Money Plan Archives

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NewRetirement.com: Your Online Planner For FI In 2023

February 16, 2023

Napoleon Hill, author of the ChooseFI staple Think and Grow Rich, famously said, “Plan your work and work your plan.” If you know anything about the journey to Financial Independence, you know that achieving it means having a plan for your money. If you don’t have a plan, retiring early may be something you talk …

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Make Your Kid a Millionaire: Roth IRA for Kids

February 01, 2023

We show you what it takes to use the Roth IRA's power of tax free growth combined with an investment duration starting in childhood, to secure your child's financial legacy.

M1 Finance Review: The Finance Super App

January 30, 2023

It’s no secret that investing can be complicated. So, when something comes along that demystifies and simplifies it, as well as makes it financially accessible to nearly everyone, people tend to get pretty excited. That’s why M1 Finance, a fee-free, robo-advisor, quickly became a FI community favorite. With its sleek, intuitive interface, M1 allows you …

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Vanguard Review 2024: Low-Cost Investing On The Path To FI

January 27, 2023

We have updated our Vanguard review for 2024 to clearly lay out the most notable pros and cons of this investing platform and why it’s a FI community favorite year after year. We’ll look at why people so often recommend it as the best place to invest your FI funds, what types of accounts you …

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How and Why to Set up a Roth IRA Conversion Ladder

January 16, 2023

One problem with retiring early is that you can’t access your tax-sheltered retirement accounts until 59 1/2 without taxes and penalties.

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Podcast Shownotes

SWOT Analysis for Financial Independence | EP 359

January 10, 2022

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 …

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Getting Started Audit | EP 358

Mindset
§Money Plan

January 02, 2022

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 …

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

December 05, 2021

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 …

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Families Fly Free | EP 353

November 28, 2021

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 …

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The DIY Financial Plan | EP 352

Money Plan
§Taxes

November 22, 2021

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 …

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Tag: Money Plan

Blog Articles

Podcast Shownotes