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The Wealth Building Triangle: Income–Savings Rate–Rate Of Return

January 18, 2018

You’ve probably heard the saying, “Earn More, Spend Less, and Invest the Rest.” The Wealth Building Triangle is a way of visualizing each piece of that equation and how they combine to move you toward financial independence. As the visual below shows, the three sides of the wealth building triangle are: Savings rate, Income, and …

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How to Invest in Index Funds in 2020

March 08, 2017

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 for the long-term. In fact, I would argue that the most effective long-term wealth building strategy for the stock market also happens to be the simplest. We love …

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Congratulations! You’re Broke

November 27, 2016

Well, maybe things aren’t so bad. As of July 4th, 2016 my retirement accounts matched the remaining balance on my student loans. Neither of those numbers is particularly impressive but it allows me to claim a net worth of $0. Net worth is a snapshot in time, it does not define you or even give …

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Podcast Shownotes

170R | A Capital Gains Case Study For 2020

March 13, 2020

You’ll learn more about the implications of capital gains and the mechanics of tax optimization for these gains. With two case studies, you’ll start to realize the power of optimizing your capital gains strategy.

169R | Prepared, Not Scared

March 06, 2020

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.

165R | Do You Realize What You Are Doing?

February 07, 2020

Answers to several reader questions about investing efficiently for your financial freedom. Learn more about low-cost broad-based index funds or if you should max out your 401k early. Recent market volatility has provided an opportunity to test your investment resolve. Any low-cost broad-based index fund is a solid investment strategy, VTSAX is not the only …

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163R | Roth IRA Conversion Ladder Case Study

January 24, 2020

An updated case study of the Roth IRA conversion ladder and a challenge for the community are some of the topics that Brad and Jonathan tackle. $1,000 Challenge Most personal finance advice starts with building your first $1,000 in savings. However, if you are struggling to get from paycheck to paycheck, you might feel like …

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152R | Can I Retire Yet?

November 08, 2019

Big ERN comes on the show today to break down the numbers of Becky’s retirement plan. He works through their real numbers to determine how solid their retirement plan is.

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