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November 24, 2020

The Subtle Art of Saying No A friend introduced me to the Harvard Business Review’s IdeaCast podcast this week and said their episode entitled, “The Fundamental Human Relationship with Work” was the anthropological case for Financial Independence, which was fascinating.  This quote from “The Subtle Art of Saying No” episode really

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September 15, 2020

Making the Best of a Difficult Situation My daughters started virtual school last week and the care and effort the teachers put in to make this a “real” school year is astonishing! Nothing is ever perfect and there have been some minor hiccups, but it was a great week. The

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October 6, 2020

As part of the “take action” credo at ChooseFI, we always advise you to get new quotes on your car and home insurance each year. You’ll be shocked at how much you can potentially save just by going to a different insurance company. I’d always start with traditional carriers like

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CFP or DIY: Why Investing Fees Matter

One of the greatest appeals for having a financial advisor is the comfort we feel in having an “expert” do our investing for us. We fear that we don’t know what we’re doing with our own money. Most of us didn’t go to school for finance and we figure that

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Save for Retirement With Low-Cost Index Funds

Investing your money in the stock market doesn’t have to be difficult or stressful and you certainly don’t have to spend dozens of hours researching to succeed in the long term. In fact, I would argue that the most effective long term wealth building strategy for the stock market also

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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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Investor Policy Statement
Investor Policy Statement | Ep 189

An investor policy statement lays out your investment plan. It documents what your asset allocation is and guiding investment philosophy. It can help you from making emotion driven decisions during boom and busts times.

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Taxes
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.

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