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Choose FI Podcast

Listen to the latest episodes from one of the top business and finance podcasts in the world!

The Intersection of Fitness and Financial Independence | Ep 236

What You’ll Get Out Of Today’s Show Much like the journey to financial independence, fitness also requires establishing a day to day process that relies on a longterm mindset and healthy habits. Set yourself up for success with an identity statement and preparation that makes it harder to break with

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Building an Online Course with Jacques Hopkins | Ep 235

Jacques Hopkins Website:  PianoIn21Days.com Website: TheOnlineCourseGuy.com Podcast: The Online Course Show What You’ll Get Out Of Today’s Show Take the skills you possess to create a course teaching something you love. Today’s guest, Jacques Hopkins, has generated $1.7 million in revenue creating courses on topics he is both knowledgeable and

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What is in the Index, and Q&A with JL Collins | Ep 234

Playback of Live Event with JL Collins On today’s episode, Brad and Jonathan recap the Live Event with our friend JL Collins, where he answered a whole slew of questions from the community. We’ve pulled out the key parts into 7 clips. Here is the first of the 7, with

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Networking with Jordan Harbinger | Ep 233

Jordan Harbinger Website: Jordanharbinger.com Podcast: The Jordan Harbinger Show What You’ll Get Out Of Today’s Show Have you ever felt like everyone else received the playbook on how to network and you’ve been left out? What skills do you really need to network like a true professional? Jordan was first

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Are You Too Good For Casserole? | Ep 231

What You’ll Get Out Of Today’s Show Reboot your finances, start shopping your cabinets, and challenge yourself to think a little more creatively about your meals. Start a spending challenge and fill up your free time with physical activity. Keep track of how many times you choose to do something

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College Hacks from the ChooseFI Community | Ep 230

What You’ll Get Out Of Today’s Show With the rising cost of college, what tips and tricks can help lower the cost of higher education? The community weighs in. Because Austin’s company paid up to $8,000 a year in tuition, he chose to attend Western Governor’s University, where tuition costs

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Managing Stress by Leveraging FI | The Fioneers | Ep 229

The Fioneers Website: Thefioneers.com Twitter: @TheFioneers Instagram: Thefioneers Facebook: Slow FI Enthusiasts What You’ll Get Out Of Today’s Show The path to FI doesn’t look the same for everyone. It’s a balancing act, designed with intention to regain freedom in a way that aligns with your values. The Fioneers, Jessica

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Overcoming the Debilitating Fear of Public Speaking | Ep 228

What You’ll Get Out Of Today’s Show Like many people, Brad once had a debilitating fear of public speaking. Through personal growth and overcoming limiting beliefs, he’s now more comfortable speaking to large groups. He finds he even thrives with some public speaking events, such as the ChooseFI Facebook live

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The Golden Albatross | Grumpus Maximus | Ep 227

Grumpus Maximus Website:  grumpusmaximus.com What You’ll Get Out Of Today’s Show How can you calculate a pension’s value? Is it worth it? And how do you incorporate this future income into your retirement plan? The 10th year of employment in a pensionable career is frequently an inflection point. It’s this

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Trip of a Lifestyle to All US National Parks | Ep 226

Lauren and Steven keys Website:  Trip of a Lifestyle Twitter: @TOALifestyle Instagram: tripofalifestyle What You’ll Get Out Of Today’s Show Steven and Lauren saved $100,000 in two years on entry-level salaries. Through a continuation of their college lifestyle, they were able to keep their expenses low and grow their savings

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Covid Budget awakening | brandi Sellers | Ep 218

Brandi Sellers Instagram: @bstereo Website: Not So Private Parts What You’ll Get Out Of Today’s Show The third episode in our case study series featuring Brandi Sellers discussing how to be financially resilient and move forward when your job requires you to be there in person. She is a social media

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How to save thousands in Taxes using Geo-arbitrage | Ep 217

Download your Geo-Arbitrage Tax Guide here David Mckeegan Website:  Greenback Expat Tax Services What You’ll Get Out Of Today’s Show The difference between foreign earned income exclusion and foreign tax credit and how to qualify for each, and how US citizens and tax residents can use them to save thousands

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Your Self-Worth is Not Your Net Worth | Audrey Bellis | Ep 215

In Today’s Episode Audrey Bellis @AudreyBellis on all social media handles Audrey’s Email: hello @ audreybellis.com What You’ll Get Out Of Today’s Show It’s a difficult time for the country and the world right now. But Audrey Bellis, our second in our case study series, is making the most out

