ChooseFI
Episodes
180 | The Art of the Pivot
27 Mar 2020
Contributed by Lukas
Looking at this through the lens of opportunity we explore how businesses are pivoting in difficult times. https://www.choosefi.com/start
179| Accidental Homeschooler
26 Mar 2020
Contributed by Lukas
Continuing on this daily podcast journey we talk about what happens when you life decides it is time to home school for a bit https://www.choosefi.co...
178 |Important Tax Update
25 Mar 2020
Contributed by Lukas
Continuing the daily episode series, Jonathan and Brad talk about some tax info from Sean Mulaney. https://www.choosefi.com/start
177 | This is Not a Drill
24 Mar 2020
Contributed by Lukas
In light of current events, We are temporarily switching to a daily show to support the community. Access Community, Resources and More https://www.ch...
176 | Flexible Spending Rules For Early Retirees
23 Mar 2020
Contributed by Lukas
Michael Kitces joins the show to share his research on flexible spending rules as they apply to Financial Independence. His call for flexibility could...
175 | Social Distancing with Style
20 Mar 2020
Contributed by Lukas
Be Creative With Your Social Distancing Resources for Accidental Home Schoolers Opportunity for People with Student loans Crossfit at home: https://...
174 | Looking Out For Our Community
19 Mar 2020
Contributed by Lukas
In light of current events, We are temporarily switching to a daily show to support the community. Is your Emergency Fund in place https://www.choo...
173 | Emergency Fund
18 Mar 2020
Contributed by Lukas
In light of current events, We are temporarily switching to a daily show to support the community. Is your Emergency Fund in place? https://www.choose...
172 | Bear Market
17 Mar 2020
Contributed by Lukas
Bear Market vs Recession and why you can't panic sell To get started on your path to Financial Independence go to https://www.choosefi.com/start
171 | Financial Resilience
16 Mar 2020
Contributed by Lukas
In light of current events, We are temporarily switching to a daily show to support the community
170R | A Capital Gains Case Study for 2020
13 Mar 2020
Contributed by Lukas
Learn more about the implications of capital gains and the mechanics of tax optimization for these gains. We use two case studies to help you realize ...
170 | The Simple Startup
09 Mar 2020
Contributed by Lukas
Rob Phelan, author of The Simple Startup joins the show to share more about this new resource that can help anyone learn how to build a business. Plus...
169R | Prepared, Not Scared
06 Mar 2020
Contributed by Lukas
With a week of market scares, this episode revisits the importance of being prepared, not scared. Plus, you'll hear about some exciting announcements ...
169 | A Purple Life | Early Retiree Case Study
02 Mar 2020
Contributed by Lukas
The anonymous blogger behind, A Purple Life, joins Brad and Jonathan to share her journey to financial independence. With the helpfulness of anonymity...
168R | Prioritize Your Priorities
28 Feb 2020
Contributed by Lukas
With the principles outlined in Make Time, you have the potential to dramatically improve your life in a short period of time. Plus, hear an inspirin...
168 | Make Time
24 Feb 2020
Contributed by Lukas
John Zeratsky, author of Make Time, joins Brad and Jonathan to share actionable tips to build a framework that cuts through your perpetual state of b...
167R | Should I Refinance My Mortgage?
21 Feb 2020
Contributed by Lukas
Dropping mortgage rates prompt a conversation that explores the pros and cons of refinancing your mortgage at a lower rate. Plus, Steve Chen from NewR...
167 | Learn Hustle Grow
17 Feb 2020
Contributed by Lukas
Rob and Reshawn from Learn Hustle Grow discuss combining their finances and building a real estate portfolio. They talk about money mindsets, building...
166R | It's a Small World After All
14 Feb 2020
Contributed by Lukas
Find out more about the upcoming ChooseFI documentary series, Andrew and Zach's experiments in financial independence, and community corrections. For ...
166 | Modern FImily With Court
10 Feb 2020
Contributed by Lukas
Court joins the show to share how she and her wife tackled six figures of student loan debt and achieved financial independence in their early 30s wit...
165R | Do You Realize What You're Doing
07 Feb 2020
Contributed by Lukas
Answers to several reader questions about investing efficiently for your financial freedom. Learn more about low-cost broad-based index funds or if yo...
165 | Do You Need a Budget? | YNAB
03 Feb 2020
Contributed by Lukas
The founder of YNAB, Jesse Meacham, shares his story about: Finding your "non-negotiable" Introducing your spouse to FIRE Do you really need a budget...
