ChooseFI
Episodes
292 | The Complexity in Simplicity at M1 | Brian Barnes
01 Feb 2021
Contributed by Lukas
M1 Finance transformed Jonathan's ideas about how simple complexity could be and has quickly become his favorite investing platform, especially for t...
291 | If I Could Turn Back Time
29 Jan 2021
Contributed by Lukas
After four years of working on the ChooseFI podcast, Brad and Jonathan want to share their lessons learned, the list of things they might do differ...
290 | We're Talking Millions | Paul Merriman
25 Jan 2021
Contributed by Lukas
Does your portfolio own enough of the companies that carry a lot of the growth over extended periods of time? When you buy index funds, you aren't as...
289 | The Roth 401K and Meal Planning Made Easy
22 Jan 2021
Contributed by Lukas
For almost 12 months, we've all been trying to do the best that we can. As frequently discussed on the show, we try to do things slightly different, ...
288 | Mad Fientist
18 Jan 2021
Contributed by Lukas
Should you rush to reach FI? Or use it as a map in a lifelong pursuit to master your relationship with time, money, and happiness? Brandon, from the ...
287 | The Examined Life
15 Jan 2021
Contributed by Lukas
Are you the kind of person who sets New Year's resolutions? Like many Americans, Jonathan used to set weight loss goals for the new year, but not thi...
286 | I Like to Dabble
11 Jan 2021
Contributed by Lukas
Many industries we once believed were recession-proof have proven otherwise. What can we do to build multiple streams of income and the resilience n...
285 | Beginning of a New Era
08 Jan 2021
Contributed by Lukas
What You'll Get Out Of Today's Show 2021 kicks off the fifth year of the ChooseFI podcast. Despite being at different points in their own financial j...
284 | JL Collins Returns
04 Jan 2021
Contributed by Lukas
When it comes to investing strategies, one of the most influential books available claims that if you keep it simple, you'll actually do better. Here...
283 | End of Year Wins | Part 3
01 Jan 2021
Contributed by Lukas
It's Part 3 of ChooseFI's end-of-year wins where we hear directly from our community members. During this live event, listeners shared the actions th...
282 | End of Year Wins | Part 2
28 Dec 2020
Contributed by Lukas
It's Part 2 of ChooseFI's end-of-year wins where we hear directly from our community members. During this live event, listeners shared the actions th...
281 | End of Year Wins | Part 1
25 Dec 2020
Contributed by Lukas
It's the ChooseFI Christmas Edition where we hear end-of-year wins direct from our community members. During this live event, listeners shared the ac...
280 | The Debt Free Guys
21 Dec 2020
Contributed by Lukas
Is it possible to live fabulously without being fabulously broke? The Debt Free Guys say you can. After a year and a half of dating, John and David...
279 | Be Wise, Your Financial Future is at Stake | Dan Otter
18 Dec 2020
Contributed by Lukas
Teachers have been getting taken advantage of when it comes to their investment options. Thankfully, the internet and technology have made it easier ...
278 |Retire Early...For You | Amy Blacklock
14 Dec 2020
Contributed by Lukas
Don't fall for the misconception that financial independence is just for 20 and 30-year-olds. It is for everyone at any age and it's not too late t...
277 | Gauging the Weight of your Portfolio
11 Dec 2020
Contributed by Lukas
Setting up your financial life includes updating your investor policy statement and examining the rationale for equal weighting inside your index f...
276 | How to Set up Your Financial Life | Investing and Banking
07 Dec 2020
Contributed by Lukas
Continuing the conversation discussing financial basics, today's episode covers how to get started investing, banking, and setting up your financial ...
275 | Board games and War Games
04 Dec 2020
Contributed by Lukas
It's no secret that Brad and Jonathan's families are board game fans. One way they can typically save 20-60% on the cost of board games is by watch...
274 | Tax Planning 2020 | Sean Mullaney
30 Nov 2020
Contributed by Lukas
It's end-of-year tax planning time. As you get further along in your financial independence journey, there are likely more end-of-year tax planning...
273 | What's an Emergency?
27 Nov 2020
Contributed by Lukas
We're going back to basics and taking a deep dive into the Roth IRA and the levers, tools, and investing strategies available to investors. Although ...
272 | Understanding Compound Interest & Investing for Beginners
23 Nov 2020
Contributed by Lukas
As the ChooseFI community continues to grow, it's necessary to discuss some fundamental basics that serve the audience who are just getting started...
