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ChooseFI

ChooseFIwww.choosefi.com
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 actionable tips and no topic is too big or small as long as it speeds up the process of reaching financial independence.

Episodes

183 | Is The FIRE Movement Over?

Jonathan and Brad Discuss the implications of the pandemic on the Financial Independence Movement. Jonathan and MK discuss Skill Stacking & Brad shares what his idea of the perfect education would look like

Apr 01, 202031 minEp. 183

182 | Escape from Wall Street | Rick Ferri Part 1

What does investing in Index funds look like in 2020? Rick Ferri from the Boglehead Podcast comes on the show to talk about his story, and how he left Wall St to invest in Index funds. https://www.choosefi.com/start Learn More about Rick Ferri: https://rickferri.com/ Follow on Twitter @rick_ferri https://www.bogleheads.org/

Mar 31, 202033 minEp. 182

181 | The Creative Penn | Joanna Penn

Joanna Penn shares her story of building multiple income streams and becoming a writer. She outlines how anyone with the passion to be creative can do the same. For more information, visit the show notes at https://ChooseFI.com/172

Mar 30, 20201 hr 4 minEp. 181

180 | The Art of the Pivot

Looking at this through the lens of opportunity we explore how businesses are pivoting in difficult times. https://www.choosefi.com/ start

Mar 27, 202025 minEp. 180

179| Accidental Homeschooler

Continuing on this daily podcast journey we talk about what happens when you life decides it is time to home school for a bit https://www.choosefi.com/Vincent https://www.choosefi.com/start https://www.choosefi.com/CIT

Mar 26, 202034 minEp. 179

178 |Important Tax Update

Continuing the daily episode series, Jonathan and Brad talk about some tax info from Sean Mulaney. https://www.choosefi.com/start

Mar 25, 202018 minEp. 178

177 | This is Not a Drill

In light of current events, We are temporarily switching to a daily show to support the community. Access Community, Resources and More https://www.choosefi.com/start https://www.choosefi.com/CIT

Mar 24, 202020 minEp. 177

176 | Flexible Spending Rules For Early Retirees

Michael Kitces joins the show to share his research on flexible spending rules as they apply to Financial Independence. His call for flexibility could impact your path to FI by several years. For more information, visit the show notes at https://ChooseFI.com/171

Mar 23, 20201 hr 25 minEp. 176

175 | Social Distancing with Style

Be Creative With Your Social Distancing Resources for Accidental Home Schoolers Opportunity for People with Student loans Crossfit at home: https://wodprep.com/free-workouts Find a new healthy routine, don’t mope Walk (with distancing), Driveway happy hour Student loans FEDERAL: No interest at this time PRIVATE: Refinance with Credible : https://www.choosefi.com/credible/ Michael Kitses interview on Monday - very timely Accidental Homeschooler - our resources are out, we will have more with Vinc...

Mar 20, 202023 minEp. 175

174 | Looking Out For Our Community

In light of current events, We are temporarily switching to a daily show to support the community. Is your Emergency Fund in place https://www.choosefi.com/CIT Our Favorite Taxable Investment Tool https://www.choosefi.com/M1 Access Community, Resources and More https://www.choosefi.com/start

Mar 19, 202017 minEp. 174

173 | Emergency Fund

In light of current events, We are temporarily switching to a daily show to support the community. Is your Emergency Fund in place? https://www.choosefi.com/CIT https://www.choosefi.com/start

Mar 18, 202016 minEp. 173

172 | Bear Market

Bear Market vs Recession and why you can't panic sell To get started on your path to Financial Independence go to https://www.choosefi.com/start

Mar 17, 202016 minEp. 172

171 | Financial Resilience

In light of current events, We are temporarily switching to a daily show to support the community

Mar 16, 202015 minEp. 171

170R | A Capital Gains Case Study for 2020

Learn more about the implications of capital gains and the mechanics of tax optimization for these gains. We use two case studies to help you realize the power of optimizing your capital gains strategy. For more information, visit the show notes at https://choosefi.com/170R

Mar 13, 202051 minEp. 170

170 | The Simple Startup

Rob Phelan, author of The Simple Startup joins the show to share more about this new resource that can help anyone learn how to build a business. Plus, he shares the path of creating a financial literacy course for all grade levels that brings in the concepts of Financial Independence. For more information, visit the show notes at https://ChooseFI.com/170

Mar 09, 20201 hr 1 minEp. 170

169R | Prepared, Not Scared

With a week of market scares, this episode revisits the importance of being prepared, not scared. Plus, you’ll hear about some exciting announcements from the ChooseFI community. For more information, visit the show notes at https://ChooseFI.com/169R

