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July Roundup: Working Backwards Into FI | Ep 448

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In this episode: real estate investing, breaking up with your financial advisor, travel rewards, and spending for happiness.

As this month comes to a close, we think it’s only fitting to reflect on what July’s incredible guests have had to say, and what new knowledge and perspectives they’ve brought to the table. This week we are back with Ginger and introducing a more structured Roundup, where we will be revisiting topics from this past month’s episodes and discussing our favorite moments and takeaways. While the subjects of this month’s episodes have varied from spending for happiness to understanding Roth conversions, there is still more to learn and unpack before moving on to August! 

Timestamps:

  • 1:44 – Introduction
  • 2:17 – Listener Updates/Travel Rewards
  • 7:08 – Spending for Happiness
  • 18:35 – Saving Addiction
  • 22:01 – The Fundamental Truths of Investing
  • 31:12 – The Small and Mighty Real Estate Investor
  • 41:11 – Roth Conversions/Breaking Up with Your Financial Advisor
  • 49:50 – Purposefully Not Optimizing
  • 55:58 – Conclusion

Resources Mentioned In Today’s Episode:

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Choose FI has partnered with CardRatings for our coverage of credit card products. Choose FI and CardRatings may receive a commission from card issuers. Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any of these entities. American Express is a ChooseFI advertiser. Disclosures.
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