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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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488 | The Courage to Take Action | EconoMe LIVE with Doc G
54:28
54:28
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54:28
In this episode: courage from community, what to do next, overwhelm, finding community, and the evolution of FI. Live from the EconoMe Conference in Cincinati Ohio, Brad is joined by Jordan "Doc G" Grumet and a room full of passionate members of our community to discuss finding the courage to take action in your FI journey. While we understand mone…
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487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP
59:24
59:24
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59:24
In this episode: survivor benefit plans, VA benefits, VSO's disability benefits, tax planning, healthcare, and blended retirement systems. This week we are joined by Daniel Kopp, founder of Wise Stewardship Financial Planning, to outline ways you can best prepare for military retirement. Together we cover pensions, navigating the Survivor Benefit P…
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486 | The Wealthy Educator | Chris Travers
40:34
40:34
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40:34
In this episode: public service accounts, side hustles, making FI possible, frugality, giving yourself freedom, and side hustles. This week we are joined by Chris Travers, a New York City public school teacher and FI community member, to discuss his journey from being a natural saver to becoming a savvy investor, talk advantages and disadvantages o…
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485 | Mailbag: Spending Down to Zero, High Fee 401k, Mini Retirements | Rachael Camp
57:03
57:03
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57:03
In this episode: spending down to zero, the ratcheting rule, the guardrails approach, high fee 401k's, and mini-retirements. This week we are diving back into the listener mailbag with Rachael Camp to address the pressing questions our community has! Whether it's curiosity towards the concept of dying with zero, determining whether it is a good tim…
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484 | A Family Journey From Debt to Early Retirement in a Decade | Joel and Emily Allen
1:07:13
1:07:13
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1:07:13
In this episode: wants vs needs, side hustles, tax planning, college hacking, travel rewards, mindset, and living your values. This week we are joined by Joel and Emily Allen, a married couple with children based out of Iowa who truly embody what the FI movement is all about! Not only have they seized control of their life and finances, but have al…
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483 | Effective Giving for the FI Community | Rebecca Herbst & Jack Lewars
1:10:50
1:10:50
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1:10:50
In this episode: building a giving framework, the giving pledge, compound impact, donor advised funds, and different ways to give. Is it better to give to charity in a lump sum versus incrementally? What are the tax implications of donating? What are the benefits of using donor advised funds? This week we answer these questions and more with the he…
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482 | Update: Are Remote Tech Careers Still Relevant in 2024? | Bradley Rice
34:03
34:03
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34:03
In this episode: salesforce, lifestyle design, testimonials and verification, the hidden job market, and talentstacking. Once again joined by friend of the show Bradley Rice, the owner and creator of TalentStacker, to update us on the value of SalesForce and career pivoting in 2024. While on the FI journey, you are actively creating the life you wa…
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481 | Mailbag: Long-Term Care, Aging Parents and their Finances | Danielle Miura
45:11
45:11
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45:11
In this episode: caregiving and FI, retirement planning, reverse mortgages, long-term care, and long-term care insurance. This week we are joined by Danielle Miura to discuss how her experience as a caregiver has impacted her FI mindset, as well as answer listener questions pertaining to planning for your own long-term care while on the path to FI.…
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480 | Update: Healthiest Year Ever | Dean Turner
33:17
33:17
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33:17
In this episode: optimized exercise, recovering, machine use, increasing your healthspan, and long-term thinking. This week we are joined by Brad’s friend and personal trainer, Dean Turner, to discuss the changing landscape of strength training, and how principles such as consistency and adherence coupled with rest and recovery can also be applied …
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479 | Are You on Track to FI? | FI Roundtable
59:07
59:07
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59:07
In this episode: FI in your 20s, the boring middle, compounding, fat FI, compounding, checkpoints, and building a life. This week we are joined by Doug and Carl from the Mile High FI podcast to talk about their respective FI journeys and answer a listener question about pursuing FI in your 20s; as well share some tips for enjoying the experience an…
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478 | 2024 Investing Update | Brian Feroldi
52:44
52:44
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52:44
In this episode: buy and hold, macroeconomics, interest rates, bond investing, when to sell, mindset, and thinking differently. This week we are joined once again by friend of the show Brian Feroldi to discuss the stock market and investing as we head into 2024. As most of you know by now, keeping your head down and staying the course is a pretty t…
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477 | The Hot Seat: Community Edition
1:17:11
1:17:11
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In this episode: the wonderful ChooseFI community shares advice by taking the hot seat through listener voicemails. Ginger joins the podcast this week for a special “Hot Seat” episode to listen to some voicemails set in from our listeners, in which our community answered questions that we typically ask our guests when they take the Hot Seat! From d…
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476 | Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy