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How To Rock A Blog Without the painful learning curve | Ep 214

In Today’s Episode Ashley Barnett Talks ABout Future Proofing Your skills Website: Hit Publish What You’ll Get Out Of Today’s Show How to start a business during a recession. How to future proof your skills. The value of networking. Resources Mentioned In Today’s Conversation How To Start A Blog Attend

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Is The Retirement Saver’s Credit Worth It In 2020? | Ep 213

In Today’s Episode What You’ll Get Out Of Today’s Show Memorial Day – Cooking with ChooseFI recipes. Enjoy some “FI-ne Dining” while saving in the process. Retirement Savers Credit – The guys detail this little known tax credit. Tax credits v tax deductions AND refunded v non-refundable credit. Sean mentioned

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Little Known Roth Hacks | Ep 210

In Today’s Episode Distributions from Roth 401(k)s are NOT the same as distributions from Roth IRAs. With Roth IRAs, contributions come out first tax and penalty free. With Roth 401(k)s, distributions are subject to the so-called “cream-in-the-coffee” rule – all distributions take out contributions and earnings (which is bad news

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What To Do When The Paycheck Stops With Fritz Gilbert Part 2 | Ep 209

In Today’s Episode Fritz Gilbert Discusses Investing During Retirement The Retirement Manifesto What You’ll Get Out Of Today’s Show How to use the bucket strategy to go from accumulation to withdrawal in retirement. How to handle large expenses, such as buying a car, during retirement. Asset allocation and rebalancing strategy

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There Is No Failing With FI | 208

Bianca shares her story of financial resiliency. As a flight attendant, she reached Financial Independence in her late 30’s after many bumps in the road. Bianca made the choice to become a flight attendant after deciding that a career in education wasn’t for her. After a friend suggested the career

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Student Loan Planner with Travis Hornsby | Ep 202

Travis Hornsby, the founder of Student Loan Planner, joins the show to talk about the impacts of the federal stimulus situation on student loan forgiveness policies. Travis has built a team at Student Loan Planner that helps individuals decide whether or not they should pay back their student loans. For

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Stock Fundamentals With Brian Feroldi | Ep 200

Brian Feroldi stops by to discuss the basics of buying stocks and how the stock market works. What Does It Mean When You Buy A Stock? A stock represents partial ownership in a business. When you buy a company’s stock you have a permanent claim on that company’s assets and

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Making Portfolio Adjustments With Big ERN | Ep 199

Karsten from Early Retirement Now joins the show to share his take on how those pursuing Financial Independence should adjust their investment portfolios based on the recent swings of the market. Big ERN shares that it is unprecedented to see the stock market have such a rapid decline in one

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Living Your Story | Ep 198

A recap of the episode with BigERN, how to save money on your car during the lockdown, and a dive into the mailbag! Resources Have We Seen The Bottom With Big ERN Should I Refinance My Mortgage? Rebuilding A Life You Love With Christine Chase Sapphire Preferred Card Table Of

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Introducing Casual Wednesdays | Ep 197

Why online grocery shopping is actually saving Brad and Jonathan money, how to approach working from home with your boss after things return to normal, and how to claim any unclaimed property. Brad and Laura have been using online grocery delivery since the beginning of the lockdown and haven’t been

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Have We Seen The Bottom? | Ep 196

Big ERN from Early Retirement Now joins the show to share his take on the current market situation. The US economy is seeing a large portion of GDP be slashed in a matter of weeks. With that comes millions of lost jobs. However, the market seems to be recovering well

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The Role Of Bonds In A Portfolio | Ep 194

What if you don’t want to be 100% equities in your portfolio? What role do bonds play in your portfolio? Frank is an active member of the ChooseFI community and has a lot of knowledge in this area. In 2008, read “Spend To The End” that said he should put

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The Market Always Goes Up | Ep 193

A look at investing during difficult times. Does the market always go up? And should you invest a lump sum all at once or slowly over time? Silver Linings Laura cut Brad’s hair for the first time and it went really well! Brad doesn’t think he will go back to

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Freelancers And The Paycheck Protection Program | Ep 192

Travis Hornsby from the Student Loan Planner joins us to discuss the Paycheck Protection Program. The Paycheck Protection Program (PPP) is part of the CARES act that was passed to deal with the economic fallout of COVID. PPP allows small businesses to get a forgivable loan for 2.5 times your

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K-12 Financial Literacy Curriculum | Ep 191

