 2017 Review

055R_End of Year Review 2017.wordpress

A review of ChooseFI’s progress over 2017 about the great community, how open everyone is to helping each other and several voicemails on people’s paths to FI. In today’s episode we cover: A walk through the past 12 months How to help the second generation FIRE Richmond’s article on how far the ChooseFI community has come The different processes of FI How FI is about getting a bit better every … Read more

053R | End of Year Checklist

053R End of year Checklist

We discuss Monday’s podcast featuring Bobby from Millennial Money Man, the importance of building trust and creating a tribe as well as how to use your talent stack for business. In today’s episode we cover: Another side hustle: narrating books Review of Monday’s episode with Bobby from Millennial Money Man How blogging is a way to give back to the community Why you just need true fans to be successful … Read more

052R | Bring It | We Are Just Getting Started

052R _ Bring It

We review Monday’s episode featuring Todd Tresidder discussing the different ways to reach FI through different asset classes, goals for 2018 and how to invest in yourself to create a happier life. What we cover: Recap of Monday’s episode with Todd: our most commented podcast How Todd makes us rethink FI and the way his mind works Why things are not as simple as the FI community make it out … Read more

051R | Be Coachable

051R _ Be Coachable

The importance of getting past limiting beliefs as well as how to use the community to your benefit and take action in pursuing FI. In Today’s Podcast we cover: Recap of Monday’s episode with Mrs Money Monster. The importance of getting past those limiting beliefs Why we should learn to embrace the growth mindset, to always be willing to learn The value of having mentors Why FI is acknowledging that … Read more

050R | Impact | The Stealth Wealth Community

050R Impact | The Stealth Wealth Community

The Impact of FI, A New FI Curriculum being piloted in a university, and holiday hacks just in time for Christmas. In today’s Friday Roundup we talk a bit about Thanksgiving and how to work on being thankful for all we have (yes it’s about your family). We also look back on our previous episode with Mr Groovy about moving out of an expensive living area to reach FI faster and … Read more

049R | FI Festival

049R FI Festival

In the Friday Roundup we discuss our big takeaway from Episode 49: The Aggregation of Marginal Gains. Plus, upcoming plans for the ChooseFI website, a FI Festival and local meetups. In Today’s Podcast we cover: A review of Episode 49 with Alan Donegan and Barney from The Escape Artist The growth of the FI community throughout the US and now the world Jonathan just returned from his 2 week trip … Read more

048R | The Roadmap to FI

048R The Roadmap to FI

In this podcast we recap Episode 48 with Jeff from The Happy Philosopher plus a life hack update from Brad and a question on how to present the FI concept to others. In Today’s Podcast we cover: Recap of Episode 48 with Jeff from The Happy Philosopher Jonathan and Brad’s recap of the Fincon conference How Brad and Jonathan brainstormed the future of ChooseFI at Fincon How the FI community … Read more

047R |The Rule of 72

047R The Rule of 72

In today’s podcast we recap Episode 47 with Bryce and Kristy from Millennial Revolution including talk of home ownership and world travel, but a reader case study and voicemail. In Today’s Podcast we cover: A recap of our main takeaways from Episode 47 with Kristy and Bryce from Millennial Revolution How Brad explained the concept of compound interest to his daughter Anna and it was a lightbulb moment How Brad’s … Read more

046R | Selectively Hardcore

046R Selectively Hardcore

In today’s podcast we discuss our takeaways from Episode 46 with Ms. ONL from Our Next Life plus community feedback and voicemails and a discussion of travel rewards. In Today’s Podcast we cover: A recap of Episode 46 with Tanja from Our Next Life Brad and Jonathan are on their way to Fincon – the annual financial bloggers conference Jonathan’s upcoming trip to South Africa with his family using travel … Read more

045R | The Journal

045R The Journal

In this podcast we discuss our takeaways from Episode 45 with JD Roth of Get Rich Slowly, including the big news that he just purchased GRS back, as well as our frugal wins of the week and the elegance of simplicity. In Today’s Podcast we cover: A review of Episode 45 with JD Roth from Get Rich Slowly and Money Boss Jonathan’s frugal win of the week on purchasing a … Read more

044R | The One Way Ticket

044R - The One Way Ticket

Today we discuss our takeaways from Episode 44 with Brandon Pearce from Pearce on Earth plus feedback from the community and our thoughts on international travel with our families. In Today’s Podcast we cover: A discussion of Episode 44 with Brandon Pearce from Pearce on Earth Jonathan’s frugal win of the week by having a potluck dinner and a movie in the backyard for his friends and neighbors Jonathan is … Read more

043R | Mega Backdoor Roth | Should I Ever Consider Using the Roth?