271 | Future Proof
20 Nov 2020
Contributed by Lukas
In a world of uncertainty, how can we future-proof our skillset and also create an environment to help our kids thrive as adults? Growing up, Brad ne...
270 | Designing your Year for 2021 | Dominick Quartuccio
16 Nov 2020
Contributed by Lukas
One of ChooseFI's most popular guests is back! Dominick Quartuccio returns to talk about after the shock of 2020, how to bounce back and what it lo...
269 | Let's make Lemonade with a Twist
13 Nov 2020
Contributed by Lukas
ChooseFI Facebook Community Manager recently posted a meme that hit home with Brad. It said, "Plot twist: 2020 has actually been the best year of y...
268 | We Want Guac | Financial Independence for Gen Z
09 Nov 2020
Contributed by Lukas
Optimize your finances during your 20s, no matter what your income is, and build significant wealth. But what are your options when working an entr...
267 | Timing the Market
06 Nov 2020
Contributed by Lukas
Following US Election Day results, it's important to remember the alligators and kittens, a concept to approach overall mental wellbeing. The negativ...
266 | Breaking the Cycle of Poverty | Yanely Espinal
02 Nov 2020
Contributed by Lukas
Yanely grew up in a low-income household in Brooklyn and then attended Brown University. But by the time she graduated, she had accumulated a bunch o...
265 | Talent Stacker
30 Oct 2020
Contributed by Lukas
What's in your talent stack? Inspired by content discovered over the last four years while producing ChooseFI, Jonathan has spent the last couple of ...
264 | Recognizing Scarcity and Uncertainty | Leisa Peterson
26 Oct 2020
Contributed by Lukas
Your money story informs so much of your life even if you're not aware of it. For 30 years, Leisa Peterson has been researching and studying how trau...
263 | Pick Your Five: Accountability & Decision-Making
23 Oct 2020
Contributed by Lukas
Jonathan draws a parallel between the episode on Monday with professional poker player Annie Duke and hitting his weight loss goals. Finding himself ...
262 | How to Decide | Annie Duke
19 Oct 2020
Contributed by Lukas
Annie Duke is a world champion poker player and author of Thinking in Bets, a book which makes the case for embracing uncertainty in our decision-mak...
261 |"Nothing Gold Can Stay" | What is a HELOC?
16 Oct 2020
Contributed by Lukas
After 18 years of ownership, Brad says goodbye to his beloved Honda Civic, Golden Boy. When it comes to car ownership, ChooseFI often talks about onl...
260 | What's your Survival Number? | Jully-Alma Taveras
12 Oct 2020
Contributed by Lukas
Immigrating to the United States as a child, by early adulthood, Jully found herself caught up in our consumer culture and had acquired five figures ...
259 | Kristi & Big ERN
09 Oct 2020
Contributed by Lukas
In our eighth Households of FI touchpoint episodes, Kristi was successfully following the standard path with a six-figure job and keeping up with the...
258 | Back to Basics Part 2: The Income Side of the Equation
05 Oct 2020
Contributed by Lukas
Brad has been taking part in a mastermind group and teaching its members about financial independence. While they understood the "Why of FI", how to ...
257 | Back to Basics: Getting Started with FI
02 Oct 2020
Contributed by Lukas
In this ChooseFI Back to Basics episode, we review Health Savings Accounts (HSA). What happens when you need to finally pull money out after funding ...
256 | Double Your Income by Flipping the Second-Hand Market | Flea Market Flippers
28 Sep 2020
Contributed by Lukas
How can you recognize the value in the secondhand market, begin optimizing a strategy, and turn it into income? Today's guests, Rob and Melissa Steph...
255 | If People Can Do it Then I Can Do it Too | Leslie Tayne Connects with Vivian
25 Sep 2020
Contributed by Lukas
Picking back up with the Household of FI series, Vivian is a single mom who found FI in the last year, but initially, it seemed impossible. It wasn't...
254 Creating a lifestyle not a Job | Corbett Barr
21 Sep 2020
Contributed by Lukas
Building a business online has never been easier than right now, but Corbett Barr was forging his path in the early 2000s when it was hard. We're div...
253 | Back to Basics
18 Sep 2020
Contributed by Lukas
Going back to the basics of ChooseFI being a crowdsourced show, Brad and Jonathan address what's going on in the FI community with a wild card Friday...
252 | Life Rebuilt | Julia Harder
14 Sep 2020
Contributed by Lukas
Everyone's path to FI is going to look a little bit different and there is so much we can learn from each other. Hoping to inspire and share lessons ...