1:07:44
1:07:44
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1:07:44
In this episode: what follows tragedy, the importance of wills and beneficiaries, intestate succession, and probate. This week we are joined by Amy to discuss her personal account and experience with estate planning in the event of an unexpected passing, and what this can look like when plans aren’t in place. While death can be an uncomfortable top…
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475 | How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney
58:24
58:24
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58:24
In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55. This week we are joined by the “FI Tax Guy” Sean Mullaney to walk through examples and discuss some strategies you could use when accessing your retirement funds early. No matter where you are on your FI journey, there c…
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474 | Social Security Deep Dive | Denis Shapiro
1:03:44
1:03:44
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1:03:44
In this episode: social security, disability, calculating social security, claiming social security, and due diligence. This week we are joined by listener and owner of Financial Security Advocates Dennis Shapiro, to talk thru some of the insights and misconceptions surrounding Social Security Benefits, and what factors and resources you should con…
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473 | Are We There Yet? 'Retire Early' Case Study
50:15
50:15
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50:15
In this episode: calculating when you retire, tracking expenses, health insurance, the importance of planning, and health spanning. This week we are rejoined by Teresa as well as Fritz Gilbert of The Retirement Manifesto to walk us through a case study of how to approach retirement while on your FI journey. It’s a common question to ask when you ca…
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472 | The Cure for the Boring Middle | Fioneers
54:22
54:22
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54:22
In this episode: the boring middle, lifestyle design, flow states, moving towards purpose, experiments, and experiences. This week we are rejoined by friend of the podcast Jessica from The Fioneers to the discuss the point of your FI journey known as the “Boring Middle,” and how through actionable steps and lifestyle design you can turn what feels …
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471 | Mailbag: Inflation and FI, ACA Subsidies, Roth vs. Trad and More | Cody Garrett
45:40
45:40
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45:40
In this episode: inflation, coast FI, early retirement planning, future tax liability, IRA's and 401k's, and diversification. This week we are rejoined by founder of Measure Twice Money Cody Garrett for another installment of the Mail Bag, where we will be talking through questions from our listeners covering topics ranging from inflation and its i…
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470 | The Spectrum of Financial Independence | Chris Hutchins
1:10:53
1:10:53
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1:10:53
In this episode: FI versus FIRE, coast FI, lean FI, tools for FI, the skill of spending, dying with zero, and prioritizing health. This week we are joined by our friend and host of the “All the Hacks” podcast, Chris Hutchins to discuss the “spectrum” of FI, and all that falls in between. From the evolution of FI over the years, to the changes we’ve…
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In this episode: real estate, upskilling, taking action, tracking your expenses, setting goals, getting on the same page, and the hot seat. This week we are joined by listener Navish Bahl to discuss his journey on the path to FI, the actionable steps he’s taken in order to maximize his life, answer some questions in the HotSeat, and navigating your…
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In this episode: checking boxes, supplementing income, life by design, taking action, the value of time, and year end wins! This week we are re-joined by Johnathan for our 7th annual year-end-wins episode! Together we tune into voicemails sent by you the listener and celebrate your victories from 2023! From confidently investing in your future, to …
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467 | The Power of Community | Amy, Diania, and Stephen
54:21
54:21
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54:21
In this episode: community, structuring FI events, unstructured time, the energy in the room, and vulnerability. We all know that the online FI community can help you along the journey in a variety of ways, but the abundance and ease of access to that community can lead to us forgetting the impact live FI events can have on your life. Our Guests St…
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466 | Journey to Financial Freedom | Jamila Souffrant
42:19
42:19
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42:19
In this episode: finding a sustainable path to FI, adjusting your lifestyle, guac levels, mindset, and finding what you want. Jamila Souffrant makes her long awaited return to the podcast to discuss building a sustainable path to FI, the importance of readjusting, financial freedom versus financial independence, as well as other topics detailed in …
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465 | Jonathan Returns: Upside Down Economics and the Priceless Value of a Great Question
59:37
59:37
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59:37
In this episode: lessons from failure, curiosity, mastering the small things, skilling up, and the value of time. The return of Johnathan! Yes Jonathan is returning to the show to catch up on the work he’s been doing behind the scenes over the last year and a half, the value of freeing up your time, skill spending, and the importance of focusing on…
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464 | Budgeting Masterclass | Tiffany "The Budgetnista" Aliche
55:18
55:18
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55:18
In this episode: the make whole mindset, budgeting, grace and space, automation, and splitting it before you get it. This week we are re-joined by Tiffany Aliche better known as "The Budgetnista” to discuss her new book "Made Whole: The Practical Guide to Reaching Your Financial Goals" which details her 10 step system towards financial wholeness, t…
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