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.
This episode focused on Military FI covers survivor benefit plans, VA benefits, VSO disability benefits, tax planning, healthcare, and blended retirement systems.
In this episode: Spending down to zero, the ratcheting rule, the guardrails approach, high-fee 401(k)s, and mini-retirements.
In this episode: wants vs needs, side hustles, tax planning, college hacking, travel rewards, mindset, and living your values.
In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B’s, Roth Conversion Ladders, and the rule of 55.
How Each State Taxes Retirees This article from Kiplinger, “Taxes in Retirement: How All 50 States Tax Retirees,” is a quick way to determine how your state (or future retirement destination) taxes income for retirees, including: · Income Tax on Taxable Income ·
In this episode: salary negotiation, knowing your worth, doing your own research, anchoring, and facing job offers.
Crowdsourcing Time Saving Tools A few weeks ago, we talked about “money rules” that Ramit Sethi made up for his own life and that prompted Sean to write in with the following ask of you, the community, to come through with a crowdsourced list: “The money rules that talk about
In this episode: mini-retirements, building fun into your life, structuring and planning mini-retirements, negotiating, and gaining momentum.
How to Access Retirement Funds Before 59.5 Allen Mueller, a longtime member of the ChooseFI community and a fee-only financial planner, posted something interesting on Twitter yesterday that is fundamental FI knowledge, but I fear most of us aren’t familiar with each of these options: “It’s MISCONCEPTION MONDAY! “Your 401(k) money is
Secrets to a Great Retirement I just recorded a great episode of the podcast that’s set to come out in 3 weeks on practical drawdown strategies, and had the pleasure of recording it with Karsten (Big ERN) from Early Retirement Now and Fritz from The Retirement Manifesto. You’ve asked me
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
In this week’s episode, Brad and Jonathan discuss different ways to retain a sense of control along the path to retirement during times of uncertainty.
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