The Financial Independence Show

Cody Berman and Justin Taylor
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Aug 24, 2021 • 36min

Mega Backdoor Roth & Solo 401k Explained

In this episode, the FI Show Guys give you a step-by-step guide to utilizing the Mega Backdoor Roth and Solo 401k. You might be able to contribute A LOT more than you thought was possible. And that’s true whether you work for a company (using a  Mega Backdoor) or run your own business (using a Solo 401k). In this episode, you’ll learn: The three contribution buckets (pre-tax, Roth, and after-tax) How to calculate your contribution limits Combining company contributions with self-employment contributions (for all you side hustlers) And where you can invest those 401k funds We hope you learn a lot from this episode and implement these strategies into your own financial strategy. Links From the Episode Justin’s Mega Backdoor Roth Guide Guide to Active Self-Employment Income Solo 401K Real Estate Investment Guide Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Aug 18, 2021 • 47min

Mastering Real Estate Renovations | Van Sturgeon

Today’s episode features Van Sturgeon who is an expert in real estate renovations with 30+ years of experience. He learned his trade the hard. Growing up, his parents purchased an apartment building but real estate was in deep trouble thanks to sky-high interest and unemployment rates. This forced Van into learning how to do the repairs his family couldn’t afford. Fast forward to today and Van has seen and done it all. He breaks down all of his do’s & don’ts to make the process less intimidating. Wondering how to quote prices, manage a project, or locate good help? Take a listen and you’ll soon find out! Links From the Episode Van’s Website -> Includes a free rehab calculator Van’s Blog Van’s Facebook Profile Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Aug 10, 2021 • 45min

Building Businesses for Financial Freedom | Brooke Packard

Today’s episode features Brooke Packard, the teacher, realtor, real estate investor, cleaning business owner, physical product creator… what doesn’t she do? Brooke was always interested in making more money from a young age. Her first entrepreneurial venture was her cleaning business, BP’s Easy Living, which she’s scaled from a one-woman operation to a team of 13 and growing. But the ideas didn’t stop there. Brooke is maximizing every hour of her day and continuing to build businesses for financial freedom. Give the episode a listen and see how she plans to retire by 30! Links From the Episode Brooke’s Instagram Brooke’s Cleaning Company Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Aug 3, 2021 • 46min

The Shred Method (How to Maximize Your HELOC) | Adam Carroll

Today’s episode features author, speaker, and mentor Adam Carroll. Adam shares with us his favorite finance technique that he calls “The Shred Method” which looks to utilize your HELOC (home equity line of credit) loan to its full potential. He also covers some of the powerful mindsets that he believes in which he shares with colleges and corporations across the country. It’s clear why Adam has been picked up for TED talks. His passion and unique views are something everyone should take the time to hear. Listen to this episode and reach out with your thoughts! Links From the Episode Adam’s Website The Shred Method Adam’s Books Build a Bigger Life Podcast Mastery of Money YouTube Channel Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jul 27, 2021 • 28min

Resiliency, Networking, and Creating Your Own Path – July 2021 Roundup

In this roundup episode, the FI Show Guys talk about resiliency, creating your own unique path, and the power of networking. Our last three guests — Allegra Paris, Jennifer Magley, and Ryan Helms — all taught us that success doesn’t happen overnight. It’s through repeated hard work, embracing and learning from failure, and bringing the right people into your inner circle. Want to hear how Cody and Justin have witnessed similar experiences in their own lives? Then this episode is for you! We hope you take this episode and think about how you can utilize some of these tactics and mental frameworks for yourself. Links From the Episode Allegra Paris Episode Jennifer Magley Episode Ryan Helms Episode Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jul 20, 2021 • 49min

Building a Multi Six-Figure Marketing Agency from Scratch | Ryan Helms

Today’s episode features Ryan Helms from Legacy Podcasting. Ryan actually liked his position earning 6-figures in the supply chain industry, but he knew that there was something more out there for him. He initially started a podcast to learn from and talk with a collection of people. That quickly led him into helping other content creators build their brands. Today, Ryan’s marketing agency is bringing in multiple six figures and he’s helped dozens of entrepreneurs and small businesses grow their reach and impact. Listen to this episode if you’re looking to quit your job, grow a business, and create an intentional lifestyle! Links From the Episode Legacy Podcasting YouTube – Podcast School Ryan’s LinkedIn Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jul 13, 2021 • 48min

Being Unstoppable, Forming Connections, and Competitive Edge | Jennifer Magley

Today’s episode features former professional Tennis player and NCAA Div 1 head coach Jennifer Magley. Jennifer started her life as a professional athlete but was forced to reinvent herself like so many athletes often do. She had to learn to be likeable and shed her unwavering competitiveness. Since then, Jennifer has become a leader in connection and networking. Jennifer has also written two books, attends countless speaking engagements, and does amazing charitable work — all while crushing it as a mom. Listen to today’s episode for some amazing mindset and personal improvement tips! Links From the Episode magleyjennifer.com Book – How to be a Queen: A Leadership Fable Book – Division 1 LinkedIn YouTube Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jul 7, 2021 • 46min

Going Virtual, Sourcing Clients & Crushing Social Media | Allegra Paris

Today’s episode features Allegra Paris from AllegraParis.com and the AP Fit program. If you look today, Allegra has created a successful and rewarding personal training business. She’s helping others while also building a brand that provides her a life she loves. But things weren’t always that simple. Allegra was facing massive burnout trying to make things work in New York City with her clothing brand and one-on-one training sessions. Eventually, she was forced to pivot and adapt when the world turned upside down (looking at you, COVID). Listen to today’s episode for an inspiring story including tips on taking a business virtual, sourcing clients, and crushing social media. Links From the Episode AllegraParis.com Allegra’s Instagram Allegra’s TikTok Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jun 29, 2021 • 27min

Money = Flexibility & Options

In this roundup episode, the FI Show Guys talk about how FI has given them flexibility and freedom. Reflecting on the 4% rule, cashflow FI, and the levels of financial independence you hit along the way. Want more confidence in negotiations? How about less stress when something goes wrong? Maybe even to feel free enough to take a chance with a career change? These are all fantastic benefits that FI brings. We hope you take this episode and either reflect on your journey or get inspired to start one. Links From the Episode FI-Lexibility with Diania Merriam The 4% Rule with Bill Bengen Slow FI with Jessica Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)
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Jun 22, 2021 • 49min

Slow FI and Building a 10/10 Lifestyle | Jessica from The Fioneers

Today’s episode features Jessica from The Fioneers. Jessica wasn’t always financially savvy and started her career making just $11k per year. Then, her husband introduced the ideology of retiring early and Jessica started climbing the corporate ladder. She quickly realized that racing towards financial independence at a rapid pace was taking too heavy of a toll on herself, so she changed course. No longer would she be hyper-focused on a retirement date but instead embraced what she calls “Slow FI”. Taking the benefits of incremental freedoms along the way and enjoying the journey without burning yourself out just to shave some time off your working years. Jessica will challenge your beliefs of FI, so take a listen and see how your mindset may change. Links From the Episode The Fioneers Website Slow FI Interview Series Fioneers on Twitter Slow FI Facebook Group Join the Community We’d love to hear your comments and questions about this week’s episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab our FREE Budget Planner Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here << Learn More About Your Hosts Fly to FI (Cody’s Blog) Saving-Sherpa (Justin’s blog)

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