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How to Open a Vanguard Account | Community Q&A

Every week we here at ChooseFI get hundreds of emails from our community. There have been so many interesting and thought-provoking questions that we’ve decided to create a series dedicated to answering the most frequently asked each week. This week’s question is about Vanguard and VTSAX and comes from David R., who writes: Q. I …

A Primer for Success | EP 360

In this week’s episode, Brad and Jonathan discuss different ways in which you can position yourself to experience as many positive outcomes in your life as possible. Whether it’s building credit, saving, investing, education, understanding the true meaning behind the word “compounding,” or really any other aspect of your life, by knowing the rules and …

SWOT Analysis for Financial Independence | EP 359

Now that you’ve done your beginning of the year audit, it’s time to look at your finances through the lens of a SWOT analysis! In this week’s episode, Brad and Jonathan examine the strengths, weaknesses, opportunities, and threats that may arise as you continue along your FI journey. By getting a strong grasp on the …

Getting Started Audit | EP 358

Welcome to 2022! In this week’s episode, Jonathan and Brad discuss starting your year by doing an audit of your current financial situation to highlight areas in which you can improve! It is critical to know how much you’re taking home in income and what your expenses over the coming year will look like. That …

Navigating the Possible Vs. Probable of Personal Finance | EP 354

In this week’s episode, Brad and Jonathan discuss planning your short and longterm FI goals in a manner that is realistic to your current situation. By taking an approach that favors longterm success as opposed to rapid growth, you can position yourself in a manner that will allow for luck to strike as you continue …

Families Fly Free | EP 353

In this week’s episode, Brad and Jonathan are joined by Lyn Mettler from “Families Fly Free” to discuss optimizing your travel rewards when traveling with family! Join the trio as they discuss different ways to utilize travel rewards programs so you can be one step closer to finally taking the vacations of your dreams! Lyn …

The DIY Financial Plan | EP 352

In this week’s episode, Brad and Jonathan are joined by Measure Twice Money’s founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don’t need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your …

Year End Tax Planning 2021 | EP 351

In this week’s episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021’s tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k’s for contractors and entrepreneurs, and so much more! Listen along to see …

Cost-Benefit Analysis and Financial Independence

Cost-Benefit Analysis…Don’t panic! You’re not back at your Econ 102 class. All is well. Breathe deeply. When deciding on the next tool to recommend adding to your FI tool chest, we decided upon a cost-benefit analysis introduction/refresher. Don’t worry, it’s not as difficult as it sounds. In fact, cost-benefit analysis by definition is designed to …

Runaway Winners and the Balanced Portfolio with Brian Feroldi | EP 350

With volatile assets like Tesla stock, Ethereum, and Bitcoin, how do you keep a level head while investing? In this week’s episode, Brad and Jonathan are joined by friend of the show Brian Feroldi to discuss managing your runaway winner investments and balancing your portfolio! Listen along as Brian shares his strategies for evaluating stocks, …

Paper Returns Vs. Real Returns | EP 349

In this week’s episode, Brad and Jonathan discuss the importance of knowing the difference between paper returns and real returns. If an asset has a certain value in the market, it does not mean that said value will exist once an attempt to liquidate the asset is made! Later in the episode, they dip into …

The Rules of the Game | EP 348

In this week’s episode, Brad and Jonathan discuss the rules that financially dictate how we all play the game of life. Together, they point out that knowing the rules can allow you to experience the beneficial side of tax planning, maximizing your benefits, and utilizing your travel rewards! The rules may seem complicated on the …