164R | What are the 5 Love Languages
31 Jan 2020
Contributed by Lukas
Learn about the five love languages and how they can help you communicate with your partner better. For more information, visit the show notes at http...
164 |Our Rich Journey | Amon & Christina Browning
27 Jan 2020
Contributed by Lukas
Amon and Christina join the show today to share their journey to Financial Independence as two federal employees with young children. The couple was a...
163R | Roth IRA Conversion Ladder Case Study
24 Jan 2020
Contributed by Lukas
An updated case study of the Roth IRA conversion ladder and a challenge for the community are some of the topics that Brad and Jonathan tackle today. ...
163 | Finding FI | Liz and Braden
20 Jan 2020
Contributed by Lukas
Liz grew up with a single mom that struggled financially after getting divorced. Due to that, she had to learn how to budget at a very young age. She ...
162R | There's Water In The Cup
17 Jan 2020
Contributed by Lukas
Half full? Half Empty? Ehh... There's some water in the cup. Medical bills are never fun, but at least you met your deductible... at the very end of t...
162 | The 4 Tendencies and FI
13 Jan 2020
Contributed by Lukas
Although finding the path to FI can be exciting, it can be frustrating to have difficulty communicating this vision to your family and friends. Gretch...
161R | Reignite
10 Jan 2020
Contributed by Lukas
Welcome to the first Roundup of 2020! Brad and Jonathan share exciting announcements like: • Launch of Everyday Courage by Jillian Johnsrud • FI10...
161 | Money Letters 2 My Daughter | Jackie Cummings Koski
06 Jan 2020
Contributed by Lukas
Jackie Cummings Koski shares her story of a single mom that made FIRE a reality. She proves that there is no one way to achieve FI. The goal can be ac...
160R | Everyday Courage
03 Jan 2020
Contributed by Lukas
The ChooseFI family is launching a new podcast today. Everyday Courage is officially live! Please take a moment to subscribe to Jillian Johnsrud's new...
160 | End of Year Wins 2019
30 Dec 2019
Contributed by Lukas
As we ring in the new year, it is time to celebrate our community's wins. This episode is dedicated entirely to the wins that have happened throughout...
159R | From Solopreneur to Entrepreneur
27 Dec 2019
Contributed by Lukas
It's the last Friday roundup of the decade! Learn how to level up your skills with: Everyday Courage New Year's Resolutions Building A Business with ...
159 | The Business Coach Approach to Double Your Revenue | Jaime Masters
23 Dec 2019
Contributed by Lukas
Jaime Masters has been a part of the personal finance space since 2011. It all started with a desire to share her story. Listen as she talks about tim...
158R |Your Real Hourly Wage and Savings Rate Calculation
20 Dec 2019
Contributed by Lukas
Learn how to calculate your real hourly wage and savings rate. We discuss Kim's story shared on Monday's episode, meal planning, and more. For more in...
158 | Real Hourly Wage | The Frugal Engineers
16 Dec 2019
Contributed by Lukas
Kim from The Frugal Engineers shares her journey and the importance of determining your real hourly wage. Kim's story goes from Boarding School to Col...
157R | The Compound Interest Of Self Improvement
13 Dec 2019
Contributed by Lukas
After learning more about habits with James Clear this week, Brad and Jonathan discuss the compounding interest of self improvement and turning intent...
157 | Atomic Habits | James Clear
09 Dec 2019
Contributed by Lukas
James Clear, author of Atomic Habits , shares his story. The conversation dives into the difference between systems and goals. How To See Through The...
156R | Coming Back From A Gap Year
06 Dec 2019
Contributed by Lukas
A gap year might seem unthinkable for some but Noah and Becky share exactly how they navigated their gap year. Plus, Brad and Jonathan discuss emergen...
156 | Retire Before Mom And Dad | Rob Berger
02 Dec 2019
Contributed by Lukas
Rob Berger, founder of Dough Roller and Retire Before Mom and Dad, talks about the simple math of early retirement and more essential FI lessons that ...
155R | Year End Tax Planning
29 Nov 2019
Contributed by Lukas
Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your dedu...
155 | Boundaries As A Single Parent On The Path To FI | Leslie Tayne
25 Nov 2019
Contributed by Lukas
Leslie Tayne opens up about her journey as a single parent, financial problems in her first marriage, and how to move forward from debt. For more info...
154R | Inception
22 Nov 2019
Contributed by Lukas
Tim and Amy from Go With Less join Brad and Jonathan to discuss their unique travel strategy. Plus, tips on how to design your dream life. Some of the...
