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In this week's episode, Brad and Jonathan are joined by Dominick Quartuccio from "The Great Man Within" to discuss making bold moves while on the path to bettering yourself. Although it may be inconvenient, making one bold move can snowball into a life full of adventure, self-development, and unexpected happiness! Join the trio as they discuss what can dictate a bold move, signs that you may be ready to level up an area of your life, generating ideas for bold moves, and so much more! Dominick Quartuccio Website: The Great Man Within Podcast: The Great Man Within Resources Mentioned In Today's Conversation Design Your Future: 3 Simple Steps to Stop Drifting and Start Living by Dominick Quartuccio Design The Next Year of Your Life Masterclass Send us an email! feedback@choosefi.com Design Your Future | Dominick Quartuccio | ChooseFI Episode 033 Drift | Dominick Quartuccio | ChooseFI Episode 096 Designing Your Year For 2021 | Dominick Quartuccio | ChooseFI Episode 270 If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan discuss planning your short and longterm FI goals in a manner that is realistic to your current situation. By taking an approach that favors longterm success as opposed to rapid growth, you can position yourself in a manner that will allow for luck to strike as you continue your FI journey! Be sure to plan for the probable and possible outcomes in your life! Resources Mentioned In Today's Conversation Last Pass 1Password Runaway Winners and the Balanced Portfolio with Brian Feroldi | ChooseFI Episode 350 Talent Stacker JL Collins' Simple Path to Wealth Financial Independence 101 If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan are joined by Lyn Mettler from "Families Fly Free" to discuss optimizing your travel rewards when traveling with family! Join the trio as they discuss different ways to utilize travel rewards programs so you can be one step closer to finally taking the vacations of your dreams! Lyn Mettler Website: Families Fly Free with Go To Travel Gal Podcast: Families Fly Free Podcast Resources Mentioned In Today's Conversation Travel Rewards: How To Travel The World For Almost Free (The Easy Way) ChooseFI Ep. 009 If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan are joined by Measure Twice Money's founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don't need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your spending! Also, the trio shares important information you should know before selecting a financial planner. Cody Garrett Website: Measure Twice Money Blog: Measure Twice Money's Blog Resources Mentioned In Today's Conversation Cody's Interview on FA Success Sean Mullaney Annual CFP Roundtable 2017 with Kyle Mast and Danny Kenny | ChooseFI Episode 058 Jorge Soriano - Financial Planning For Good Mike Powers - Manuka Financial XY Planning Network Measure Twice Money's Data Gathering Checklist If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k's for contractors and entrepreneurs, and so much more! Listen along to see if any of the information shared can be applicable to your own tax planning this season! Sean Mullaney Website: The FI Tax Guy Blog: The FI Tax Guy Blog Twitter: @SeanMoneyandTax Resources Mentioned In Today's Conversation Subscribe to the FI Weekly! The Backdoor Roth IRA and December 31st IRS Instructions for Form 8606 White Coat Investor's Backdoor Roth IRA Tutorial Solo 401ks, SEP IRA's, and the 2021 Stimulus If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here! As always, the discussion is general and educational in nature and does not constitute tax, investment, legal, or financial advice with respect to any particular individual or taxpayer. Please consult your own advisors regarding your own unique situation. Sean Mullaney and ChooseFI Publishing are currently under contract to publish a book authored by Sean Mullaney.

With volatile assets like Tesla stock, Ethereum, and Bitcoin, how do you keep a level head while investing? In this week's episode, Brad and Jonathan are joined by friend of the show Brian Feroldi to discuss managing your runaway winner investments and balancing your portfolio! Listen along as Brian shares his strategies for evaluating stocks, creating guidelines for yourself as an investor, and mentally preparing yourself for the highs and lows of investing! Resources Mentioned In Today's Conversation Brian's Anti-Fragile Checklist! Subscribe to ChooseFI's Weekly Newsletter! If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

this week's episode, Brad and Jonathan discuss the importance of knowing the difference between paper returns and real returns. If an asset has a certain value in the market, it does not mean that said value will exist once an attempt to liquidate the asset is made! Later in the episode, they dip into the mailbag and answer listener questions about episode 332 and tax planning! Resources Mentioned In Today's Conversation Follow Brad on Twitter! Millenial Revolution Raising Your Money-Savvy Family For Next Generation Financial Independence by Carol Pittner and Doug Nordman Second Generation FI 401k Spreadsheet Subscribe to the FI Weekly! Join ChooseFI's Facebook Group! Transform Your Tax Return Into a Springboard for Financial Planning | ChooseFI Episode 332 Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan discuss the rules that financially dictate how we all play the game of life. Together, they point out that knowing the rules can allow you to experience the beneficial side of tax planning, maximizing your benefits, and utilizing your travel rewards! The rules may seem complicated on the surface, but once you understand them, you can start absolutely crushing your path to FI! Resources Mentioned In Today's Conversation Why We Sleep by Matthew Walker, PhD Animal Spirits Podcast Are Solar Panels Worth The Investment? Follow Brian Feroldi on Twitter! Get a copy of Brian Feroldi's Anti-Fragile Checklist Optimize Your Travel Expenses! The True Cost of Car Ownership | ChooseFI Episode 022 How Do I Figure Out The Taxes On This? | ChooseFI Episode 346 Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan discuss how critical it is to fully understand what the statistics and numeric values describing your investment returns actually represent. They do so by describing what compound annual growth rate is, explaining the logic behind the 4 percent rule, and by referencing helpful insights gained in previous episodes of ChooseFI! Later in the show, the guys are joined by Rob Phelan from "The Simple Startup" to discuss second generation FI, the benefits of teaching children and teenagers about entrepreneurship, and Rob's new children's book M is for Money! Rob Phelan Website: The Simple Startup Book: M is for Money Resources Mentioned In Today's Conversation ChooseFI's Future Value of Investment Calculator Early Retirement Now Making Portfolio Adjustments With Big ERN | ChooseFI Episode 199 How Do I Figure Out the Taxes on This? | ChooseFI Episode 346 Flexible Spending Rules For Early Retirees | ChooseFI Episode 176 What Happens When The Paycheck Stops? – Keys To A Successful Retirement With Fritz Gilbert (Part 1) | ChooseFI Episode 206 102 Business Ideas for Kids | Simple Startup with Arianna and Sheila | ChooseFI Episode 308 Future Proof | ChooseFI Episode 271 Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

In this week's episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA's and 401k's, and explore potentially beneficial ways in which after-tax investments and 401k's overlap! Resources Mentioned In Today's Conversation The Unfair (FI) Advantage Of Teachers 457b | ChooseFI Episode 13 The Millionaire Educator's 2021 Free Money Article Subscribe To ChooseFI's Weekly Newsletter Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!