In today’s podcast we discuss our takeaways from Episode 35 with Big Ern from Early Retirement Now, plus paying off mortgages and student loans early and frugal wins of the week from the community. Podcast Episode Summary The Friday Roundup after Episode 35 with Big Ern from Early Retirement Now This episode was long awaited, …
Tag Archives: Money Plan
035 | Sequence of Return Risk | Early Retirement Now
In today’s conversation with Big Ern from Early Retirement Now we discuss safe withdrawal rates, sequence of returns risk and much more. Podcast Episode Summary A wide ranging discussion with Big ERN from Early Retirement Now on sequence of return risk and safe withdrawal rates This is Big Ern’s first podcast! And a thank you …
Continue reading “035 | Sequence of Return Risk | Early Retirement Now”
034R | What’s Your Risk Tolerance | The Friday Roundup
In today’s podcast we discuss our thoughts on Part 2 of the Stock Series conversation with JL Collins, risk tolerance, doomsday scenarios, and re-balancing. Podcast Episode Summary The Friday Roundup and the episode Part 2 of our discussion with JL Collins from The Simple Path to Wealth and JLCollinsNH What do you do when there’s …
Continue reading “034R | What’s Your Risk Tolerance | The Friday Roundup”
034 | The Stock Series Part 2 | JL Collins
This podcast is Part 2 of the Stock Series discussion with JL Collins, author of The Simple Path to Wealth and the website JLCollinsNH; we discuss the Great Depression and the mindset you need to be a successful long-term investor, plus how to allocate between equities and bonds. Podcast Episode Summary Part 2 of the …
Continue reading “034 | The Stock Series Part 2 | JL Collins”
028R | The Friday Roundup
In today’s Friday Roundup we discuss tax-deferred accounts, the Roth IRA conversion ladder, frugal wins of the week, an ‘expert answer’ from the Millionaire Educator as well as the Hot Seat with community member Chad! Podcast Episode Summary The Friday Roundup after Episode 28 where we discussed the order of operations for savings as well …
028 | Order of Operations | The Buckets | The Roth IRA
In today’s podcast we discuss the four different “buckets” available to savers plus an in-depth look at the Roth IRA and the ‘Backdoor Roth.’ Podcast Episode Summary The order of operations for how you should approach the different “buckets” available to you both for retirement accounts and for your taxable savings Four basic ways for …
Continue reading “028 | Order of Operations | The Buckets | The Roth IRA”
019R | Index Investing | How to buy VTSAX
In our Friday roundup Jonathan and Brad discuss the highlights and takeaways from the Monday episode with JL Collins. Then the podcast is opened up and crowd sourced to the community. Find out the specific travel reward perks that are available for active duty military and how to get started with VTSAX if you don’t …
Continue reading “019R | Index Investing | How to buy VTSAX”
019 | JL Collins from jlcollinsnh | The Stock Series | Part 1
In Today’s Podcast JL collins from jlcollinsnh joins Jonathan & Brad on the podcast to bring the Stock Series to life. The Power of Index Investing is one of life’s greatest secrets & JL Collins is the ultimate travel guide. This multi part series turns the stock series into an interactive audio companion and this …
Continue reading “019 | JL Collins from jlcollinsnh | The Stock Series | Part 1”
018R | Capital Gains Harvesting | Never Pay Taxes Again
Podcast Episode Summary how to harvest long term capital gains tax free. Friday Roundup 7 Review of Monday’s episode with Jeremy from Go Curry Cracker Brad and his family just visited Washington DC for the weekend and used Chase Ultimate Rewards points to stay at the Hyatt Place National Mall Brad’s trip to Walt Disney …
Continue reading “018R | Capital Gains Harvesting | Never Pay Taxes Again”
018 | Go Curry Cracker | Capital Gains, Losses and The Roth Conversion Ladder
Introducing Capital Gains Harvesting Podcast Episode Summary Our guest: Jeremy from Go Curry Cracker Jeremy and Winnie are living the geo-arbitrage life: currently in Taipei, Taiwan and then on to a four month trip to Europe They are using travel rewards points to get nearly free business class flights from Taipei to Europe. “Retiring in …
Continue reading “018 | Go Curry Cracker | Capital Gains, Losses and The Roth Conversion Ladder”
017R | The Roth IRA Conversion Ladder | A Case Study
The Roth Conversion Ladder… Let’s talk about what it looks like in a real world example Podcast Episode Summary This is our 23rd episode and providing a home for the FIRE community Thank you for our 50th review on Itunes (from Chad Carson!) – we plan to implement the voicemail feature on the website so …
Continue reading “017R | The Roth IRA Conversion Ladder | A Case Study”
017 | Mad Fientist an Origin Story
Introducing the Roth Conversion Ladder Podcast Episode Summary Today’s guest: Brandon from MadFientist.com and the origin story of the Mad Fientist How did the Mad Fientist website come about? He first stumbled on the Early Retirement Extreme website He thought there’d be investing strategies to get him to financial independence more quickly, but he realized …