Mar 06, 202057 minEp. 169

169 | A Purple Life | Early Retiree Case Study

The anonymous blogger behind, A Purple Life, joins Brad and Jonathan to share her journey to financial independence. With the helpfulness of anonymity, she shares exact numbers including her income, salary negotiations, expenses, and more. For more information, visit the show notes at https://ChooseFI.com/169

Mar 02, 202050 minEp. 169

168R | Prioritize Your Priorities

With the principles outlined in Make Time, you have the potential to dramatically improve your life in a short period of time. Plus, hear an inspiring FI story and tips for teachers. For more information, visit the show notes at https://ChooseFI.com/168R

Feb 28, 202053 minEp. 168

168 | Make Time

John Zeratsky, author of Make Time, joins Brad and Jonathan to share actionable tips to build a framework that cuts through your perpetual state of busyness. For more information, visit the show notes at https://ChooseFI.com/168

Feb 24, 20201 hr 16 minEp. 168

167R | Should I Refinance My Mortgage?

Dropping mortgage rates prompt a conversation that explores the pros and cons of refinancing your mortgage at a lower rate. Plus, Steve Chen from NewRetirment joins the show to share the comprehensive retirement planning tools that his company has to offer. For more information, visit the show notes at https://choosefi.com/167R

Feb 21, 20201 hr 6 minEp. 167

167 | Learn Hustle Grow

Rob and Reshawn from Learn Hustle Grow discuss combining their finances and building a real estate portfolio. They talk about money mindsets, building a life together, paying down their home, working in sales and more. For more information, visit the show notes at https://choosefi.com/167

Feb 17, 20201 hr 19 minEp. 167

166R | It's a Small World After All

Find out more about the upcoming ChooseFI documentary series, Andrew and Zach's experiments in financial independence, and community corrections. For more information, visit the show notes at https://ChooseFI.com/166R

Feb 14, 202046 minEp. 166

166 | Modern FImily With Court

Court joins the show to share how she and her wife tackled six figures of student loan debt and achieved financial independence in their early 30s with a family. For more information, visit the show notes at https://ChooseFI.com/166

Feb 10, 20201 hr 3 minEp. 166

165R | Do You Realize What You're Doing

Answers to several reader questions about investing efficiently for your financial freedom. Learn more about low-cost broad-based index funds or if you should max out your 401k early. Recent market volatility has provided an opportunity to test your investment resolve. Any low-cost broad-based index fund is a solid investment strategy, VTSAX is not the only option. Understanding the difference between Roth vs traditional options can help you plan your tax-efficient retirement. Fee-only advisors ...

Feb 07, 202055 minEp. 165

165 | Do You Need a Budget? | YNAB

The founder of YNAB, Jesse Meacham, shares his story about: Finding your "non-negotiable" Introducing your spouse to FIRE Do you really need a budget? For more information, visit the show notes at https://ChooseFI.com/165

Feb 03, 20201 hr 12 minEp. 165

164R | What are the 5 Love Languages

Learn about the five love languages and how they can help you communicate with your partner better. For more information, visit the show notes at https://ChooseFI.com/164R

Jan 31, 202051 minEp. 164

164 |Our Rich Journey | Amon & Christina Browning

Amon and Christina join the show today to share their journey to Financial Independence as two federal employees with young children. The couple was able to retire early in just eight years! For more information, visit the show notes at https://choosefi.com/164

Jan 27, 20201 hr 2 minEp. 164

163R | Roth IRA Conversion Ladder Case Study

An updated case study of the Roth IRA conversion ladder and a challenge for the community are some of the topics that Brad and Jonathan tackle today. For more information, visit the show notes at https://www.choosefi.com/163R

Jan 24, 202054 minEp. 163

163 | Finding FI | Liz and Braden

Liz grew up with a single mom that struggled financially after getting divorced. Due to that, she had to learn how to budget at a very young age. She helped her mom pay off some debt over a period of years. Braden had a completely different relationship with money. He grew up in a well-off family, so he never had to worry about money. He did get a job at 16 because his parents wanted him to learn the value of hard work. Liz and Braden share their story of: • Landing over $100k in scholarships • ...

Jan 20, 202051 minEp. 163

162R | There's Water In The Cup

Half full? Half Empty? Ehh... There's some water in the cup. Medical bills are never fun, but at least you met your deductible... at the very end of the year. Brad and Jonathan discuss building credit from ground zero, and reflecting a bit on Gretchin Rubin's "The 4 tendencies". In addition, we share a segment with Larry Hagner from the Dad Edge Alliance discussing the importance of financial intimacy. This is your Friday Roundup! For more information, visit the show notes at https://choosefi.co...

Jan 17, 20201 hr 18 minEp. 162