Today we talk to Paul Merriman. The goal is to contrast the "Simple Path to Wealth Approach" with the "Ultimate Buy and Hold Portfolio." Paul is a proponent of the Ultimate Buy and Hold strategy and a legend in this space. The insights Paul provides about this strategy are priceless. For more information, visit the show notes at https://choosefi.com/130
Jun 03, 2019•1 hr 15 min•Ep 130•Transcript available on Metacast Earlier this week, Liz from Chief Mom Officer explained how she leveraged her work ethic and will to succeed into a successful six-figure career. Today we dig deeper into the work ethic topic with John, a 24 year old currently making 6-figures. We also announce our newly created Travel Rewards Course. For more information, visit the show notes at https://choosefi.com/129r
May 31, 2019•47 min•Ep 129•Transcript available on Metacast Liz from Chief Mom Officer.org talks about working moms building careers from the ground up. In this episode we learn: ⁃ How To Grow Your Salary ⁃ Figure Out What You Should be Paid ⁃ Work Hard Strategically ⁃ How To Negotiate For more information, visit the show notes at https://choosefi.com/129
May 27, 2019•48 min•Ep 129•Transcript available on Metacast Multi-level marketing, side hustles, energy audits, and expanding your "Zone of Awareness" -- all in today's Friday Roundup! For more information, visit the show notes at https://choosefi.com/128r
May 24, 2019•59 min•Ep 128•Transcript available on Metacast Alan Donegan joins us to discuss leveraging the power of FI to pursue your dreams with the ability to be free to fail. For more information, visit the show notes at https://choosefi.com/128
May 20, 2019•53 min•Ep 128•Transcript available on Metacast Gina Pogel joins us to discuss different types of debt and how to tackle them. We also dive into tactics to optimize both your health and your debt. The goal is to simplify your finances and your health by stacking multiple optimization tactics together. For more information, visit the show notes at https://ChooseFI.com/127R
May 17, 2019•51 min•Ep 127•Transcript available on Metacast Brad and Jonathan discuss health optimization strategies with Dr. Scott Sherr. This episode is packed full of useful information, however, do not make life altering medical decisions based on this show alone. Although we are talking to a real doctor, do not take this as medical advice. Consult with your own physician before making any major medical decisions. For more information, visit the show notes at https://ChooseFI.com/127...
May 13, 2019•1 hr 17 min•Ep 127•Transcript available on Metacast Brad and Jonathan tackle a listener question about annuities and discuss some updates to the travel rewards landscape. For more information, visit the show notes at https://ChooseFI.com/126R
May 10, 2019•1 hr 3 min•Ep 126•Transcript available on Metacast Last week, Brad and Jonathan talked to Chelsea Brennan about her Family Emergency Binder. In the same theme of planning for your family's future, today we talked to Mark Moss about estate planning. For more information, visit the show notes at https://choosefi.com/126
May 06, 2019•57 min•Ep 126•Transcript available on Metacast Ways to optimize your grocery shopping, the family emergency binder, and sharing stories from the community. For more information, visit the show notes at https://choosefi.com/125R
May 03, 2019•52 min•Ep 125•Transcript available on Metacast Chelsea Brennan from Smart Money Mamas and creator of the Family Emergency Binder is here to talk about her unconventional choices that led to a happier life. For more information, visit the show notes at https://choosefi.com/125
Apr 29, 2019•1 hr•Ep 125•Transcript available on Metacast Brad and Jonathan discuss the release date of a ChooseFI book, finding the best auto insurance rates, and Lynn Frair's path to FI. The book, "ChooseFI: Your Blueprint to Financial Independence" will be released on October 1, 2019. The goal of the book is to outline options for your path FI. Everyone's journey will be different because the concept of FI is really based on choosing your own adventure. However, there are common threads between all of the success stories. We pull that together so th...
Apr 26, 2019•59 min•Ep 124•Transcript available on Metacast Chris Mamula, the "Dirtbag Millionaire," describes the mistakes he made on the way to FIRE, the challenges he facing in his early retirement, and the origin story of a book that will outline a Blueprint to financial independence based on the information shared by members of the ChooseFI community. For more information, visit the show notes at https://ChooseFI.com/124
Apr 22, 2019•51 min•Ep 124•Transcript available on Metacast Brad and Jonathan give us an update about the "Playing with FIRE" documentary, hail mary FI and how to build an escape route from the corporate hierarchy that doesn't make room for you. For more information, visit the show notes at https://choosefi.com/123R
Apr 19, 2019•50 min•Ep 123•Transcript available on Metacast Kiersten and Julien from Rich and Regular talk about the specific challenges that the black community faces on their journey to FI. Recognizing the fact that not everyone starts from the same spot is important, so we are diving deep into the differences today. For more information, visit the show notes at https://choosefi.com/123
Apr 15, 2019•51 min•Ep 123•Transcript available on Metacast Brad and Jonathan are joined by Brian Feroldi and Karsten from Early Retirement Now. With the goal of gaining a deeper understanding of dividend investing, Brad and Jonathan ask the hard questions. As the devil's advocate, they uncover more information about dividend stocks from passionate investors. If you are ready to learn more about dividend investing, then let's dive in. For more information, visit the show notes at https://ChooseFI.com/122R...