251 | Should I Pay off the Mortgage on the Path to FI? | Brad Connects with Martin and Ayesha
11 Sep 2020
Contributed by Lukas
Martin and Ayesha are both natural savers who have been great about living below their means but lacked a real plan. Their goals are to maximize inve...
250 | Money Lessons From My Grandparents | Anne Zonca
07 Sep 2020
Contributed by Lukas
Once you realize financial independence is possible for you, how do you ensure the money lessons you've learned are consistently passed down to futur...
249 | Carol connects with The Retirement Answer Man Roger Whitney
04 Sep 2020
Contributed by Lukas
Brad is back after taking August off of work as his Red X month. Though his original vacation plans were changed because of COVID, he made the best o...
248 | You Are More Than Your Financial Capital | Laura Oldanie
31 Aug 2020
Contributed by Lukas
What does it look like when you are invested in building wealth, environmentalism, and sustainability? How do you combine raising your net worth whil...
247 | Zach and Marilyn Talk Real Estate Investing | Paula Pant
28 Aug 2020
Contributed by Lukas
Continuing the financial independence case study series, Households of FI family, Zach and Marilyn are a married couple with young kids. Using Dave R...
246 | Overcoming and Battling Financial Abuse | Rachael Partleton
24 Aug 2020
Contributed by Lukas
What happens when someone is using your finances to prevent you from making decisions that are in your own best interest? What does financial abus...
245 | Matt & Megan get International Tax Tips | Dave McKeegan
21 Aug 2020
Contributed by Lukas
To watch the video highlights, click on ChooseFI.com/245 Matt and Megan are a dual military family on the path to FI. Matt is serving in the UK Royal...
244 | Mentorz : A Second Generation FI Success Story | Ava and Don Wettrick
17 Aug 2020
Contributed by Lukas
Who do young people look up to today? The lifestyles marketed on MTV and social media not exactly something to aspire to, but where can the next g...
243 | Corinne and Jillian Johnsrud | Households of FI
14 Aug 2020
Contributed by Lukas
Progress Coach, Jillian Johnsrud, meets with Households of FI member, Corinne, to review the two exercises designed to help her understand how she can...
242 | The Financial Gym | Shannon McLay
10 Aug 2020
Contributed by Lukas
For those on the path to financial independence, finance, fitness, and life optimization all intersect. During her career in the banking industry,...
241 | Troy & Lindsay Calculate Their FI Number with Brad | Households of FI
07 Aug 2020
Contributed by Lukas
The Troy and Lindsay are new on their journey, finding FI several months ago after making a budget and realizing they had no money left over at th...
240 | The Budgetnista
03 Aug 2020
Contributed by Lukas
For video highlights from the episode, check out choosefi.com/240. Tiffany Alice was raised by a financially savvy father who taught her how to sa...
239 | The Gatekeepers are Gone
31 Jul 2020
Contributed by Lukas
Don't believe that you need anyone's permission for access anymore. The gatekeepers are gone and the ability to access knowledge on-demand and cre...
238 | Half Price College with the Millionaire Educator
27 Jul 2020
Contributed by Lukas
Gerry Born, the Millionaire Educator, joins the show to talk about strategizing college via online classes, dual enrollment, and CLEP Testing. For m...
237 | Build Your Talent Stack
24 Jul 2020
Contributed by Lukas
Today we talk about asset allocation versus information allocation. What are you doing with all the information you are taking in? Are you making inte...
236 | The Intersection of Fitness and Financial Independence
22 Jul 2020
Contributed by Lukas
The guys talk about their journey toward financial independence and fitness and how closely the two correlated to one another. For more information, v...
235 | How I Built a 7-Figure Online Course | Jacques Hopkins
20 Jul 2020
Contributed by Lukas
Jacques Hopkins shares how he built an online course and some of the skills he had to learn along the way. If you have been sitting on an business ide...
234 | What's in Your Index?
17 Jul 2020
Contributed by Lukas
Brad's children learn a valuable lesson on running a business and some of the associated difficulties. As Tesla becomes a potential candidate for the ...
233 | You Need to Start Building Your Network | Jordan Harbinger
15 Jul 2020
Contributed by Lukas
Jordan Harbinger shares his tips and techiques for managing and expanding your network For more information, visit the show notes at https://ChooseFI....
232| Raising a Money-Savvy Family for Next-Generation Financial Independence | Doug Nordman and Carol Pittner
13 Jul 2020
Contributed by Lukas
Doug Nordman and Carol Pittner Join the show to talk about how to raise your children to think about the potential of money in a positive way For m...