154 | Hacking The FAFSA | Brian Eufinger and Seonwoo Lee
18 Nov 2019
Contributed by Lukas
Graduating from college debt-free can accelerate the path to FI dramatically. Brian Eufinger and Seonwoo Lee share their best tips on hacking the FAFS...
153R | Navigating Health Insurance
15 Nov 2019
Contributed by Lukas
On today's Friday Roundup, Jonathan's shares his experience with health coverage after his wife welcomed a new baby into their family. We also discuss...
153 | RIP Medical Debt | An Inside Look At Debt Collection And Forgiveness
11 Nov 2019
Contributed by Lukas
Medical debt has the power to seriously hurt your financial future. Many Americans are faced with unavoidable medical debt that has crippled their fin...
152R | Can I Retire Yet | A Case Study With Early Retirement Now
08 Nov 2019
Contributed by Lukas
Big ERN comes on the show today to break down the numbers of Becky's retirement plan. He works through their real numbers to determine how solid their...
152 | Is it too late? | Becky Heptig
04 Nov 2019
Contributed by Lukas
Becky Heptig shares her personal story to show that FI is an attainable goal at any age. It is an encouraging story because it shows no matter what ag...
151R | Fit Waist Fat Wallet
01 Nov 2019
Contributed by Lukas
Using David Hauser's framework from last week of decision making through split testing, Brad and Jonathan look at their sleep, fitness, and diet. For ...
151 | Unstoppable | Creating A Framework For Decision Making With David Hauser
28 Oct 2019
Contributed by Lukas
As a successful start-up founder, David Hauser felt mercilessly driven to create success through extreme measures. Today, he opens up to Brad and Jona...
150R | Goals vs Systems
25 Oct 2019
Contributed by Lukas
Building your blueprint to FI starts with the basics. A simple thing like tracking your spending can set you on a path that will change your life fore...
150 | Accountability | Diania Merriam
21 Oct 2019
Contributed by Lukas
Diania Merriam discusses accountability, shifting perspectives, and community. She has a great perspective on building community and life with balance...
149R | Whole Life Insurance
18 Oct 2019
Contributed by Lukas
How to break Old Navy and cockamamie life insurance schemes are just two of the topics Brad and Jonathan cover in today's episode. For more informatio...
149 | On Trajectory With Tyson Koska
14 Oct 2019
Contributed by Lukas
Tyson Koska shares his On Trajectory tool and what led him to his own path of Financial Independence. Brad and Jonathan discuss how Tyson got started ...
148R | FI101 | Expense Ratios and House Hacking
11 Oct 2019
Contributed by Lukas
Craig Curelop, author of The House Hacking Strategy: How to Use Your Home to Achieve Financial Freedom, shares his house hacking strategies. We also d...
148 | Struggle | The Psychology of Poverty with Andréa Motenko
07 Oct 2019
Contributed by Lukas
Andréa has committed her life to social studies and taking FI information to people experiencing poverty. She grew up in a similar situation. At age ...
147R Contributions, Corrections and Criticisms
04 Oct 2019
Contributed by Lukas
Compounding vs total return, envelopes vs simplifying your finances, and the potential value you could get from working with a "assets under managemen...
147 | Negotiate Your Salary With Tori Dunlap
30 Sep 2019
Contributed by Lukas
Tori Dunlap about starting a business as a kid and tips for negotiating your salary. She is on a mission to help women earn their first $100k. For mor...
146R | Fork in the Road
27 Sep 2019
Contributed by Lukas
This week's Friday Roundup includes a discussion with Chuck Jaffe about why he can't be part of the FIRE movement because he has no plans to retire. A...
Bonus Episode - Guided Meditation for Stock Market Volatility With JL Collins
25 Sep 2019
Contributed by Lukas
A Guided Meditation for When the Stock Market Is Dropping The market is plunging. You're starting to panic. You want to hit the "sell" button! DON'T!...
146 | Embrace The Suck With Shannyn Allan
23 Sep 2019
Contributed by Lukas
Shannyn Allan joins us to discuss "embracing the suck"--when life just doesn't go as planned. Listen to Shannyn's stories about graduate school, calli...
145R | Stuck
20 Sep 2019
Contributed by Lukas
A discussion of what to do with a windfall, a review of turnkey real estate investing, and a meditation for stock market investors when the market is ...
