ChooseFI

Explore effective giving for the FI community with insights on building a giving framework, donor advised funds, and tax implications. Learn about the compound impact of donations and the benefits of giving incrementally. Discover how to balance global and local donations for maximum impact and the importance of creating a habit of effective giving. Guests Rebecca Herbst & Jack Lewars share actionable steps to improve lives through charitable donations while on the FI journey.

Exploring Salesforce career transitions in 2024 with the importance of lifestyle design, testimonials, and the hidden job market. Learn about talentstacking and entering a Salesforce career with practical programs offering community support and opportunities. Discover the stability of tech skills, engagement in the FI community, and free resources for entering the talent stacker ecosystem.

Exploring the challenges of caregiving, retirement planning, and long-term care. Discussing reverse mortgages, uncomfortable money talks, and the importance of planning for the future. Insights on long-term care insurance and financial independence. Encouraging early discussions with loved ones and creating a solid financial plan.

This podcast explores the connection between fitness and financial independence, focusing on optimized exercise, recovering, machine use, increasing healthspan, and long-term thinking. Dean Turner shares insights on strength training principles like consistency, adherence, and rest. The discussion emphasizes the importance of making gradual changes for long-lasting results in both physical and financial well-being.

The podcast discusses FI in your 20s, the boring middle, fat FI, compounding, checkpoints, and building a life. Guests share their FI journeys, tips for enjoying the journey, and navigating slow times. It emphasizes the unique nature of each person's FI goal and the importance of creating the life you want. The episode also explores saving versus life enhancement, role models, and the impact of checkpoints on the FI journey.

Topics discussed include: buy and hold strategy, macroeconomics, impact of interest rates on investing, high yield savings accounts, when to sell stocks, evolving mindset, and thinking differently about investments.

Listeners share valuable insights on topics like Atomic Habits, Opportunity Cost, Mental Wellbeing, PSLF Forgiveness, House Hacking, and DIY projects. The episode emphasizes building habits, self-awareness, frugality, and navigating investment fees. It also discusses prioritizing health through weightlifting, cutting alcohol, and personal growth reflections.

Amy shares her personal experience with estate planning after an unexpected passing. They discuss the importance of wills, beneficiaries, intestate succession, and probate. Taking actionable steps like designating beneficiaries and setting up wills can make the process easier for loved ones. They also emphasize the significance of setting up emergency access for password managers and working with a financial advisor for guidance. Planning for the future and overcoming grief is essential, including setting up a will and trust, organizing important documents, and coping with grief.

Tax expert Sean Mullaney joins the show to discuss strategies for accessing retirement funds early, including taxable accounts, inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55. The discussion explores various options for withdrawing money before age 59.5 without penalties and provides valuable insights into maximizing tax efficiency for early retirees.

Denis Shapiro, owner of Financial Security Advocates, discusses the importance of Social Security benefits in FI planning. The podcast covers misconceptions about Social Security, calculating benefits, earning inclusion for small business owners, benefits for divorced spouses, filing strategies, and Medicare. Listeners are encouraged to visit ssa.gov, reach out to Financial Security Advocates, and join the ChooseFI community.