132 | Downsizing Your Life And Financial Coaching With Lisa Duke

Jonathan and Brad talk to Lisa Duke about her mindset shift and turning liabilities to assets. Where Lisa Started Lisa and her husband owned their own IT consulting business. The business was doing well, but it felt like something was missing. No matter how much they were able to spend, it did not really bring them lasting pleasure. We were sort of on that “hedonic treadmill” where you buy something … Read more

131R | Building a Brick in Your Wall

131R | Building a Brick in Your Wall

Brad and Jonathan recap their conversation with Mr. Money Mustache and Mr. 1500. Plus, they answer listener questions about compounding interest and drawdowns during retirement. Community Building Jonathan recently moved closer to Brad’s home. Now they are only around five minutes apart. The move has already led to some positive movements in their life. One nice thing is having a workout buddy for mornings three days a week. At the … Read more

131 | Community Building With Mr. Money Mustache And Mr. 1500

Community Building With Mr. Money Mustache And Mr. 1500

Jonathan and Brad take a short walk down memory lane with Mr. Money Mustache and Mr. 1500 to discuss community building and second generation FI. Personal Stories Although most in this community are familiar with Mr. Money Mustache content, many might not know his story and how his Financial Independence journey started. Pete was a software engineer from 1998 to 2005 before Financial Independence. Once he hit FI, he was … Read more

130R | Simplifying The Ultimate Buy And Hold Strategy With M1 Finance

Ultimate Buy And Hold Strategy With M1 Finance

Jonathan and Brad discuss Playing with FIRE updates and the ultimate buy and hold portfolio. Playing With FIRE update Brad and Jonathan just returned from the world premiere of Playing with FIRE in San Diego. Around 250 people showed up to the event and it was an eye-opening experience. You should not watch this at home on your couch in the living room. Right now, you have the opportunity and … Read more

130 | Paul Merriman Introduces The Ultimate Buy And Hold Portfolio

130 | Paul Merriman | The Ultimate Buy and Hold Portfolio

Jonathan and Brad talk to Paul Merriman. The goal is to contrast the “Simple Path to Wealth Approach” with the “Ultimate Buy and Hold Portfolio.” Paul is a proponent of the Ultimate Buy and Hold strategy and a legend in this space. The insights Paul provides about this strategy are priceless. Paul Merriman’s Story Paul started his career as a stockbroker. However, he quickly began to question the fact that … Read more

129R | Focused Work Ethic

129R | Focused Work Ethic

Jonathan and Brad talk about focusing your work ethic and make an announcement. Travel Rewards Course Announcement As you likely know, travel rewards are a popular topic in our community. As a way to help everyone achieve their travel rewards goals, ChooseFI has created a travel rewards course. Hundreds, probably thousands of hours of travel ‘nerdery’…[Ed has] distilled it down into 18 super concise easy to read lessons… It’s not … Read more

129 | Breaking The Glass Ceiling With Liz

129 | Breaking the Glass Ceiling | Liz, Chief Mom Officer

Jonathan and Brad talk to Liz from Chief Mom Officer.org about working moms building a career from the ground up. The inspiration for this conversation came from a listener who wrote: “I’m new here and a lot of the numbers I see people throw around intimidate me. Not the goal numbers. I’m talking about the incomes, the really high incomes. I’m a mom and I’m the breadwinner for my family. … Read more

128R | Expand Your Zone Of Awareness

128R | Zone of Awareness

Brad and Jonathan discuss multi-level marketing, side hustles, expanding your zone of awareness, and energy audits. Multi-Level Marketing Recently, Jonathan was approached by an old friend with the offer of going to lunch. At less than five minutes into the lunch, the MLM pitch started. Amway was the MLM of this pitch, but Jonathan pushed back on the pitch and asked questions about the business model and the products. The … Read more

128 | Building Your Suit Of Armor On The Path To FI With Alan Donegan

Why a side hustle is like a suit of armor

Brad and Jonathan discuss leveraging the power of FI and the pursuit of FI to allow you to pursue your dreams with the ability to be free to fail with Alan Donegan. Alan Donegan Goes To Hollywood Many of you may already be familiar with Alan and his path to FI. After several appearances on the podcast, today he is sharing more on how to build your suit of armor. … Read more

127R | Cutting Through The Noise Of Dieting And Debt

Cutting Through The Noise Of Dieting And Debt

Brad and Jonathan dive into tactics to optimize both your health and your debt. The goal is to simplify your finances and your health by stacking multiple optimization tactics together. Make small changes in your life, that when done over many months and years are going to add up to a better life. Cutting Through The Noise Of Health Optimization Around the country, Americans are realizing that we need to … Read more