Episodes
In this episode: the make whole mindset, budgeting, grace and space, automation, and splitting it before you get it. This week we are re-joined by Tiffany Aliche better known as "The Budgetnista” to discuss her new book "Made Whole: The Practical Guide to Reaching Your Financial Goals" which details her 10 step system towards financial wholeness, the ease of automating payments, the importance of accountability partners, as well as designing separate accounts to reflect your needs. It can be...
Published 11/20/23
In this episode: frugality, value based spending, honoring your season, identity, budgets, financial goals, and minimalism. When you think of the word frugal what comes to mind? To some it can mean spending on what you absolutely need and leaving little wiggle room for anything else, but to others frugality is not just a restrictive budget but a superpower! This week we are joined by Jen and Jill of the Frugal Friends podcast to discuss the intersectionality of frugality and the FI journey,...
Published 11/13/23
In this episode: the power of pursuit, FU money, index investing, investing the difference, and the simple path to wealth. This week we are joined by the godfather of the FI movement himself JL Collins to discuss the themes of his new book "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence―And How to Join Them." While there is no perfect blueprint to mastering your money, there can be confidence and motivation to be found in the stories of others...
Published 11/06/23
In this episode: community, building fun into your life, college planning, fear, following threads, and travel rewards. This week we are rejoined by Ginger for another installment of the Round-Up, where we catch up and discuss our favorite takeaways from this past month’s episodes. From learning how to best prepare your child for the college application process, to the importance of introspection to pinpoint and work with your fears, and finally to re-framing your fearing relationship with...
Published 10/30/23
In this episode: financial aid, college planning, standardized tests, tests optional, need meeting, and preparation. This week we are re-joined by Brian Eufinger to discuss ways to best prepare your children for college admissions, navigating the new changes to FAFSA and the CSS profile, and how you can maximize when prepping for your child’s higher education. While college prep can be stressful for students, from maintaining their GPA to taking multiple standardized tests, it can be just as...
Published 10/23/23
In this episode: spiritual bypassing, curiosity, fear, wellbeing, inflection points, and what the body stores. This we are re-joined by Cory Muscara to discuss the benefits of practicing mindfulness while embarking on the FI journey, the concept of spiritual bypassing, and the positive benefits that come from being present. An important part of the FI journey is learning to take actionable steps to better your life, and a large part of this requires introspection and honest reflection of...
Published 10/16/23
In this episode: fear, anxiety, FOMO, talking about money, endings, self development, exposure, and the fear of loneliness. This week we are joined by Farnoosh Tarabi where we will be discussing the topic of fear and anxiety, reinterpreting FOMO, and how to recognize and use your fears and anxieties to work with you in order to reach your financial goals. While we can sometimes interpret our own fear as a weakness, many times these fears and anxieties can be a secret weapon, ones that...
Published 10/09/23
In this episode: the 4% rule, second generation FI, retirement saving, 529's, 401k's, and is it too late for FI? This week we joined by Rachael Camp of Camp Wealth for another installment of Mail Bag, where we will be answering some questions sent in by our listeners. Together, we cover topics surrounding the 4 percent rule, starting the FI journey “late”, the importance of tax diversity in your retirement accounts, and the potential benefits and drawbacks to 529 plans. On the path to FI,...
Published 10/02/23
In this episode: the importance of starting, everything is negotiable, talentstacking, building your flywheel, and Ginger! As September comes to a close, it’s once again time for another Roundup episode! This week we are rejoined by Ginger, where we will be revisiting the topics of our September episodes and discussing our favorite takeaways and the talking points that stood out to us. From the importance of perseverance on your path to FI and embracing the community this journey brings, and...
Published 09/25/23
In this episode: it's not easy it's simple, the flywheel, being consistent, skilling up, the gift of time, and what money can provide. This week we are joined by founder and creator of ConvertKit, Nathan Barry to discuss his entrepreneurial journey and how the fundamentals of FI helped drive him to create and build a successful business. We often discuss the importance of skill stacking when on the journey to FI, but we sometimes forget to touch on the trial and error that comes with...
Published 09/18/23
In this episode: salary negotiation, knowing your worth, doing your own research, anchoring, and facing job offers. We often talk about the importance of shifting out of a scarcity mindset towards an abundant one, and this can mean leaving a job for a new one, or even asking for a higher wage. But how do you overcome the guilty feelings that can arise when wanting to level up? This week we are re-joined by the Financial Mechanic to discuss the art and steps to successful salary negotiating,...
Published 09/11/23
In this episode: the importance of community, finding financial literacy, pulling the levers of FI, and the hot seat. We’ve heard incredible stories of FI from many of our listeners, but this week we are lucky to hear from someone who overcame so much in order to achieve the life she always wanted. This week we are joined by one of our listeners Teresa, where we discuss her incredible story of navigating and overcoming debt as a single mother to building a strong foundation of financial...
Published 09/04/23
In this episode: spending for value, mastering your finances, what nourishes you, limiting beliefs, and getting the best out of yourself. The end of August is rapidly approaching which means it is time for another round-up episode. To close out the month this time we are joined by Katie Gatti from "Money with Katie" to discuss all the lessons we picked up from the last month of ChooseFI! Whether it's planning a mini-retirement, designing what your want your life to look like, or forming your...
