ChooseFI

ChooseFI
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Apr 22, 2024 • 54min

488 | The Courage to Take Action | EconoMe LIVE with Doc G

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.
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Apr 15, 2024 • 59min

487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP

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.
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Apr 8, 2024 • 41min

486 | The Wealthy Educator | Chris Travers

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
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4 snips
Apr 1, 2024 • 57min

485 | Mailbag: Spending Down to Zero, High Fee 401k, Mini Retirements | Rachael Camp

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.
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8 snips
Mar 25, 2024 • 1h 7min

484 | A Family Journey From Debt to Early Retirement in a Decade | Joel and Emily Allen

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.
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11 snips
Mar 18, 2024 • 1h 11min

483 | Effective Giving for the FI Community | Rebecca Herbst & Jack Lewars

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.
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Mar 15, 2024 • 34min

482 | Update: Are Remote Tech Careers Still Relevant in 2024? | Bradley Rice

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.
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Mar 11, 2024 • 45min

481 | Mailbag: Long-Term Care, Aging Parents and their Finances | Danielle Miura

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.
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9 snips
Mar 8, 2024 • 33min

480 | Update: Healthiest Year Ever | Dean Turner

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.
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25 snips
Mar 4, 2024 • 59min

479 | Are You on Track to FI? | FI Roundtable

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.

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