150 | Accountability | Diania Merriam

Accountability

Diania Merriam discusses accountability, shifting perspectives, and community. She has a great perspective on building community and life with balance. Diania’s Money Story At an early point in Diania’s life, she aspired to be the highest-paid female CEO. Since then, she has realized this is no longer her goal. It was a reflection of her belief that status was critically important. You just kinda feel like you’ll figure it out … Read more

149R | Whole Life Insurance

149R | Whole Life Insurance

Jonathan digs deep comparing whole life insurance and term insurance. Laura gets over $130 of clothes from Old Navy for 80 cents! How Laura Broke Old Navy According to Brad, this may be Laura’s best shopping experience of all time. She only paid 80 cents for goods that would normally cost $132.92! The girls and Laura have eight new activewear items to add to their wardrobe for the price tag … Read more

149 | On Trajectory With Tyson Koska

tyson on trajectory

Tyson Koska shares his On Trajectory tool and what led him to his own path of Financial Independence. They discuss how Tyson got started with FI and how On Trajectory tools cover net worth tracking and digital options. Tyson’s Story Brad and Jonathan had heard about Tyson from many members in the FI community. His tool, On Trajectory, is a comprehensive way to digitally track your net worth. He had … Read more

148R | FI 101| Expense Ratios and House Hacking

FI 101 Expense Ratios and House Hacking

House hacking, takeaways from this week’s episode with Andréa Motenko, and the tenents of FI. ChooseFI: Your Blueprint To Financial Independence Our book, ChooseFI: Your Blueprint to Financial Independence, launched this week. The plan has taken all of the information from our podcasts and turned it into a linear path to FI. Overall, the book aims to keep the tenents of FI at its core. FI 101 Topic Of The Week: Expense … Read more

148 | Struggle | The Psychology Of Poverty With Andréa Motenko

Andréa Motenko grew up with food and housing insecurity. She’s on the show discussing the psychology of poverty and how it allows us to be resilient and push forward through adversity. Andréa has committed her life to social studies and taking FI information to people experiencing poverty. Andréa’s Position Andréa is uniquely positioned to bring information to people in poverty because she grew up in a similar situation. She is … Read more

147R | Contributions, Corrections And Criticisms

Contributions, Corrections And Criticisms

Compounding vs total return, envelopes vs simplifying your finances, and the potential value you could get from working with a “assets under management” financial advisor. Also, Tori Dunlap reached her goal to save her first $100k by age 25 on the day her interview aired! Compounding In the show today, Tori’s goal of saving $100,000 by 25 years old was celebrated. She has been able to set up a wealth … Read more

147 | Negotiate Your Salary With Tori Dunlap

147 | Negotiate Your Salary With Tori Dunlap

Tori Dunlap talks about starting a business as a kid and negotiating your salary and her mission to help women earn their first $100k. For her, that means saving her first $100,000 by 25. However, her story starts many years ago. Tori’s Money Story From the beginning, she was an ambitious person. She was a straight-A student with tons of extracurriculars. Plus, she started a business at age nine! As … Read more

146R | Fork In The Road

146R | Fork in the Road

Brad and Jonathan discuss this week’s episode with Shannyn Allan, as well as talk to Chuck Jaffe and his thoughts about Financial Independence Retire Early. Brad and Jonathan also discuss skills versus a degree. Building Skills As a part of the path to FI, many decided to learn new skills along the way. These skills may seem disconnected but as you build a unique skill set you start to uncover … Read more

146 | Embrace The Suck With Shannyn Allan

Embrace The Suck With Shannyn Allan

Shannyn Allan joins us to discuss “embracing the suck”–when life just doesn’t go as planned. Shannyn’s Story Shannyn’s money story starts when she was a broke graduate student in Chicago. She had started a blog to talk about how broke she was and how impossible it felt to survive in the city with student loans. At that point, it was just about saving money and being as frugal as possible. … Read more

145R | Stuck

Stuck

A discussion of what to do with a windfall, a review of turnkey real estate investing, and a meditation for stock market investors when the market is falling. Fincon In Main Stream News In last week’s episode, Brad and Jonathan discussed their experience at Fincon. This week, Brad found two articles about Fincon in the mainstream news. One journalist felt that Fincon needed to be more political. J.D. Roth wrote … Read more