ChooseFI

126 | Estate Planning Wills vs Trusts | Mark Moss

06 May 2019

Contributed by Lukas

Last week, Brad and Jonathan talked to Chelsea Brennan about her Family Emergency Binder. In the same theme of planning for your family's future, toda...

125R | Grocery Store Wars

03 May 2019

Contributed by Lukas

Ways to optimize your grocery shopping, the family emergency binder, and sharing stories from the community. For more information, visit the show note...

125 | The Family Emergency Binder | Chelsea Brennan

29 Apr 2019

Contributed by Lukas

Chelsea Brennan from Smart Money Mamas and creator of the Family Emergency Binder is here to talk about her unconventional choices that led to a happ...

124R | Choose FI Your Blueprint to Financial Independence

26 Apr 2019

Contributed by Lukas

Brad and Jonathan discuss the release date of a ChooseFI book, finding the best auto insurance rates, and Lynn Frair's path to FI. The book, "ChooseFI...

124 | Dirtbag Millionaire | Chris Mamula

22 Apr 2019

Contributed by Lukas

Chris Mamula, the "Dirtbag Millionaire," describes the mistakes he made on the way to FIRE, the challenges he facing in his early retirement, and the ...

123R | Hail Mary FI

19 Apr 2019

Contributed by Lukas

Brad and Jonathan give us an update about the "Playing with FIRE" documentary, hail mary FI and how to build an escape route from the corporate hierar...

123 | Rich & Regular

15 Apr 2019

Contributed by Lukas

Kiersten and Julien from Rich and Regular talk about the specific challenges that the black community faces on their journey to FI. Recognizing the fa...

122R | Dividend Deep Dive

12 Apr 2019

Contributed by Lukas

Brad and Jonathan are joined by Brian Feroldi and Karsten from Early Retirement Now. With the goal of gaining a deeper understanding of dividend inves...

122 | Intro To Dividend Investing

08 Apr 2019

Contributed by Lukas

Dividend investing has been a hotly debated topic in the FI community. Brad and Jonathan dive into the details of dividend investing with Craig from R...

121R | How to Get Any Job

05 Apr 2019

Contributed by Lukas

Brad and Jonathan sleep habits, energy efficiency, and the best ways to land a job with Chris Hutchins from Grove. For details, visit the show notes a...

121 | Tread Lightly on the Path to FI

01 Apr 2019

Contributed by Lukas

Angela from Tread Lightly Retire Early has been an active member of the ChooseFI community for around two years. She has built a life that combines FI...

120R | Find the Range

29 Mar 2019

Contributed by Lukas

Jonathan and Brad discuss wielding the flexibility of money, how to move to the upper end of your salary range, and hunting with eagles in Mongolia. F...

120 | Your Money and Your Relationships | Jean Chatzky

25 Mar 2019

Contributed by Lukas

Jean Chatzky is a well-respected figure in the personal finance community. The financial editor of the NBC Today Show and author of several books is r...

119R | Position of Strength

22 Mar 2019

Contributed by Lukas

Jonathan and Brad discuss their favorite books from 2018, negotiating from a position of power, career hacking, and what they would do differently if ...

119 | Everything is Negotiable | Mr. Refined by Fire

18 Mar 2019

Contributed by Lukas

Mr. Refined from Refined by Fire has overcome a staggering amount of debt that accumulated from student loans and medical bills. After finding the FI...

118R | What is Socially Responsible Investing?

15 Mar 2019

Contributed by Lukas

Talent stacking, becoming a renaissance man, and financial infidelity: We recap Monday's show and highlight some listener comments. For more informati...

118 | From Financial Infidelity to His & Her Money

11 Mar 2019

Contributed by Lukas

118 | Talaat McNeely from His and Her Money talks about how his money mistakes led to financial infidelity. Most importantly, he shares how he was abl...