231 | Are You Too Good for Casserole?
10 Jul 2020
Contributed by Lukas
Jonathan makes a bet, the secret to wealth lies in the Casserole, and the guys share their thoughts on college planning For more information, visit th...
230 | College Hacks from the ChooseFI Community
08 Jul 2020
Contributed by Lukas
Jonathan, Brad, and MK have collected tips, comments, hacks, and feedback from the community for crushing college debt free. For more information, vis...
229 | Managing Stress by Leveraging FI | The Fioneers
06 Jul 2020
Contributed by Lukas
Corey and Jess from The Fioneers join the show to tell share their story of getting on the same page financially. They talk about incremental freedom,...
228 | Overcoming the Debilitating Fear of Public Speaking
03 Jul 2020
Contributed by Lukas
The guys talk about their strategies for public speaking, and Brad shares how podcasting has played a key role in learning to play into his strengths ...
227 | The Golden Albatross | Grumpus Maximus
01 Jul 2020
Contributed by Lukas
Grumpus Maximus has partnered with ChooseFI Publishing to release his book The Golden Albatross. While pensions can seem like a dry topic, Grumpus has...
226 | Trip Of A Lifestyle To All US National Parks
29 Jun 2020
Contributed by Lukas
Lauren and Steven Keys from Trip of a Lifestyle join the show to share their story of frugalality to live a life doing the things they love. For more ...
225 | The Power of the Staycation
26 Jun 2020
Contributed by Lukas
Today we're talking about staycations, traveling the world ~$1,200/month, and community wins! For more information, visit the show notes at https://Ch...
224 | Introducing our Households of FI
24 Jun 2020
Contributed by Lukas
Today we are introducing the second 4 households in our on-going case study project where we follow 8 households on their journey towards FI. Each hou...
223 | Slow Traveling the World the FI Way | Nomad Numbers
22 Jun 2020
Contributed by Lukas
The Nomads join the show to talk about their system for perpetual travel, and all the nuances that go into a nomadic lifestlye. For more information, ...
222 | The Mid LIfe Crisis
19 Jun 2020
Contributed by Lukas
A lot of people think FI is about having as much money as possible, but that is a fundamentally flawed supposition. Jonathan and Brad saw plenty of "s...
221 | Introducing our Households of FI
17 Jun 2020
Contributed by Lukas
Today we are introducing the first 4 households in our on-going case study project where we follow 8 households on their journey towards FI. Each hous...
220 | Fix My 403b | Nancy Bachety
15 Jun 2020
Contributed by Lukas
Nancy Bachety worked as a school teacher for and was deeply dissatisfied with the 403b retirement fund that was being offered to teachers. On this epi...
219 | I was Laid Off, Now What?
12 Jun 2020
Contributed by Lukas
Today we talk about using skills to pivot when laid off using MK as a fantastic case study of this concept. Additionally we have some announcements an...
218 | COVID Budget Awakening | Brandi Sellers
10 Jun 2020
Contributed by Lukas
Brandi joins us and shares her story on another case study episode. After sharing her finances, Brandi sees the big difference that small changes can ...
217| How to Save Thousands in US Federal Taxes Using Geo-arbitrage | David McKeegan
08 Jun 2020
Contributed by Lukas
David from Greenback Expat Tax Services explores the basics of taxes for expats. Learn about the rules surrounding expats taxes and strategies to cons...
216 | How to make FI more inclusive | With Chris Browning of Popcorn Finance
05 Jun 2020
Contributed by Lukas
Chris Browning joins the ChooseFI podcast to have a vital conversation about systemic racism in America and what we in the FI community can be doing t...
215 | Your Self-Worth is Not Your Net Worth | Audrey Bellis
03 Jun 2020
Contributed by Lukas
Audrey Bellis, joins us for a Wednesday case study. Audrey shares with a us a story of empowerment and self-motivation. For more information, visit th...
214 | How to Rock a Blog Without The Painful Learning Curve | Ashley Barnett
01 Jun 2020
Contributed by Lukas
Today Ashley Barnett from the ChooseFI team joins the show to share her story and teach us how to make a blog that stands out!
213 | Is The Retirement Saver's Credit Worth It In 2020?
29 May 2020
Contributed by Lukas
Jonathan makes one the Barrett Top 50 for some "FI-ne Dining", the guys detail this little known tax credit, got some community Feedback, Brad was on ...