Published 08/28/23
In this episode: mini-retirements, building fun into your life, structuring and planning mini-retirements, negotiating, and gaining momentum. When pursuing your FI goal, it can feel like you are on a set trajectory, and picking up new habits or hobbies can seem overwhelming because you don’t have the time to focus on them. However, you should never feel held back from starting something new! This week we are joined by Jillian Johnsrud to define and discuss the mini-retirement strategy, and...
Published 08/21/23
In this episode: changing your mindset, starting FI at 50, the pros and cons of starting late, and facing your faults. We always say on this show that FI is for everyone, but our guests Becky Heptig and Bill Yount really embody this message. As hosts of the "Catching Up to FI" podcast, Becky and Bill are a fantastic resource for those who have found FI later in life and still would like to give it a go despite the delayed start! While FI looks different for everyone and can be influenced by...
Published 08/14/23
In this episode: determining your FI goals, real estate investing, land investing, liquidity, and proof of concept. Whether you are new to FI or have achieved it, you have probably noticed a big change not only in how you live your life, but how you perceive yourself. You may be more intentional and strive to make changes in all areas of your life, not just financial ones. This week we are joined by our friend JT Olmstead to discuss the ins and outs of land investing, as well as talk about...
Published 08/07/23
As this month comes to a close, we think it’s only fitting to reflect on what July’s incredible guests have had to say, and what new knowledge and perspectives they’ve brought to the table. This week we are back with Ginger and introducing a more structured Round-Up, where we will be revisiting topics from this past month's episodes and discussing our favorite moments and takeaways. While the subjects of this month's episodes have varied from spending for happiness to understanding Roth...
Published 07/31/23
In this episode: financial advisor breakups, I bonds, the 4% rule, second generation FI, Roth IRAs, and the listener mailbag. Breakups are hard, but breaking up with financial advisor can be harder given the minutia that is often involved in doing so. It's good to have friends to lean on in times like this, which is exactly why we have the FI Tax Guy himself Sean Mullaney with us to help! Listen along as he and Brad dip back into the listener mailbag this week and discuss a plethora of...
Published 07/24/23
In this episode: designing your life, real estate investing, pain points, working backward, and finding your sweet spot. This week we are rejoined by friend of the podcast Chad Carson to discuss his new book "The Small and Mighty Real Estate Investor: How to Reach Financial Freedom with Fewer Rental Properties," as well as cover some strategies he’s picked up during his real estate investing journey. While investing in real estate can be a full time job, for many listeners it can also be...
Published 07/17/23
In this episode: investing, losing money hurts, pessimism, optimism, index funds, psychology, history, and building wealth. Whether you're a confident investor or weary of playing the market, there is still a lot to be learned when it comes to your investments. This week we are re-joined by friend of the podcast Brian Feroldi to discuss important truths and takeaways he’s learned as a decades-long investor, from navigating the psychology and history of the market, to focusing on longevity...
Published 07/10/23
In this episode: the phases of FI, your spending framework, dying with zero, changing your anchor points, and the value of time. This podcast offers insight to what the path to FI can look like for listeners, and while we usually speak broadly to our listeners who are all at different stages of FI, it’s important to look back, as well as look forward to see how this journey has changed for us. This week we are joined by Carl Jensen and Doug Cunnington of Mile High FI to talk about the...
Published 07/03/23
In this episode: travel rewards, credit cards, the true cost of buying a car, health, retirement, and community wins. This week we are re-joined by Ginger for another Round-Up episode where we will briefly discuss travel rewards, updates on Ginger’s credit card journey, the value of implementing new habits, and also dip into the listener mailbag! Over the course of this podcast we often discuss the importance of taking action and making changes in your life to not only achieve FI but also...
Published 06/26/23
In this episode: the travelers triangle, booking early, flexibility, planning, hotels, and knowing you are getting a deal. This week Suzy joins us for a new installment of travel rewards tips, where we will be diving deeper into how you can optimize your savings and travel points to get the most out of your travels. While the subject matter we are tackling today may be more useful to listeners who have already acquired the necessary credit cards and travel points, there is still a lot of...
Published 06/19/23
In this episode: the continuum of FI, skilling up, chasing true value, the power of connection, and second generation FI. This week we are rejoined by friend of the podcast Bo Loy to talk about finding value on the FI journey, drowning out the "noise,"  and the importance of not depriving yourself of happiness in order to reach your FI goal. While the journey to FI does require you to make financial changes and pick up new habits that can launch you towards financial independence, the...
Published 06/12/23
In this episode: money against mindset, fear setting, FI events, gap years, slow travel, and living intentionally. Everyone’s relationship with money is different, just as everyones path to FI looks different, but how do you unlearn behaviors that could be holding you back? This week we are joined by Amy Minkley to discuss how finding FI changed her life while abroad, as well as the the importance of unlearning and breaking free of internalized stress when it comes to money. A large part of...
Published 06/05/23