Danielle, Mandy and Rob join the show to share the newly released pre-K through 12 Financial Independence curriculum. You’ll learn more about the curriculum and how you can implement it into your classroom. Danielle, Mandy, and Rob spearheaded the project to build out a Financial Independence curriculum for students in

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Stay The Course | Ep 188

Rick Ferri joins the show to discuss asset allocation. This is second installment of his interview. If you’d like to hear about Rick’s backstory and his views on index funds vs the asset under management model check out his first interview, Escape From Wall Street. Asset Allocation Asset allocation is

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Distance Education | Ep 187

This episode dives into Distance Education with Mandy Bert. She is a mother, an 8th grade teacher in Illinois, and co-creator of the Accidental Homeschooler. A few weeks ago we had Vincent Pugliese on to discuss homeschooling from a parent’s perspective. Today we welcome Mandy Bert to look at the

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Adapting To The New Normal | Ep 185

Dominick Quartuccio from the podcast The Great Man Within joins us to talk about how to process our emotions during these stressful times. First things first, Dominick reminded us that we are all battling the same thing. Allow yourself some slack to feel whatever you are feeling. First, understand where

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Is The FIRE Movement Over? | Ep 183

The Financial Independence movement was born from the 2008 recession, so no, the movement is not going to go away because of another recession. We need this information now more than ever. It’s easy to think that living paycheck to paycheck, or even getting into debt, is ok during good

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The Creative Penn | Ep 181

Joanna Penn shares her story of building multiple income streams and becoming a writer. She outlines how anyone with the passion to be creative can do the same. Joanna did not simply quit her job after deciding to write a book. In fact, she resigned from her career several times

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The Art Of The Pivot | Ep 180

ChooseFI needs your help! If you get value from the work we do here at ChooseFI please consider using one of our affiliate partners. This gives us the resources we need to continue setting the world on FIRE. Cash back credit cards Travel rewards credit cards Credible CIT Bank M1

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Accidental Homeschooler | Ep 179

Resources Vincent Pugliese’s Homeschooler resources ChooseFI’s Accidental Homeschooler resources CIT Bank’s Savings Builder Account A lot of us have become Accidental Homeschoolers recently. Brad has said he’d never home school but is trying not to stress and find balance during the day. Vincent Pugliese, from the Total Life Freedom podcast,

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Important Tax Update | Ep 178

Brad discussed the aggregation of marginal gains and looks at all the little things he does to save money, like searching for coupon codes every time he buys something online. Jonathan encourages you to use this time to do that thing you know you should do but haven’t. He’s also

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This Is Not A Drill | Ep 177

We are starting to adjust to our new reality. Here in the FI community, we think a little bit differently. We can be creative and pivot to this new way of life for the time being. As an example, Brad’s daughters had their piano lessons via Skype. He challenges us

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Flexible Spending Rules For Early Retirees | Ep 176

Micheal Kitces joins the show to share his research on flexible spending rules as they apply to Financial Independence. His call for flexibility could impact your path to FI by several years. Micheal has worked with countless retirees to build plans that allow them to spend their nest egg without

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Financial Resilience in a Bear Market | Ep 172

In this episode, the guys appreciate all the people who have decided to stay home to fulfill their civic duty, and give reasons why we should remain optimistic and to why our long-term investment plans remains the best plan for the future. Related Articles:  Important Tax Update! Financial Resilience –

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170R |A Capital Gains Case Study For 2020

You’ll learn more about the implications of capital gains and the mechanics of tax optimization for these gains. With two case studies, you’ll start to realize the power of optimizing your capital gains strategy. On Monday, we saw the biggest daily drop in the DOW in history. With the extreme

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The Simple Startup | 170

Rob Phelan, author of The Simple Startup joins the show to share more about this new resource that can help anyone learn how to build a business. Plus, he shares the path of creating a financial literacy course for all grade levels that brings in the concepts of Financial Independence.

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169R | Prepared, Not Scared

With a week of market scares, this episode revisits the importance of being prepared, not scared. Plus, you’ll hear about some exciting announcements from the ChooseFI community. With the market drop of 12% this past week, it is easy to panic. However, periodic drops in the market are completely normal.

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169| A Purple Life | Early Retiree Case Study

The anonymous blogger behind, A Purple Life, shares her journey to Financial Independence. With the helpfulness of anonymity, she shares exact numbers including her income, salary negotiations, expenses, and more. A Purple Life opens up about the exact finances on her journey to FI. She set an ambitious goal to

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