145 | Turnkey Real Estate Investing and How to Build a Team With Paula Pant
16 Sep 2019
Contributed by Lukas
Paula Pant of Afford Anything returns to dive deeper into real estate investing. In this second conversation, Paula covers turnkey, deal syndication, ...
144R | Guard Rails and Dumpster Fires
13 Sep 2019
Contributed by Lukas
A recap from Jonathan and Brad's visit to FinCon, FI Military, YNAB, and "what if my finances are like a dumpster fire?". For more information, visit ...
144 | Junior Achievement: 100 Years Of Financial Education With Crystal Law And Laura Goodman
09 Sep 2019
Contributed by Lukas
Crystal Law, Director of Financial Literacy Experiences, and Laura Goodman, VP of Volunteer Engagement join us to discuss Junior Achievement. For mor...
143R | Is This the Top?
06 Sep 2019
Contributed by Lukas
As most have probably seen, the news is calling for a recession soon. Specifically, Peter Schiff, a prominent economist, is warning of an impending fi...
143 | Beyond Financial Independence With Edmund Tee
02 Sep 2019
Contributed by Lukas
Edmund Tee talks about reaching FI and the goals of teaching more people worldwide about Financial Independence. For more information, visit the show ...
142R | Envelope Overwhelm
30 Aug 2019
Contributed by Lukas
How to simplify personal finance and discussing Paula Pant's take on real estate from Monday's show. Personal Finances Made Simple Jonathan's Budget ...
142 | Real Estate Investing Strategies with Paula Pant
26 Aug 2019
Contributed by Lukas
Paula Pant discusses real estate as a path to FI as Brad shares his biggest financial mistake of his life - a speculative property in North Carolina. ...
141R | Translating FI for the UK
23 Aug 2019
Contributed by Lukas
David Sawyer comes back on to discuss the UK path to FI, and Jonathan makes a big personal announcement. For more information, visit the show notes at...
141 | Reset: An Unconventional Guide for Getting Unstuck with David Sawyer
19 Aug 2019
Contributed by Lukas
David Sawyer released his book, Reset. The book is aimed at helping people who feel stuck in their careers as well as an optimization strategy for F...
140R | The Real Cost Of A Financial Advisor
16 Aug 2019
Contributed by Lukas
Diving into the costs of a financial advisor and Nick from Mapped Out Money returns to discuss college hacking. For more information, visit the show n...
140 | FI Lifestyle Before FI Number With Nick True
12 Aug 2019
Contributed by Lukas
Nick True from Mapped Out Money talks about designing an FI lifestyle before reaching an FI number. Currently, Nick and his wife live in an Airstream...
139R | Time is on Your Side
09 Aug 2019
Contributed by Lukas
Last week, Jonathan ended up at the DMV on a Friday afternoon with a crazy wait time. What should have been a quick trip turned into an ordeal worth a...
139 | Reaching FI With Real Estate | Sunny Burns
05 Aug 2019
Contributed by Lukas
Sunny and his wife are 88.92% of their way to FI at only age 28 while living just 15 minutes outside of New York City. How did they do it? They share ...
138R | My Daughter's Mindset
02 Aug 2019
Contributed by Lukas
Brad and Jonathan talk about Brad's daughter's mindset, plus a review of Monday's episode with Anthony. For more information, visit the show notes at ...
138 | How To Get Paid To Go To College | Anthony Gary
29 Jul 2019
Contributed by Lukas
Anthony talks about the strategy he used to go to college for profit in his senior year. The strategies he outlines could be used as early as freshman...
137R | An Evening of Financial Independence
26 Jul 2019
Contributed by Lukas
Brad and Jonathan discuss the Richmond Screening Of Playing With FIRE, FI 101, and how to be a storyteller. For more information, visit the show notes...
137 | Rebuilding a Life You Love with Christine
22 Jul 2019
Contributed by Lukas
Christine and her husband, Jack, rebuilt a life that they love after an 85% reduction in pay 6 weeks into their marriage. For more information, visit ...
136R | Silver Spoon or Skills
19 Jul 2019
Contributed by Lukas
Jonathan and Brad discuss a case study on funding a child's Roth IRA and listen to feedback from the community. For more information, visit the show n...
136 | How To Fund Your Child's Roth IRA with the FI Tax Guy
15 Jul 2019
Contributed by Lukas
A dive into taxes with Sean Mullaney, the FI Tax Guy, who talks about FI tax-efficient strategies and career paths in accounting. For more information...
