Choose FI Podcast

Blockchain, Smart Contracts, and NFT’s Part 2 | EP 362

January 30, 2022

In this week’s episode, Brad and Jonathan continue their discussion from last week about digital asset investment! This time, they are taking a deeper look into decentralized finance and different ways that you can get involved in the digital asset realm if that is something you wish to do on your FI journey! Resources Mentioned …

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Blockchain, Smart Contracts, and NFT’s | EP 361

January 23, 2022

In this week’s episode, Brad and Jonathan take a look at the blockchain and try to find where the actual value is within cryptocurrencies and digital asset investing. Join the guys as they define what certain digital assets are, discuss strategies for navigating the murky waters that is blockchain investing, and the importance behind not …

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A Primer for Success | EP 360

January 16, 2022

In this week’s episode, Brad and Jonathan discuss different ways in which you can position yourself to experience as many positive outcomes in your life as possible. Whether it’s building credit, saving, investing, education, understanding the true meaning behind the word “compounding,” or really any other aspect of your life, by knowing the rules and …

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SWOT Analysis for Financial Independence | EP 359

January 10, 2022

Now that you’ve done your beginning of the year audit, it’s time to look at your finances through the lens of a SWOT analysis! In this week’s episode, Brad and Jonathan examine the strengths, weaknesses, opportunities, and threats that may arise as you continue along your FI journey. By getting a strong grasp on the …

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Getting Started Audit | EP 358

January 2, 2022

Welcome to 2022! In this week’s episode, Jonathan and Brad discuss starting your year by doing an audit of your current financial situation to highlight areas in which you can improve! It is critical to know how much you’re taking home in income and what your expenses over the coming year will look like. That …

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2021 Year End Wins | Part 2 | EP 357

December 26, 2021

In our final episode of 2021, Brad and Jonathan pick up where they left off last week as they continue to listen to your end of year wins! It is truly amazing to hear about all the accomplishments our listeners met in 2021, and we hope you continue to ride that momentum into 2022! Thank …

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2021 Year End Wins | Part 1 | EP 356

December 19, 2021

Happy Holidays! However, the holidays are not the only reason we are festive around this time of the year. Join Brad and Jonathan as they celebrate your end of the year wins! This episode is dedicated to all the amazing steps our community members have made throughout 2021, and we hope you continue to make …

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Making Bold Moves with Dominick Quartuccio | EP 355

December 12, 2021

In this week’s episode, Brad and Jonathan are joined by Dominick Quartuccio from “The Great Man Within” to discuss making bold moves while on the path to bettering yourself. Although it may be inconvenient, making one bold move can snowball into a life full of adventure, self-development, and unexpected happiness! Join the trio as they …

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Navigating the Possible Vs. Probable of Personal Finance | EP 354

December 5, 2021

In this week’s episode, Brad and Jonathan discuss planning your short and longterm FI goals in a manner that is realistic to your current situation. By taking an approach that favors longterm success as opposed to rapid growth, you can position yourself in a manner that will allow for luck to strike as you continue …

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Families Fly Free | EP 353

November 28, 2021

In this week’s episode, Brad and Jonathan are joined by Lyn Mettler from “Families Fly Free” to discuss optimizing your travel rewards when traveling with family! Join the trio as they discuss different ways to utilize travel rewards programs so you can be one step closer to finally taking the vacations of your dreams! Lyn …

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The DIY Financial Plan | EP 352

November 22, 2021

In this week’s episode, Brad and Jonathan are joined by Measure Twice Money’s founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don’t need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your …

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Year End Tax Planning 2021 | EP 351

November 15, 2021

In this week’s episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021’s tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k’s for contractors and entrepreneurs, and so much more! Listen along to see …

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Runaway Winners and the Balanced Portfolio with Brian Feroldi | EP 350

November 7, 2021

With volatile assets like Tesla stock, Ethereum, and Bitcoin, how do you keep a level head while investing? In this week’s episode, Brad and Jonathan are joined by friend of the show Brian Feroldi to discuss managing your runaway winner investments and balancing your portfolio! Listen along as Brian shares his strategies for evaluating stocks, …