117R | Build a Portfolio

08 Mar 2019

Contributed by Lukas

Brad and Jonathan discuss "the Kleenex" of low-cost mutual funds, Bradley Rice's story about choosing to move towards part-time work, and make an anno...

117 | Making the Case for Part Time | Bradley Rice

04 Mar 2019

Contributed by Lukas

Bradley Rice has successfully reclaimed the hours in his day by transitioning to part-time work. He made this unconventional choice to take back his t...

116R | Escape

01 Mar 2019

Contributed by Lukas

Karen Hoxmeier joins the show to share how and why she built a coupon-sharing website, Brad and Jonathan talk about optimizing food, taxes and home in...

116 | Adoption, FFLC & the House of FI | Wendy Mays

25 Feb 2019

Contributed by Lukas

116 | Wendy Mays, from House of FI, tells the story of growing her family from 4 to 8 through adoption all while moving states and changing careers, a...

115R | How to Get Out of Debt

22 Feb 2019

Contributed by Lukas

115R | A how-to conversation about strategies for tackling consumer debt, a review of Monday's episode with Bonnie Traux, and a few updates about the ...

115 | Poverty, Divorce and FI by 43 | Bonnie Truax

18 Feb 2019

Contributed by Lukas

115 | Bonnie Truax, a blogger and early retiree, shares her story of growing up below the poverty line, scraping her way out of inherited debt, reachi...

114R | Fine Tuning the College Equation

15 Feb 2019

Contributed by Lukas

114R | Brian Eufinger returns to fill the gaps and address questions from the community about PSATs and National Merit Scholars, Brad and Jonathan dis...

114 | Demystify College Admission & Aid | Brian Eufinger | Edison Prep

11 Feb 2019

Contributed by Lukas

114 | Brian Eufinger, co-founder of Edison Prep, dives deep into the college admissions process and explains how a student should approach grades and ...

113R | Making your Retirement Plan Bullet Proof | Tanja Hester

08 Feb 2019

Contributed by Lukas

113R | Tanja Hester retired early 15 months ago and joins the show to share her experience of being work optional, Brad makes a decision about solar p...

113 | Swing for the Fences | Grant Sabatier

04 Feb 2019

Contributed by Lukas

113 | Grant Sabatier from Millennial Money and author of Financial Freedom, shares his story of unemployment and entrepreneurship, and his strategies...

112R | Planned Obsolescence

01 Feb 2019

Contributed by Lukas

112R | An evaluation of the long-term savings that result from driving old cars, a review of how Naseema McElroy has optimized her finances and revers...

112 | Zero Based Budgeting | How I paid off 1 million in Debt | with Naseema from Financially Intentional

28 Jan 2019

Contributed by Lukas

112 | Naseema McElroy, a registered and practicing nurse and blogger at Financially Intentional, explains how to accumulate $1 million in debt, and ho...

111R | Make the Impossible Possible

25 Jan 2019

Contributed by Lukas

111R | Jillian from Montana Money Adventures gives advice for laying out roadmap in your life, right after and Brad and Jonathan review Monday's episo...

111 | The Lost Decade | From Prison to FI | Wealth Well Done

21 Jan 2019

Contributed by Lukas

111 | Billy B., a writer, entrepreneur and blogger at Wealth Well Done, shares his story of finding freedom in prison, starting over in his 30s and pu...

110R | Change the Input

18 Jan 2019

Contributed by Lukas

110R | Voicemails from the ChooseFI community about saving on grocery bills, making life changes to optimize your circumstances, and a travel suggesti...

110 | A Millionaire Next Door Case Study | Rocky Lalvani

14 Jan 2019

Contributed by Lukas

110 | Rocky Lalvani, blogger at Richer Soul, shares his story of growing up as an immigrant's child, learning how to save money in his early years, an...

109R | "Bear" Perspective

11 Jan 2019

Contributed by Lukas

109R | Big ERN from Early Retirement Now joins the show to talk about the current market climate: How is it impacting investors, who could benefit, an...

