Choose FI Podcast

028R | The Friday Roundup

In today’s Friday Roundup we discuss tax-deferred accounts, the Roth IRA conversion ladder, frugal wins of the week, an ‘expert answer’ from the Millionaire Educator as well as the Hot Seat with community member Chad! Podcast Episode Summary The Friday Roundup…

028 | Order of Operations | The Buckets | The Roth IRA

In today’s podcast we discuss the four different “buckets” available to savers plus an in-depth look at the Roth IRA and the ‘Backdoor Roth.’ Podcast Episode Summary The order of operations for how you should approach the different “buckets” available to…

027R | The Friday Roundup | Debunking the Value of the Mortgage Deduction

In today’s podcast we highlight our takeaways from Episode 27 with Jay from Slowly Sipping Coffee, plus we discuss the ‘Mount Rushmore’ of FI and help debunk a lot of the misinformation surrounding the value of the mortgage interest deduction. Podcast…

027 | Slowly Sipping Coffee | FI vs Risk Tolerance

Today we welcome Jay from Slowly Sipping Coffee to the podcast to talk about his reluctant path to FI, the amazing Mrs. SSC and a Fully Funded Lifestyle Change. Podcast Episode Summary Our interview with Jay from Slowly Sipping Coffee How they…

026R | The Friday Roundup | Paul Case Study – Part 5 | Final

In today’s podcast we discuss our takeaways from Episode 26 with Physician on FIRE plus some exciting developments in the Financial Independence world as well as feedback, questions and comments from the ChooseFI community. Podcast Episode Summary The Friday Roundup after…

026 | Physician On FIRE | FI For Medical Professionals | Financial Freedom Vs Financial Independence

Today we welcome the Physician on FIRE to the podcast to talk about his path to FI as well as tips and hacks for other high-income and medical professionals to get on the path to Financial Independence. Podcast Episode Summary Our…

025R | Friday Roundup | Paul Case Study Part 4

In today’s Friday Roundup we discuss Episode 25 with Keith from the Wealthy Accountant, Part 4 of the case study with Paul including a look at his line-by-line expenses, plus questions and feedback from the audience. Podcast Episode Summary Friday Roundup…

025 | The Wealthy Accountant

Keith from The Wealthy Accountant makes an appearance on the show to discuss tax optimization for individuals and small businesses with plenty of tax tips for your FI tool chest.

024R | The Friday Roundup | How to Hack Your ESPP

In today’s Friday Roundup we discuss Episode 24 with Joel and Alexis from FI180 as well as some expert voicemails from Chad Carson about real estate plus Ken talking about ESPP options. Podcast Episode Summary Friday Roundup after Episode 24 with…

024 | FI180 | Make A U-Turn And Choose FI

Today we have Joel and Alexis from FI180.com on the podcast. They changed their financial lives dramatically, going from spending over $100,000 per year to having an 85% savings rate and on the path to FI in just a few short…

023R | Friday Roundup | Paul Case Study Part 3

In today’s Friday Roundup we discuss career hacking with ESI Money, Big ERN’s analysis of Paul’s case study, plus hear our answers to an interesting question posed by audience member Jason about the value of frugality. Podcast Episode Summary Friday Roundup…

023 | Career Hacking With ESI Money

ESI from ESI Money is on the podcast today talking about Career Hacking and how you can set yourself up to earn millions more over a working career with seven simple steps. In Today’s Podcast We Cover: ESI from ESIMoney.com is…

Choose FI Podcast

Content Tags for Filtering