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Why You Should Fund Your Roth Even If You Won’t Need It
April 26, 2023
If you’ve read anything from the financial independence community, you’ve read about Roth IRAs. They provide tons of benefits to all retirees, like tax-free growth and the absence of required minimum distributions. There are some benefits more applicable to early retirees, like the ability to access principal before age 59.5. But, what if you don’t …

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What Are Capital Gains? Understand The Tax Brackets To Get The Most From Your Investments
March 12, 2021
Capital gains optimization can allow you to build a tax-efficient investment strategy. Since understanding capital gains is one of the key building blocks of Financial Independence, we are taking a closer look at the concept today. Table Of Contents Important Terms Before we can define what capital gains are, let’s take a minute to define …

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5 Critical Items You Need On Your Year-End Financial Checklist
December 08, 2020
When your goal is Financial Independence, you watch your spending and saving very carefully all year. But that doesn’t diminish the need for a year-end financial checklist. On that checklist are things that you should do at the end of every single calendar year to make sure your finances are in the best shape possible …

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Podcast Shownotes

The DIY Financial Plan | EP 352
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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