109 | Exploring International Teaching Opportunities | Scott & Rob

07 Jan 2019

Contributed by Lukas

109 | Scott, a math teacher in Santiago, Chile, and Rob, a blogger at Getting Canned, share their experiences teaching abroad, including the financial...

108R | How to Calculate Your Savings Rate

04 Jan 2019

Contributed by Lukas

108R | Brad and Jonathan talk through the various methods of calculating a yearly savings rate and the numbers necessary to do so, and review Monday's...

108 | Setting up a Special Needs Trust

31 Dec 2018

Contributed by Lukas

108 | William McVey, ChooseFI's Chief Technology Officer, walks through investment options available to meet the financial demands of special needs ch...

107R | The One Thing 2018 | End of Year Episode

28 Dec 2018

Contributed by Lukas

107R | A year-end episode featuring voicemails and messages from the ChooseFI community sharing successes, progress, exciting discoveries, and hopes f...

107 | Entrepreneur Case Study | Craig Attkinson | GreenSide Up Landscaping

24 Dec 2018

Contributed by Lukas

107 | Craig Attkinson, owner and founder of Green Side Up, a landscaping company in Richmond, Va., explains how he started his business in his mid-20s...

106R | Agency

21 Dec 2018

Contributed by Lukas

106R | A series of suggestions and questions from the ChooseFI community, including HSA funds, capital gains distributions, and Traditional versus Rot...

106 | From Addiction to Financial Independence | Ms Fiology

17 Dec 2018

Contributed by Lukas

106 | Deanna, blogger at msfiology.com, shares her journey from drug and alcohol addiction to recovery, paying off six-figures of personal debt, and g...

105R | Solar Panel Cost Analysis

14 Dec 2018

Contributed by Lukas

105R | Brian Feroldi joins the show to talk about the costs and benefits of installing solar panels and answers questions about his investment strateg...

105 | You can Afford Anything but not Everything | Paula Pant

10 Dec 2018

Contributed by Lukas

105 | Paula Pant, creator of Afford Anything podcast and blog, dives into her love for travel, her rejection of the traditional 9-5, and how she built...

104R | Travel Rewards | End of Year Planning

07 Dec 2018

Contributed by Lukas

104R | An update from Marla Taner on 2018's best travel reward options, a hack for keeping your bills low, a review of Monday's episode with Doc G.  ...

104 | Ultimate Advice To my Younger Self | DiverseFI

03 Dec 2018

Contributed by Lukas

104 | Doc G, writer at DiverseFI.com, shares his experience and mindset as he considers stepping away from his career as a doctor, and highlights the ...

103R | The Apprentice

30 Nov 2018

Contributed by Lukas

103R | Captain DIY returns to recommend some accessible projects for the beginning DIYer, Jonathan highlights two recipe and meal organization apps, a...

103 | The Trades Path to FI – Captain DIY

26 Nov 2018

Contributed by Lukas

103 | Tinian Crawford, blogger at DIY2FI and licensed electrician, talks about his path to licensure, the advantages of trade jobs and his transition ...

102R | The Triple Tax Savings of Health Savings Account

23 Nov 2018

Contributed by Lukas

102R | Brad and Jonathan explain the long-term tax benefits of using a Health Savings Account to pay for medical expenses, discuss the benefits of new...

102 | From 90K of Debt to 6-figure Side Hustle | Timika

19 Nov 2018

Contributed by Lukas

102 | Blogger and podcaster Tamika Downes reveals how she went from $94K of debt to owning a six-figure income-earning side hustle while continuing he...

101R | Side Hustle Coaching Series Part 4

16 Nov 2018

Contributed by Lukas

101R | Brad and Jonathan talk about their experiences with W2 jobs and building side hustles, Jose shares his own side hustle tip, and Alan and Tallis...

