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ChooseFI

By: ChooseFI
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  • Summary

  • How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with actionable tips and no topic is too big or small as long as it speeds up the process of reaching financial independence.
    © 2019-2023 Choose FI. All Rights Reserved. Disclaimer: The information contained in this podcast is for general information purposes only. In no event will we be liable for any loss or damage derived from the information provided.
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Episodes
  • Freedom Before FIRE | Trip of a Lifestyle

    Freedom Before FIRE | Trip of a Lifestyle
    Apr 29 2024
    In this episode: connecting points, the power of FU money, the early retirement era, and enjoying the journey. This week we are joined by returning guests, Steven and Lauren Keys from Trip of a Lifestyle, to update us on their FI journey and “early retirement era,” as well as discuss the importance of finding the courage and freedom to make radical lifestyle changes in the present. We all know that money can open up new opportunities in your life, whether it’s having the flexibility to leave your job for a better one or even relocating to a dream country, but most of us forget that these opportunities can be achieved sooner than you think! The journey to FI is about taking actionable steps to build and achieve the life you want, and you don’t have to wait until you’re fully retired to do it! While you’re starting to save and spend less, remember that you’re getting closer and closer to your goal, but even still that it’s not a poor decision to spend money on things that are important to you and can improve your life! New ChooseFI shirts are now available here! Trip of a Lifestyle: Website: tripofalifestyle.comInstagram: @tripofalifestyleCrambetter: crambetter.com Timestamps: 0:46 – Introduction3:12 – Connecting Points6:39 – Taking Money Out of the Equation13:14 – The Power of FU Money23:39 – Getting to The Early Retirement Era33:27 – Investing44:59 – Paying Yourself Last?48:39 – Enjoying the Journey/Setting Yourself up for Success58:13 – Conclusion Resources Mentioned In Today’s Episode: Trip of a Lifestyle to All US National Parks | ChooseFI Ep 226 We Took a 3-Month Vacation and Came Home $26,000 Richer How We Saved $100k in 2 Years on Teacher Salaries We Vacationed Our Way to $1 Million by Age 33 (and You Can Too)Inside the Investment Portfolio of Early RetireesPay Yourself Last: Why You Don’t Need A BudgetSubscribe to The FI Weekly! More Helpful Links and FI Resources: Top 10 Recommended Travel Rewards Credit CardsEmpower: Free Dashboard to Track Your FinancesCIT Bank Platinum Savings AccountM1 Finance: Commission-Free Investing, 1-click rebalancingCashFreely: Maximize Your Cash Back RewardsTravel Freely: Track all your rewards cards and pointsEmergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)Student Loan Planner: Custom Consult (with $100 Discount)Get a cheaper phone plan with Mint Mobile
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    59 mins
  • 488 | The Courage to Take Action | EconoMe LIVE with Doc G

    488 | The Courage to Take Action | EconoMe LIVE with Doc G
    Apr 22 2024
    In this episode: courage from community, what to do next, overwhelm, finding community, and the evolution of FI. Live from the EconoMe Conference in Cincinati Ohio, Brad is joined by Jordan "Doc G" Grumet and a room full of passionate members of our community to discuss finding the courage to take action in your FI journey. While we understand money can be a north-star for many early in your venture towards FI, what happens once money is no longer the root of your goals? Where do you shift your focus to next? Well, sometimes finding answers to these questions is a little easier when you have help from some of your friends. Listen along as Jordan, Brad and our community speculate on their ideas for what their next steps are. Doc G: Website: earnandinvest.comPodcast: The Earn and Invest Podcast Timestamps: 0:41 - Introduction1:41 - Courage From Community7:40 - Roger and What To Do Next?20:31 - Allison and Finding Community30:15 - What/Where is the Overwhelm34:49 - The Evolution of FI/Being The Change You Want To See41:11 - Reconciling With Social Responsibilities44:34 - Charitable Giving47:21 - Interacting Outside of The Community51:55 - Conclusion Resources Mentioned In Today’s Episode: Retire OftenFI Freedom RetreatMr Money MustacheCampFIFinCon "Die With Zero: Getting All You Can from Your Money and Your Life" by Bill PerkinsJosh OvermeyerEconoMeAlan DoneganFind Your Local ChooseFI Group Effective Giving for the FI Community | Rebecca Herbst & Jack Lewars | ChooseFI Ep 483Subscribe to The FI Weekly! More Helpful Links and FI Resources: Top 10 Recommended Travel Rewards Credit CardsEmpower: Free Dashboard to Track Your FinancesCIT Bank Platinum Savings AccountM1 Finance: Commission-Free Investing, 1-click rebalancingCashFreely: Maximize Your Cash Back RewardsTravel Freely: Track all your rewards cards and pointsEmergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)Student Loan Planner: Custom Consult (with $100 Discount)Get a cheaper phone plan with Mint Mobile
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    54 mins
  • 487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP

