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How To Open Accounts With Vanguard, Fidelity, And Schwab

April 24, 2019

Most everyone has heard of Vanguard, Fidelity, and Charles Schwab. After all, they are the three top investment management firms in the U.S. Since they are three of the best in their field, it may be hard to decide which will work best for you. Well today, I’ll talk about the differences between the three …

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Where Should You Invest? How To Determine And Implement Your Asset Allocation

April 18, 2019

When investing in a portfolio, there only a handful of things that you can control that will influence returns. They are: asset allocation, security, selection, and market timing. Asset allocation (stocks versus bonds) Security selection (which stocks or bonds) Market timing (buy now or later) Significant research has been done on these factors. By and …

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When 2% Costs Everything: How Investment Fees Cost You Your Freedom

April 16, 2019

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 a seasoned professional knows how …

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The Advantages Of The Individual Investor: Why You Can Beat Professional Money Managers

April 09, 2019

Many folks believe it’s difficult–or completely impossible–to beat the market without help from a professional. Well, if you tuned into episode 75 of the Choose FI podcast, you’d know that’s completely wrong. Brian Feroldi–a writer at Motley Fool–posits that individual investors can far surpass professional money managers. If you have the know-how, being an individual …

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How To Create An Investment Policy Statement

March 25, 2019

As members of the FI community, our goals are all similar enough. In order to retire early, we need to have 25x our annual expenses in diversified investments and savings to achieve this. But how and when each one of us achieves it may be completely different based on our individual scenarios, which is where …

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Podcast Shownotes

GameStop: Squeezed to the Max | Brian Feroldi | EP 293

February 04, 2021

Wondering what happened with GameStop and confused about what a short squeeze is? The complexity of this kind of trading is far from the simple strategy of buy and hold investing.

The Complexity in Simplicity at M1 | Brian Barnes | EP 292

January 31, 2021

Brian Barnes, founder of M1 Finance Listen Read What You’ll Get Out Of Today’s Show Resources Mentioned In Today’s Conversation

If I Could Turn Back Time | EP 291

January 28, 2021

What You’ll Get Out Of Today’s Show After four years of working on the ChooseFI podcast, Brad and Jonathan want to share their lessons learned, the list of things they might do differently, and highlight a few episodes to re-listen to. Brad is back in the studio after missing out on Episode 290 with Paul …

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Paul Merriman | EP 290

January 24, 2021

Paul Merriman Website: Paulmerriman.com What You’ll Get Out Of Today’s Show Does your portfolio own enough of the companies that carry a lot of the growth over extended periods of time? When you buy index funds, you aren’t as diversified as you think you are. Cap weighted index funds mean you are buying a lot …

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Beginning of a New Era | EP 285

January 07, 2021

What You’ll Get Out Of Today’s Show 2021 kicks off the fifth year of the ChooseFI podcast. Despite being at different points in their own financial journeys, Brad and Jonathan have experienced the benefit of incremental growth with both their finances and self-improvement. While it may seem simple and even mediocre, they are living amazing …

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