101 | Finding your Side Hustle Idea | Nick Loper

12 Nov 2018

Contributed by Lukas

101 | Nick Loper, founder of Side Hustle Nation, talks about the benefits of developing a side hustle, and methods to actually develop a good side hus...

100R | Know the Rules

09 Nov 2018

Contributed by Lukas

100R | Brad and Jonathan explain how simply knowing the rules can save you thousands on taxes and college financing, Brad talks through the IRA Conver...

100 | Welcome to the FI community

05 Nov 2018

Contributed by Lukas

100 | Brad and Jonathan look back at the ChooseFI's growth during the past 100 episodes and hit the highlights of financial independence for new commu...

099R | Market Fluctuations | Stick to Your Plan

02 Nov 2018

Contributed by Lukas

099R | Brad and Jonathan review Monday's episode about generous giving and resource stewardship, then catch up on voicemails and updates from the comm...

099 | Generous Giving on the Path to FI | Michael Peterson

29 Oct 2018

Contributed by Lukas

099 | Michael Peterson, owner of a bacon-themed concession stand in California, talks about downsizing his family expenses, spending 8 months of the y...

098R | A Cautionary Tale in HyperDebt

26 Oct 2018

Contributed by Lukas

098R | An exciting conversation with Jared about his path to FI as a traveling physical therapist and his current 5-month trip abroad, as well as a vo...

098 | HyperDebt | The Debtist

22 Oct 2018

Contributed by Lukas

098 | Samantha Keith, author of The Debtist blog, explains what it means to have more than half a million dollars of student debt, and how she plans t...

097R | The Good Dad Project

19 Oct 2018

Contributed by Lukas

097R | A conversation with Larry Hagner from The Good Dad Project updating Brad on the recent financial changes he's made in pursuit of more financial...

097 | The White Coat Investor | Origin Story

15 Oct 2018

Contributed by Lukas

097 | Dr. James Dahle, founder of The White Coat Investor, talks about getting his start as a doctor and a blogger, setting up inheritance funds for h...

096R | The Money Matriarch of the World & the Godfather of FI | Suze Orman & JLCollinsNH

12 Oct 2018

Contributed by Lukas

096R | An in-depth conversation with JL Collins about a recent controversial interview given by Suze Orman, and clarification of what concepts are tru...

096 | Drift | Dominick Quartuccio

08 Oct 2018

Contributed by Lukas

096 | Dominick Quartuccio defines life 'drift', advises Brad & Jonathan on how to take inventory of their habits, and evaluates the role technology pl...

095R | Call to Action

05 Oct 2018

Contributed by Lukas

095R | Brad and Jonathan get an update about the "Playing with FIRE" documentary, they recap FinCon 2018, and review feedback from the community about...

095 | A Military Path to FI | Military Dollar

01 Oct 2018

Contributed by Lukas

095 | The author of the Military Dollar joins Brad and Jonathan to discuss the various ways that service members can optimize their finances and choos...

094R | Transitioning to Entrepreneurship | A Case Study in Estimated Taxes

28 Sep 2018

Contributed by Lukas

094R | The logistics of estimating and paying taxes as an entrepreneur, Brad's frugal win of the week, and emails from the ChooseFI community. Brad a...

094 | Solo 401K vs SEP with Waffles on Wednesday

24 Sep 2018

Contributed by Lukas

094 | Mr. and Mrs. Waffles on Wednesday (WoW) talk about winning on a TV game show, starting their own business, learning the tax code to maximize 401...

093R | Other Mountains to Climb | With Joe Saul-Sehy from Stacking Benjamins

21 Sep 2018

Contributed by Lukas

093R | Brad, Jonathan and Joe Saul-Sehy, from Stacking Benjamins, talk about what is rewarding to your soul, give feedback to a ChooseFI community mem...

093 | Look at the Problem Differently | The RideShare Guy

17 Sep 2018

Contributed by Lukas

093 | Harry Campbell, The Rideshare Guy, talks about what it takes to be a successful Lyft and Uber driver, the strategies he used to start his blog, ...