135R | The Plot Thickens
12 Jul 2019
Contributed by Lukas
Another look at whether you should pay off your mortgage or invest, plus: Spam Caller Life Hack Life Hack for Small Business Owners Achieving FI on a...
135 | How to Leverage A Modest Income to FI with Joel from How to Money
08 Jul 2019
Contributed by Lukas
Joel from How to Money talks about how he has pursued FI on a relatively low income, how he is reaching FI with five rental properties, and working on...
134R | Quit Like a Millionaire | Kristy Shen and Bryce Leung
05 Jul 2019
Contributed by Lukas
Kristy Shen and Bryce Leung talk about their new book, Quit Like a Millionaire. Plus, Brad and Jonathan give updates on solar panels and YNAB. For mor...
134 | Early Retirement Case Study With Route To Retire
01 Jul 2019
Contributed by Lukas
Jim from Route To Retire talks about about life after retirement and geo-arbitrage. His path to FI didn't start with a community, it began when he was...
133R | Should I Pay off My Mortgage Early Or Invest
28 Jun 2019
Contributed by Lukas
Possibly the most burning questions of FI: Should you Invest or Pay off your Mortgage early? We go through the numbers in today's show. For more infor...
133 | How To Get Started Making Money With Airbnb | Zeona McIntyre
24 Jun 2019
Contributed by Lukas
Zeona McIntyre built a successful AirBNB business and shares her best strategies, including Buying Properties Scaling the Business and Best Practices...
132R Insurance | A Framework
21 Jun 2019
Contributed by Lukas
Find out what kinds of insurance you actually need and where to find them. Jennifer Fitzgerlad, the CEO of Policy Genius walks us through everything y...
132 | Downsizing Your Life And Financial Coaching With Lisa Duke
17 Jun 2019
Contributed by Lukas
Lisa Duke talks about her mindset shift and turning liabilities to assets. On today's show: Second Home--Asset Or Liability? Action Steps To Renting ...
131R | Building a Brick in Your Wall
14 Jun 2019
Contributed by Lukas
A recap of our conversation with Mr. Money Mustache and Mr. 1500. Plus, Jonathan and Brad answer listener questions about compounding and drawdowns du...
131 | Mr. Money Mustache & Mr. 1500 | Past, Present, Future
10 Jun 2019
Contributed by Lukas
Mr. Money Mustache and Mr. 1500 discuss community building and second generation FI. For more information, visit the show notes at https://ChooseFI.co...
130R | Simplifying The Ultimate Buy And Hold Strategy With M1 Finance
07 Jun 2019
Contributed by Lukas
Brad and Jonathan just returned from the world premiere of Playing with FIRE in San Diego. They discuss future showings (visit choosefi.com/tugg) and ...
130 | Paul Merriman | The Ultimate Buy and Hold Portfolio
03 Jun 2019
Contributed by Lukas
Today we talk to Paul Merriman. The goal is to contrast the "Simple Path to Wealth Approach" with the "Ultimate Buy and Hold Portfolio." Paul is a pro...
129R | Focused Work Ethic
31 May 2019
Contributed by Lukas
Earlier this week, Liz from Chief Mom Officer explained how she leveraged her work ethic and will to succeed into a successful six-figure career. Toda...
129 | Breaking the Glass Ceiling | Liz, Chief Mom Officer
27 May 2019
Contributed by Lukas
Liz from Chief Mom Officer.org talks about working moms building careers from the ground up. In this episode we learn: ⁃ How To Grow Your Salary ⁃...
128R | Zone of Awareness
24 May 2019
Contributed by Lukas
Multi-level marketing, side hustles, energy audits, and expanding your "Zone of Awareness" -- all in today's Friday Roundup! For more information, vi...
128 | Building Your Suit of Armor on the Path to FI | Alan Donegan
20 May 2019
Contributed by Lukas
Alan Donegan joins us to discuss leveraging the power of FI to pursue your dreams with the ability to be free to fail. For more information, visit the...
127R | Cut through the Noise Diet and Debt Consolidation
17 May 2019
Contributed by Lukas
Gina Pogel joins us to discuss different types of debt and how to tackle them. We also dive into tactics to optimize both your health and your debt. T...
127 | Scott Scherr | Health Optimization
13 May 2019
Contributed by Lukas
Brad and Jonathan discuss health optimization strategies with Dr. Scott Sherr. This episode is packed full of useful information, however, do not make...
126R | What is an Annuity
10 May 2019
Contributed by Lukas
Brad and Jonathan tackle a listener question about annuities and discuss some updates to the travel rewards landscape. For more information, visit the...