ChooseFI

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...

193 | The Market Always Goes Up

15 Apr 2020

Contributed by Lukas

We all know the market always goes up, but it is still nice to get that reminder. Brad and Jonathan talk about the market's history and how time in th...

192 | Freelancers and the Paycheck Protection Program with Travis Hornsby

14 Apr 2020

Contributed by Lukas

Travis Hornsby from the Student Loan Planner joins the show to talk about the Paycheck Protection Program for small business and independent contracto...

191 | K-12 Financial Literacy Curriculum

13 Apr 2020

Contributed by Lukas

Financial Educators Rob Phelan, Danielle Mendonsa, and Mandy Bert have created a financial literacy program for anyone and everyone. Today they join t...

190 | The Sandwich Generation with Jean Chatzky

10 Apr 2020

Contributed by Lukas

When it comes to talking about money and the future with both your parents and kids, tactfulness is everything. Jean Chatzky joins the show to help us...

189 | Jonathan's Investor Policy Statement

09 Apr 2020

Contributed by Lukas

Jonathan outlines his investor policy statement, and his process for how he thought it out.

188 | Stay the Course | Rick Ferri Part 2

08 Apr 2020

Contributed by Lukas

Rick Ferri joins Brad and Jonathan back on the show to teach us how to make a cake. During this process you may just learn a thing about asset allocat...

187 | Distance Education

07 Apr 2020

Contributed by Lukas

Mandy shares how teachers are pivoting in this difficult time, and gives her advice for teachers and parents who are thrust into this new era of learn...

186 | Multiple Generations Under One Roof With Financial Tortoise

06 Apr 2020

Contributed by Lukas

Tae, from the Financial Tortoise, shares his money story from the perspective of the sandwich generation. For more information, visit the show notes a...

185 | Adapting to the New Normal with Dominick Quartuccio

03 Apr 2020

Contributed by Lukas

What is Normal? Normal is the baseline our minds establish for as a reference point for everything that comes into our lives. This baseline is not imm...

184 | Stimulus Package Breakdown: The Cares Act

02 Apr 2020

Contributed by Lukas

Sean Mulaney weighs in on the 2020 Stimulus Package via voicemail, and gives some pro tips for your filing process. Jonathan and Brad share some of th...

183 | Is The FIRE Movement Over?

01 Apr 2020

Contributed by Lukas

Jonathan and Brad Discuss the implications of the pandemic on the Financial Independence Movement. Jonathan and MK discuss Skill Stacking & Brad share...

182 | Escape from Wall Street | Rick Ferri Part 1

31 Mar 2020

Contributed by Lukas

What does investing in Index funds look like in 2020? Rick Ferri from the Boglehead Podcast comes on the show to talk about his story, and how he left...

181 | The Creative Penn | Joanna Penn

30 Mar 2020

Contributed by Lukas

Joanna Penn shares her story of building multiple income streams and becoming a writer. She outlines how anyone with the passion to be creative can do...