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Paper Returns Vs. Real Returns | EP 349

October 31, 2021

In this week’s episode, Brad and Jonathan discuss the importance of knowing the difference between paper returns and real returns. If an asset has a certain value in the market, it does not mean that said value will exist once an attempt to liquidate the asset is made! Later in the episode, they dip into …

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The Rules of the Game | EP 348

October 24, 2021

In this week’s episode, Brad and Jonathan discuss the rules that financially dictate how we all play the game of life. Together, they point out that knowing the rules can allow you to experience the beneficial side of tax planning, maximizing your benefits, and utilizing your travel rewards! The rules may seem complicated on the …

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How Did You Calculate That Return? | EP 347

October 17, 2021

In this week’s episode, Brad and Jonathan discuss how critical it is to fully understand what the statistics and numeric values describing your investment returns actually represent. They do so by describing what compound annual growth rate is, explaining the logic behind the 4 percent rule, and by referencing helpful insights gained in previous episodes …

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How Do I Figure Out the Taxes on This? | EP 346

October 10, 2021

In this week’s episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA’s and 401k’s, and explore potentially beneficial ways in which after-tax investments and 401k’s …

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The Art Of The Career Pivot | EP 345

October 3, 2021

In this week’s episode, Brad and Jonathan talk about the benefits behind creating the space needed in life for you to challenge yourself.

Risk Avoidance and Deworsification | EP 344

September 26, 2021

In this week’s episode, Brad and Jonathan discuss how risk avoidance can weigh down your returns in the form of opportunity costs. While your savings may be safe, you could be missing out on opportunities for your money to work on your behalf! Join the guys as they discuss the rule of 72, inflation, and …

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Firing the Haters with Jillian Johnsrud | EP 343

September 19, 2021

In this week’s episode, Brad and Jonathan are joined for the “many-ith” time by Jillian Johnsrud to discuss her new book, “Fire The Haters.” Together, they dissect some of the themes from Jillian’s book, which leads to discussions about overcoming imposter syndrome, taking action, acknowledging valid feedback, and identifying the difference between procrastination and preparation! …

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Don’t Let Good Be the Enemy of Great | EP 342

September 12, 2021

When things are good, is it the right move to settle in place? In this week’s episode, Brad and Jonathan discuss the nature of good, and how things being good is often the biggest obstacle standing in the way of things being great. After all, there is no opportunity for growth if you linger in …

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Worthwhile Splurges | EP 341

September 5, 2021

In this week’s episode, Brad and Jonathan discuss the benefits of slightly diverting from the FI mindset and spending more on meaningful purchases. While splurging can be a slippery slope, calculated splurging can yield large returns in terms of enjoyment, opportunity, and time! Resources Mentioned In Today’s Conversation PaperKarma Opt Out Prescreen FI Weekly: May …

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Diamonds in the Rough | EP 340

August 29, 2021

In this week’s episode, Brad and Jonathan reopen the mailbag which prompts a discussion examining the true monetary value behind collectable items, and why finding that diamond in the rough could inherently be more valuable than actual diamonds! We also hear about some fantastic wins the community has experienced, plus some insight on how to …

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Close the Loop | EP 339

August 22, 2021

In this week’s episode, Brad and Jonathan dive into the mailbag and respond to listener emails! Throughout the episode, you’ll hear about some of the wins those in our community have experienced, ranging from having the power to take back and optimize personal time, to 2nd graders discussing the FI movement with their teacher! Resources …

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10 Ways to Increase Your Income With Alan Donegan | EP 338

August 15, 2021

While slashing your expenses can certainly accelerate your path to financial independence, what if it also begins to slash at your own happiness and wellbeing? In this week’s episode, Brad and Jonathan are joined by Alan Donegan from the Rebel Entrepreneur podcast, who attempts to solve this dilemma by discussing 10 ways in which you …

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