212 | Kicking off our FI Case Study Series | Kashia Palmer
27 May 2020
Contributed by Lukas
Today Jonathan and Brad are doing a case study with Kashia Palmer. Kashia shares her story about getting out debt and has the guys look through her bu...
211| How to Negotiate a Higher Salary without Burning Bridges | Financial Mechanic
25 May 2020
Contributed by Lukas
Jessica, The Financial Mechanic, shares how she created a ten-year path to financial independence through a career shift and salary negotiations. For ...
210 | Little Known Roth Hacks
22 May 2020
Contributed by Lukas
Today on our mailbag episode we have exciting news from MK, information on 401K's to Roth IRA's, news from Choosefi Publishing, an alternative summer ...
209 | What Happens When the Paycheck Stops? - Keys to a Successful Retirement with Fritz Gilbert (Part 2)
20 May 2020
Contributed by Lukas
Fritz from Retirement Manifesto is back to dig a bitter deeper into the minutiae of the numbers behind retirement, and the use of the bucket strategy.
208 | There Is No Failing With FI | Bianca DiValerio
18 May 2020
Contributed by Lukas
Bianca, a flight attendant, reached Financial Independence in her late 30's after many bumps in the road. She shares her story of financial resiliency...
Bonus With Everyday Courage
16 May 2020
Contributed by Lukas
Today we have a bonus episode featuring an episode from Everyday Courage with Jillian Johnsrud and JL Collins. Figuring out how to invest is a challen...
207 | 2020 Health Challenge
15 May 2020
Contributed by Lukas
Today is community mailbag, and we are taking a look into some corrections, criticism, and feedback from previous episodes . Next we have a Frugal Win...
206 | What Happens When the Paycheck Stops? - Keys to a Successful Retirement with Fritz Gilbert
13 May 2020
Contributed by Lukas
Fritz from Retirement Manifesto joins the show to talk about the mentality you should have when entering retirement.
205 | Tax Loss Harvesting with Sean Mullaney
11 May 2020
Contributed by Lukas
Today Sean Mullaney is back to talk about 5 money moves to make during a financial crisis, and digs deep on what it looks like to make back money on a...
204 | Join the Rebellion
08 May 2020
Contributed by Lukas
On today's episode we have the long awaited Barrett top 50 recipes(well, top ~30), the guys talk about ideas for Mother's day, the new Podcast for all...
203 | Real Estate Investing During a Recession or Financial Crisis with Coach Carson
06 May 2020
Contributed by Lukas
Coach Carson comes on the show to provide some insight on the current real estate investing market, and what to look for when starting out.
202 | Student Loan Planner with Travis Hornsby
04 May 2020
Contributed by Lukas
Travis Hornsby is back on the show to share a bit of knowledge on his specialty: Student Loans. Travis digs into some details that could potential sav...
201 | The Rule of 55
01 May 2020
Contributed by Lukas
It's mailbag time, and today we answer a question about the rule of 55 and how some are able to access their 401k penalty free at 55. We also have a s...
200 | Stock Fundamentals with Brian Feroldi
29 Apr 2020
Contributed by Lukas
On a recent episode we gained a better understanding bonds. Today Brian Feroldi who writes for the Motley Fool joins us to give us a deeper understand...
199 | Making Portfolio Adjustments with Big ERN
27 Apr 2020
Contributed by Lukas
Big Ern joins ChooseFI again this week to discuss making necessary adjustments to your portfolio when the economy takes a downturn.
198 | Living Your Story
24 Apr 2020
Contributed by Lukas
Today is community mailbag where the team answer questions and listens to feedback from you our listeners, but first they talk about Big ERN's optimis...
197 | Introducing: Casual Wednesdays
22 Apr 2020
Contributed by Lukas
After 40 days of quarantine, we are beginning to adjust to this new normal. We're talking groceries, working remotely more permanently, creative socia...
196 | Have We Seen the Bottom? An Economic Outlook with Big ERN
20 Apr 2020
Contributed by Lukas
Big Ern joins the show to talk about possible scenarios for the recession we find ourselves in, and markers to look out for on the horizon for the rec...
195 | The Rebel Entrepreneur - What Can You Build?
17 Apr 2020
Contributed by Lukas
Brad and Jonathan talk with Alan Donegan about possible ways for how you can pivot during this time. Additionally, listen until the end for the specia...
194 | The Role of Bonds in a Portfolio | With Frank
16 Apr 2020
Contributed by Lukas
Frank Vasquez joins the show to talk about portfolio diversification with bonds, and the important value that they can add. Other ChooseFI Media: Supp...