Mega Backdoor Roth

In this podcast we discuss our takeaways from Episode 43 with Fritz from the Retirement Manifesto plus an in-depth discussion of the Roth IRA conversion and Mega Backdoor Roth, and taxable income scenarios for retirement contributions.  In Today’s Podcast we cover: Our big takeaways from Episode 43 with Fritz from Retirement Manifesto Brad as a ‘Mystery Reader’ for his daughter’s class plus their trip to Natural Bridge State Park and … Read more

042R | Perfect Utilization

042R -Perfect Utilization

In today’s Friday Roundup we discuss Episode 42 with JW from The Green Swan, plus various discussions about community and feedback from the audience. In Today’s Podcast we cover: A discussion of Episode 42 with JW from The Green Swan Scott Rieckens and his crew from the documentary Playing With FIRE were in Richmond this week filming our podcast, lives and a Richmond FI get together The importance of community … Read more

041R | Extreme Ownership

041R -Extreme Ownership

In this Friday Roundup we discuss Episode 41 with Paige and Sam on extreme frugality, radical insourcing and the high cost of living path to FI plus a voicemail from Big Ern and members of our community. In Today’s Podcast we cover: The discussion of Episode 41 with Paige and Sam about reaching early retirement through extreme frugality and radical insourcing in a high cost of living city like Los … Read more

040R | The Power of the Reset Button

040R The Power of the Reset Button

In today’s Friday Roundup we discuss our takeaways from Episode 40 with Noah and Becky from Money Metagame, plus voicemails from the ChooseFI community and our in-house expert Keith from the Wealthy Accountant. In Today’s Podcast we cover: Discussion of Episode 40 with Noah and Becky from Money Metagame about the Gap Year Jonathan took action and followed Geoff’s advice to start culling his closet and decluttering his life Jonathan … Read more

039R | Cruise Control

Friday Roundup 039R -Cruise Control

In today’s podcast we discuss Episode 39 with Gwen from Fiery Millennials, plus a ‘Cruise Control Path to FI’ case study example and voicemails from our community members. In Today’s Podcast we cover: The Friday Roundup after Episode 39 with Gwen from Fiery Millennials A whole new FI world for Brad and Laura after their youngest daughter went to kindergarten They have the opportunity to live more of a FI … Read more

038R | Firewalker

038R | Firewalker

In today’s podcast we discuss Episode 38 The Why of FI plus we announce three of the finalists for the business building competition with Alan Donegan of PopUp Business School and a voicemail from community member Geoff. In Today’s Podcast we cover: Discussion of Episode 38 on the Why of FI Jonathan’s Frugal Win of the Week at Costco by saving on protein bars Jonathan’s nutrition goals and the underlying … Read more

037R | The Friday Roundup

037.Slow Travel

Today we discuss Episode 37 with Scott Rieckens, the filmmaker behind the FI documentary Playing with FIRE, plus emails and voicemails from the community and a discussion of reaching FI in a high cost of living area. In Today’s Podcast we cover: Discussion of Episode 37 with Scott Rieckens, the documentary filmmaker behind the upcoming FI documentary called Playing With FIRE The great American Eclipse and our viewing Brad’s vacation … Read more

036R | The Friday Roundup

Friday Roundup 036R

In today’s podcast we discuss the power of community and future meetups and events for the FI community, plus voicemails from the ChooseFI community and frugal wins of the week. In Today’s Podcast we cover: Discussion of the community aspect of Episode 36 with JL Collins There is a yearning and desire for community meetups with other members of the Financial Independence community The spread of these community meetups and … Read more

035R | The 4% Rule | Friday Roundup

Friday Roundup 035R

In today’s podcast we discuss our takeaways from Episode 35 with Big Ern from Early Retirement Now, plus paying off mortgages and student loans early and frugal wins of the week from the community. In Today’s Podcast we cover: The Friday Roundup after Episode 35 with Big Ern from Early Retirement Now This episode was long awaited, but was necessary to wait for until we provided the background of FI … Read more

034R | What’s Your Risk Tolerance | The Friday Roundup

034R | Risk Tolerance & Asset Allocation

In today’s podcast we discuss our thoughts on Part 2 of the Stock Series conversation with JL Collins, risk tolerance, doomsday scenarios and rebalancing. In Today’s Podcast we cover: The Friday Roundup and the episode Part 2 of our discussion with JL Collins from The Simple Path to Wealth and JLCollinsNH What do you do when there’s a large crash in the stock market? Big takeaway from Jim’s episode You … Read more

033R | The Friday Roundup

Friday Roundup 033R

In today’s Friday Roundup we go in-depth on Episode 33 with Dominick Quartuccio including thoughts on self-improvement, meditation and a challenge from Brad. Frugal wins of the week plus three voicemails from the community. In Today’s Podcast we cover: Unpacking Episode 33 with Dominick Quartuccio and our takeaways from the episode Intentionality allows you to purchase your freedom, and we want to expand that intentionality beyond just personal finance Our … Read more

032R | The Friday Roundup

In today’s Friday Roundup we discuss Episode 32 with Joel from FI 180 on the ‘Milestones of FI’, plus a life hack voicemail from Noah and Frugal Wins of the Week from our Facebook community. In Today’s Podcast we cover: The Friday Roundup after the Milestones of FI episode with Joel from FI 180 We’re having a FI get together in Richmond and hope to expand beyond Richmond The gamification … Read more

031R | The Friday Roundup

031R - The Friday Roundup

In today’s Friday Roundup we discuss travel rewards, flipping holidays upside down, buying presents, the upcoming FI Documentary and much more. In Today’s Podcast we cover: Submit your applications for the contest to win a one-on-one business coaching relationship with Alan Donegan from PopUp Business School Brad’s slow travel vacation through New York State this August How we’ll publish episodes while on vacation and living a FI lifestyle Discussion of … Read more