Retirement Archives

Blog Articles

October 30, 2023

In this episode, we dive into the basics of financial independence and how you can take advantage of one of the easiest ways to boost your savings - your 401k match.

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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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.

Inflation and Withdrawal Rates | Community Q&A

Retirement

January 31, 2022

Every week we here at ChooseFI get hundreds of emails from our community. There have been so many engaging and thought-provoking questions that we created a series dedicated to answering the most frequently asked each week. This week’s question is about inflation’s impact on the Safe Withdrawal Rate (SWR) or the 4% Rule and comes …

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FI Number and Withdrawal Rates | Community Q&A

January 31, 2022

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 created a series dedicated to answering the most frequently asked each week. This week’s question is about calculating your FI number and withdrawal rates, and comes from YandaPanda, who writes: Question: …

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Podcast Shownotes

Military FI: Optimizing Your Financial Plan Before Military Retirement | Daniel Kopp, CFP | Ep 487

April 15, 2024

This episode focused on Military FI covers survivor benefit plans, VA benefits, VSO disability benefits, tax planning, healthcare, and blended retirement systems.

Mailbag: Long-Term Care, Aging Parents and their Finances | Danielle Miura | Ep 481

March 11, 2024

This episode covers caregiving and FI, retirement planning, reverse mortgages, long-term care, and long-term care insurance.

Social Security Deep Dive | Denis Shapiro | Ep 474

Retirement

January 29, 2024

In this episode: social security, disability, calculating social security, claiming social security, and due diligence.

Are We There Yet? ‘Retire Early’ Case Study | Ep 473

Retirement

January 22, 2024

In this episode: calculating when you retire, tracking expenses, health insurance, the importance of planning, and health spanning.

Mailbag: Cover Your Expenses | Rachael Camp | Ep 457

Retirement

October 01, 2023

In this episode: the 4% rule, second generation FI, retirement saving, 529’s, 401k’s, and is it too late for FI?

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Tag: Retirement

Blog Articles

Podcast Shownotes