092R | It's not the Idea, it's the Process

14 Sep 2018

Contributed by Lukas

092R | Plans for ChooseFI to support education, the value of a life resume, travel rewards tips for active duty military, and hurricane preparation. ...

092 | Will Boland | CarLotz and Entrepreneur Case Study

10 Sep 2018

Contributed by Lukas

092 | CarLotz co-founder Will Boland talks about making the leap from investment banking to entrepreneurship, the challenges and benefits of leading a...

091R | Real Estate Inside an IRA

07 Sep 2018

Contributed by Lukas

091R | An overview of how to own a house with an IRA, Jonathan attempts to optimize his recipes and shopping list, a list of the top 5 ChooseFI episod...

091 | Rich Carey Real Estate | Building a Rental Real Estate Snowball Machine without Debt

03 Sep 2018

Contributed by Lukas

091 | Rich Carey, officer in the U.S. Air Force, talks about learning to live frugally, buying his first townhouse, and building his real estate empir...

090R | Longest Vacation Ever

31 Aug 2018

Contributed by Lukas

090R | Brad gets back from vacation, Jonathan talks about bringing vegetarianism into his diet, and voicemails from the community highlighting CLEP te...

090 | Vegan Path to FI

27 Aug 2018

Contributed by Lukas

090 | James and Steven pull back the curtain on veganism, talking about the health, lifestyle and financial benefits of veganism, alongside the practi...

089R | Let Me Check With My Accountant

24 Aug 2018

Contributed by Lukas

089R | An introduction to the Family Bank and what ChooseFI's accountant-on-call thinks about it, as well as how to navigate rental car insurance, and...

089 | Retail Path to FI with College Investor

20 Aug 2018

Contributed by Lukas

089 | Robert, from The College Investor, talks about his lucrative job as a Target store manager, building his blog into a highly profitable side hust...

088R | What Have You Built?

17 Aug 2018

Contributed by Lukas

088R | Cities that are the best for pursuing financial independence, how to hack your career, ideas for building a side hustle and how to assess the r...

088 | Career Hacking the Tech Industry | Millennial Boss

13 Aug 2018

Contributed by Lukas

088 | Millennial Boss and FIRE Drill podcaster, J talks about becoming a creator, career hacking, and salary negotiation, alongside of pursuing FI, si...

087R | Autonomy Mastery Purpose

10 Aug 2018

Contributed by Lukas

087R | How to teach children lessons that set them up for success, discussion about using duel-enrollment and university co-ops to optimize college, a...

087 | Education Through Innovation | Don Wettrick

06 Aug 2018

Contributed by Lukas

087 | Don Wettrick, CEO and co-founder of StartEdUp Innovation program, and a current high school teach, talks about the cultivating innovation and cr...

086R | Pretirement | Roger Whitney

03 Aug 2018

Contributed by Lukas

086R | A live-recorded conversation with Roger Whitney, the Retirement Answer Man, from Podcast Movement, questions for a potential accountant, and ta...

086 | A Live Case Study with Physician on FIRE and Allison Goddard

30 Jul 2018

Contributed by Lukas

086 | Allison Goddard, a dermatologist from Chattanooga, Tenn., chats with ChooseFI and Physician on FIRE to review her journey through medical school...

085R | Sidehustle Coaching Series Part 3 | Learn to Pitch and Lean into the Uncomfortable Pause

27 Jul 2018

Contributed by Lukas

085R | Catch up with Alan and Tallis as they zero in on the key elements of a successful pitch, and the importance of uncomfortable silence, as well a...

085 | From Passion to Profit | M.K. Williams

23 Jul 2018

Contributed by Lukas

085 | Science-fiction author M.K. Williams talks about her journey toward financial independence, the decisions she's made along the way, and self-pub...

