ChooseFI

Alan and Katie Donegan share insights on envisioning an extraordinary life and overcoming limiting beliefs. They discuss the importance of building the life you want even after reaching FI, focusing on personal growth, and taking actionable steps to design a fulfilling existence.

Jesse Cramer of the “Best Interest” blog and podcast shares the RRTTLU investing framework, discussing risk, return, taxes, timelines, and legal matters in investing. Emphasizing the importance of understanding your goals, risk tolerance, and tax implications when making investment decisions. With a focus on balancing portfolios and aligning investments with your financial timeline to achieve success.

Financial expert Sean Mullaney discusses 72t, Roth accounts, Pro Rata Rule, HSA's, education expenses, and Roth Conversions with Brad. They explore optimizing retirement accounts, Roth conversions for tax credits, and using Roth IRAs. The conversation covers pro-rata rules, PUQME, HSA benefits, education withdrawals, tax implications of marriage, and IRA contributions. Mullaney provides insightful advice on accessing retirement funds before age 59.5 for early retirees.

Friend of the pod Ginger talks about FI events, travel rewards, companion passes, and mini retirements. Topics include events, community, travel rewards, meditation, mini retirements, travel wins, and travel points. Interesting discussions on habits, e-bike subsidies, car-free communities, and mini retirements for work-life balance.

Steven and Lauren Keys from Trip of a Lifestyle discuss achieving financial independence, the power of FU money, and enjoying the journey to early retirement. They emphasize taking actionable steps towards building the life you want, even before full retirement. The importance of making radical lifestyle changes now, instead of waiting, is highlighted. Financial freedom can lead to new opportunities sooner than expected, allowing flexibility for relocating or pursuing dream goals.

Guest Jordan 'Doc G' Grumet joins Brad at the EconoMe Conference to discuss finding courage in the FI journey. They explore what comes after money, shifting focus, overwhelm, and community evolution. Reflecting on social responsibility, charitable giving, and interacting outside the FI community.

Daniel Kopp, founder of Wise Stewardship Financial Planning, discusses optimizing financial plans before military retirement, covering survivor benefit plans, VA benefits, tax planning, healthcare, and blended retirement systems. The podcast provides valuable insights into navigating military benefits, disability benefits, and making informed decisions for a secure post-retirement financial future.

Guest Chris Travers, a NYC public school teacher, discusses FI journey, advantages/disadvantages of retirement accounts, balancing frugality, making FI possible through side hustles, and giving yourself financial freedom

Financial expert Rachael Camp tackles pressing listener questions on personal finance, including spending down to zero, the ratcheting rule, high fee 401k's, and mini-retirements. The conversation dives into strategies for optimizing retirement savings, navigating Roth IRA contributions, and prioritizing life experiences over financial optimization.

Join Joel and Emily Allen on their journey from debt to early retirement, covering topics like budgeting, side hustles, tax planning, college hacking, travel rewards, and living your values. Learn how they embraced the FI mindset and leveraged community resources for financial freedom, family travel adventures, and empowering others through education. Dive into their strategies for optimal wealth management, cracking the code to college savings, and transitioning to minimalist travel while expressing gratitude for community support.