Apr 12, 2019•1 hr 4 min•Ep 122•Transcript available on Metacast Dividend investing has been a hotly debated topic in the FI community. Brad and Jonathan dive into the details of dividend investing with Craig from Retire Before Dad. For more information, visit the show notes at https://choosefi.com/122
Apr 08, 2019•1 hr 6 min•Ep 122•Transcript available on Metacast Brad and Jonathan sleep habits, energy efficiency, and the best ways to land a job with Chris Hutchins from Grove. For details, visit the show notes at https://ChooseFI.com/121R
Apr 05, 2019•55 min•Ep 121•Transcript available on Metacast Angela from Tread Lightly Retire Early has been an active member of the ChooseFI community for around two years. She has built a life that combines FIRE with sustainability. Additionally, she is a leader that recognizes the women in the FIRE movement. Brad and Jonathan learn about Angela's journey and practical sustainability advice that could help the FI community. For more information, visit the show notes at https://ChooseFI.com/121...
Apr 01, 2019•1 hr 9 min•Ep 121•Transcript available on Metacast Jonathan and Brad discuss wielding the flexibility of money, how to move to the upper end of your salary range, and hunting with eagles in Mongolia. For more information, visit the show notes at https://ChooseFI.com/120R
Mar 29, 2019•54 min•Ep 120•Transcript available on Metacast Jean Chatzky is a well-respected figure in the personal finance community. The financial editor of the NBC Today Show and author of several books is recognized for a specialized understanding of the relationship between women and their money. However, both men and women can learn something for Chatzky's insights. On today's episode, Brad and Johnathan will delve into the relationships that each of us has with money. For more information, visit the show notes at https://ChooseFI.com/120...
Mar 25, 2019•1 hr 5 min•Ep 120•Transcript available on Metacast Jonathan and Brad discuss their favorite books from 2018, negotiating from a position of power, career hacking, and what they would do differently if they were recording episode 1 today. For more information, visit the show notes at https://ChooseFI.com/119R
Mar 22, 2019•54 min•Ep 119•Transcript available on Metacast Mr. Refined from Refined by Fire has overcome a staggering amount of debt that accumulated from student loans and medical bills. After finding the FI community, he was able to triple his net worth! Mr. Refined talks openly about his debt, how he negotiated his way out of debt, and why he is pursuing FI. For more information, visit the show notes at https://ChooseFI.com/119...
Mar 18, 2019•1 hr 10 min•Ep 119•Transcript available on Metacast Talent stacking, becoming a renaissance man, and financial infidelity: We recap Monday's show and highlight some listener comments. For more information, visit the show notes at https://ChooseFI.com/118R
Mar 15, 2019•50 min•Ep 118•Transcript available on Metacast 118 | Talaat McNeely from His and Her Money talks about how his money mistakes led to financial infidelity. Most importantly, he shares how he was able to rebuild trust with his wife Tai and successfully work towards common financial goals together. Through Talaat and Tai’s story, you will learn practical ways to build the financial trust that many couples hope to achieve. For more information, visit the show notes at https://choosefi.com/118...
Mar 11, 2019•54 min•Ep 118•Transcript available on Metacast Brad and Jonathan discuss "the Kleenex" of low-cost mutual funds, Bradley Rice's story about choosing to move towards part-time work, and make an announcement about a new voice on the podcast. For more information, visit the show notes at https://choosefi.com/117R
Mar 08, 2019•55 min•Ep 117•Transcript available on Metacast Bradley Rice has successfully reclaimed the hours in his day by transitioning to part-time work. He made this unconventional choice to take back his time when his daughter was born to spend more time with her. Bradley works 20 hours a week, while still earning a high salary. Bradley openly talks about the path that allowed him to reclaim his time and how you can recreate a similar journey. We All Have Choices Along The Way Each of us makes different choices throughout our lives. We do so hoping ...
Mar 04, 2019•1 hr•Ep 117•Transcript available on Metacast Karen Hoxmeier joins the show to share how and why she built a coupon-sharing website, Brad and Jonathan talk about optimizing food, taxes and home insurance, and a review of Monday’s episode with Wendy Mays. Brad and Jonathan are excited about a chicken shawarma recipe they hope Laura will add to the ChooseFI Vault soon. Wendy, from Monday’s episode, tackled her family’s grocery bill when she started pursuing financial independence. Food shouldn’t just be cheap; it should also be good. What is ...
Mar 01, 2019•59 min•Ep 116•Transcript available on Metacast 116 | Wendy Mays, from House of FI, tells the story of growing her family from 4 to 8 through adoption all while moving states and changing careers, and ultimately kickstarting her family’s pursuit of financial independence. Wendy and her family first learned about financial independence about 4 years ago. Wendy was commuting from Phoenix, Az., to San Diego, Ca., as her husband was living in California in pursuit of a new teaching job. Wendy now has a family of six children, four of whom are ado...
Feb 25, 2019•54 min•Ep 116•Transcript available on Metacast 115R | A how-to conversation about strategies for tackling consumer debt, a review of Monday’s episode with Bonnie Traux, and a few updates about the ChooseFI community. Brad’s wife no longer working as a CPA – although she was technically laid off, she’s excited for the extra time in her schedule. Being at FI gave Laura the ability to be happy for her previous employer and move on with a smile. Bonnie Traux, from Monday’s episode, is an ultimate side hustler. If you’re stuck, you’ll have to do ...
Feb 22, 2019•55 min•Ep 115•Transcript available on Metacast