084R | Mindset of FI

20 Jul 2018

Contributed by Lukas

084R | The essential steps to a FI mindset, travel rewards updates from Brad, voicemails from the community, and highlights from Monday's episode with...

084 | Montana Money Adventures

16 Jul 2018

Contributed by Lukas

084 | Jillian, from Montana Money Adventures, talks about simplifying her life while raising five children, valuing grit and resilience, taking risk, ...

083R | The Hobby Checkbox

13 Jul 2018

Contributed by Lukas

083R | A checklist to optimize your hobbies, a highlight on the San Diego local group, and messages from the ChooseFI community: All of this while we ...

083 | A Second Generation FI Case Study | Cody Berman

09 Jul 2018

Contributed by Lukas

083 | 22-year-old recent college graduate and second generation FI, Cody Berman, talks about embracing frugality, saving and investing in his youth, o...

082R | The Paradox of Choice

06 Jul 2018

Contributed by Lukas

082R | Discussion of Brad and Jonathan's purchasing habits, messages from the ChooseFI community, benefits and drawbacks of roboadviors, and a summary...

082 | A Wife's Perspective | Laura Barrett and Dani Mendonsa

02 Jul 2018

Contributed by Lukas

082 | Brad and Jonathan's wives, Laura and Dani (respectively), talk about their introduction to FI, combining finances, budgeting with children, and ...

081R | The Fear of Letting Go

29 Jun 2018

Contributed by Lukas

081R | Strategies for decluttering and living with less (reflecting on Cait Flander's interview with us on Monday), life hacks from the community, and...

081 | The Year of Less | Cait Flanders

25 Jun 2018

Contributed by Lukas

081 | Cait Flanders, author of "The Year of Less", talks about building $30k of consumer debt, challenging herself to go two years without shopping, a...

080R | A Case for Survivor Compost and 2nd Generation FI.output

22 Jun 2018

Contributed by Lukas

080R | Conversation about teaching your children to save and invest, healthcare options, and an argument in favor of home gardening and composting. B...

080 | FI is an Amazing Race | AlabaMalaysia

18 Jun 2018

Contributed by Lukas

080 | Khai Shing, a former contestant on The Amazing Race, and blogger at ALABA+MA+LAYSIA, talks about balancing her pursuit of FI while finding ways ...

079R | Personal Brand

15 Jun 2018

Contributed by Lukas

079R | Highlights of Monday's episode with Tim & Amy Rutherford, discussion about healthcare, additional podcast recommendations, and voicemails from ...

079 | Embracing Retirement | Amy and Tim Rutherford

11 Jun 2018

Contributed by Lukas

079 | Tim & Amy Rutherford talk about early retirement, living with lower expenses and a busier schedule of fun, free activities, and what life change...

078R | College Hacking Toolbox

08 Jun 2018

Contributed by Lukas

078R | Lots going on in this episode with a recap of Episode 78 with Travis Hornsby about Student Loan Debt Repayment Options. But also, Brad sold his...

078 | Student Loan Debt Repayment | Travis Hornsby

04 Jun 2018

Contributed by Lukas

078 | Travis Hornsby, founder of StudentLoanPlanner.com, talks early retirement, traveling Europe, and developing a passion for helping people crawl o...

77R | Side Hustle Coaching Series Part 2 | Alan & Tallis

01 Jun 2018

Contributed by Lukas

077R | An second part to the conversation between ChooseFi community member Tallis, who teaches dance classes in retirement facilities, and Pop-Up Bus...

077 | Advanced Travel Rewards From 3rd Generation FI | Marla Taner

28 May 2018

Contributed by Lukas

077 | Experienced travel hacker and world traveler Marla Taner shares story of reaching financial independence, and her best tips for getting to Hawai...

076R | Race or Journey?

25 May 2018

Contributed by Lukas

076R | Brad and Jonathan brainstorm ways to implement local adventure into their own lives and the lives of the ChooseFI community. Also, achat about ...