    487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP
    Apr 15 2024
    In this episode: survivor benefit plans, VA benefits, VSO's disability benefits, tax planning, healthcare, and blended retirement systems. This week we are joined by Daniel Kopp, founder of Wise Stewardship Financial Planning, to outline ways you can best prepare for military retirement. Together we cover pensions, navigating the Survivor Benefit Plan and additional benefits, healthcare and disability resources, as well as other financial decisions you can consider as you begin to transition out of the military. When dealing with any kind of retirement planning, taking actionable steps to prepare and get a plan in place for you and your family is essential. While everyone's circumstances may be different as they transition out of the military, there are many resources available and benefit programs you are entitled to before and after you leave duty! Daniel Kopp, CFP Website: wisestewardshipfp.comPodcast: Military to Financial Planner Timestamps: 1:26 – Introduction2:32 – Approaching Military Retirement/Blended Retirement System9:38 – Military Benefits/Healthcare15:36 – VA Benefits/Term Life Insurance22:12 – Disability Benefits/VSO’s30:17 – Survivor Benefit Plans43:13 – SBP Contingencies and Child Coverage50:41 – Tax Planning56:26 – Conclusion Resources Mentioned In Today’s Episode: Blended RetirementVA education benefits for survivors and dependentsEverything About The Military’s Survivor Benefit PlanSBP Financial Analysis ToolsDaniel Kopp Estate Planning for Military Families | Military Money Manual Podcast Episode 83Accredited VSO Representatives Transition Planning from a Military Career on the Path to FI | ChooseFI Ep 296 “Military in Transition’s Guide to The Survivor Benefit Plan: Navigating the SBP” by Forrest Baumhover How VA Disability Compensation Affects Military Retirement Pay Income Tax and Rental Properties When You’re in the MilitaryMFAAChooseFI US MilitarySubscribe to The FI Weekly! More Helpful Links and FI Resources: Top 10 Recommended Travel Rewards Credit CardsEmpower: Free Dashboard to Track Your FinancesCIT Bank Platinum Savings AccountM1 Finance: Commission-Free Investing, 1-click rebalancingCashFreely: Maximize Your Cash Back RewardsTravel Freely: Track all your rewards cards and pointsEmergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)Student Loan Planner: Custom Consult (with $100 Discount)Get a cheaper phone plan with Mint Mobile
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    59 mins
Career Success Economics Personal Finance
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Profile Image for teresa corbett

A fantastic perspective adjuster!

There's so many nuggets I'm glad I now know! Here's to the future! Thank y'all!

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Profile Image for Ashley

Relatable, educational, fun!

Jonathan does an amazing job cultivating insight from his guests. He actively listens to understand and asks clarifying questions. I love listening and learning on my FI journey!

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Profile Image for Britni

love these guys and the subject

starting from the beginning years later i love the topics and how down to earth they are. I know they are way beyond this point now. hope that doesn't get to their head. but awesome so farr

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Profile Image for Timothy Hayes

Excellent information

So far this podcast has been life changing. I have learned so much about reducing debt, increasing income and so much more.

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