189 | Jonathan's Investor Policy Statement
Jonathan outlines his investor policy statement, and his process for how he thought it out.
Apr 09, 2020•38 min•Ep. 189
ChooseFI
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
188 | Stay the Course | Rick Ferri Part 2
Rick Ferri joins Brad and Jonathan back on the show to teach us how to make a cake. During this process you may just learn a thing about asset allocation. Whatever you decide to do with today's knowledge just remember, stay the course. https://www.choosefi.com/start Learn More about Rick Ferri https://rickferri.com Follow on Twitter @rick_ferri https://www.bogleheads.org
Apr 08, 2020•28 min•Ep. 188
187 | Distance Education
Mandy shares how teachers are pivoting in this difficult time, and gives her advice for teachers and parents who are thrust into this new era of learning. Additional information is provided for accessing Accidental Homeschooler and K-12.
Apr 07, 2020•39 min•Ep. 187
186 | Multiple Generations Under One Roof With Financial Tortoise
Tae, from the Financial Tortoise, shares his money story from the perspective of the sandwich generation. For more information, visit the show notes at https://ChooseFI.com/186
Apr 06, 2020•57 min•Ep. 186
185 | Adapting to the New Normal with Dominick Quartuccio
What is Normal? Normal is the baseline our minds establish for as a reference point for everything that comes into our lives. This baseline is not immutable however. Dominick joins us on the show today to talk about some of these ideas in these very "un-normal" times. https://www.choosefi.com/
Apr 03, 2020•41 min•Ep. 185
184 | Stimulus Package Breakdown: The Cares Act
Sean Mulaney weighs in on the 2020 Stimulus Package via voicemail, and gives some pro tips for your filing process. Jonathan and Brad share some of their insight on the Cares Act as well. https://www.choosefi.com/start
Apr 02, 2020•33 min•Ep. 184
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, 2020•31 min•Ep. 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, 2020•33 min•Ep. 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, 2020•1 hr 4 min•Ep. 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, 2020•25 min•Ep. 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, 2020•34 min•Ep. 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, 2020•18 min•Ep. 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, 2020•20 min•Ep. 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, 2020•1 hr 25 min•Ep. 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, 2020•23 min•Ep. 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, 2020•17 min•Ep. 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, 2020•16 min•Ep. 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, 2020•16 min•Ep. 172
171 | Financial Resilience
In light of current events, We are temporarily switching to a daily show to support the community
Mar 16, 2020•15 min•Ep. 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, 2020•51 min•Ep. 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, 2020•1 hr 1 min•Ep. 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, 2020•57 min•Ep. 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, 2020•50 min•Ep. 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, 2020•53 min•Ep. 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, 2020•1 hr 16 min•Ep. 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, 2020•1 hr 6 min•Ep. 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, 2020•1 hr 19 min•Ep. 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, 2020•46 min•Ep. 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, 2020•1 hr 3 min•Ep. 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, 2020•55 min•Ep. 165
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