201 | The Rule of 55
It's mailbag time, and today we answer a question about the rule of 55 and how some are able to access their 401k penalty free at 55. We also have a segment with Jillian from Everyday Courage
Episodes
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
200 | Stock Fundamentals with Brian Feroldi
On a recent episode we gained a better understanding bonds. Today Brian Feroldi who writes for the Motley Fool joins us to give us a deeper understanding for stocks and how they are valued.
199 | Making Portfolio Adjustments with Big ERN
Big Ern joins ChooseFI again this week to discuss making necessary adjustments to your portfolio when the economy takes a downturn.
198 | Living Your Story
Today is community mailbag where the team answer questions and listens to feedback from you our listeners, but first they talk about Big ERN's optimism.
197 | Introducing: Casual Wednesdays
After 40 days of quarantine, we are beginning to adjust to this new normal. We're talking groceries, working remotely more permanently, creative socializing in quarantine, and finding your lost money.
196 | Have We Seen the Bottom? An Economic Outlook with Big ERN
Big Ern joins the show to talk about possible scenarios for the recession we find ourselves in, and markers to look out for on the horizon for the recovery of our economy.
195 | The Rebel Entrepreneur - What Can You Build?
Brad and Jonathan talk with Alan Donegan about possible ways for how you can pivot during this time. Additionally, listen until the end for the special announcement from Alan and the ChooseFI Team.
194 | The Role of Bonds in a Portfolio | With Frank
Frank Vasquez joins the show to talk about portfolio diversification with bonds, and the important value that they can add. Other ChooseFI Media: Support our YouTube channel by subscribing at: https://www.youtube.com/choosefi?sub_confirmation=1 Listen to other episodes from our Financial Resilience Daily Show at: https://www.choosefi.com/financial-r/ Dig deeper into Financial Independence by reading our Blog at: https://www.choosefi.com/all-articles/ About us: Everything we do, we do to help you...
193 | The Market Always Goes Up
We all know the market always goes up, but it is still nice to get that reminder. Brad and Jonathan talk about the market's history and how time in the market is always better than timing the market. Links from the show: https://www.choosefi.com/ cit https://www.choosefi.com/ M1 Our Podcast: https://www.choosefi.com/episodes/ Financial Resilience Daily Show: https://www.choosefi.com/financial-r/ Blog: https://www.choosefi.com/all-articles/ About us: Everything we do, we do to help you slash your...
192 | Freelancers and the Paycheck Protection Program with Travis Hornsby
Travis Hornsby from the Student Loan Planner joins the show to talk about the Paycheck Protection Program for small business and independent contractors. More resources: Our Podcast: https://www.choosefi.com/episodes/ Financial Resilience Daily Show: https://www.choosefi.com/financial-r/ Blog: https://www.choosefi.com/all-articles/ About us: Everything we do, we do to help you slash your expenses, crush debt, and build ways to earn a living remotely by starting online businesses. Then we help yo...
191 | K-12 Financial Literacy Curriculum
Financial Educators Rob Phelan, Danielle Mendonsa, and Mandy Bert have created a financial literacy program for anyone and everyone. Today they join the show to talk about its inception and release.
190 | The Sandwich Generation with Jean Chatzky
When it comes to talking about money and the future with both your parents and kids, tactfulness is everything. Jean Chatzky joins the show to help us navigate these strange waters.
189 | Jonathan's Investor Policy Statement
Jonathan outlines his investor policy statement, and his process for how he thought it out.
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
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.
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
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/
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
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
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/
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
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
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
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
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
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
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...
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
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
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