Join host Mark Trautman and co-host Kevin Sebesta for a special live recording from CampFI Rocky Mountain Week 2 in Colorado Springs.  Explore attendee questions on taxes, investing, retirement and financial independence with insights from Sean Mullaney, the FI Tax Guy, and Travis Hughes of Downshift Financial. If you would like your question answered on the show, please send an email to [email protected] and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube channel CampFI Kevin Sebesta - Life in FIRE Sean Mullaney - The FI Tax Guy Travis Hughes - Downshift Financial Social Security Open Social Security calculator Michael Kitces “Hybrid/Hybrid” LTC approach (Sorry, I could not locate this white paper) The Fun Bucket CampFI - Life Lessons from the First Year of Early Retirement Rock Retirement Club Sean Mullaney YouTube Videos Sean Mullaney - Mullaney Financial & Tax Timestamps: 00:53 Meet the Co-Host and Special Guests 02:52 Understanding the Slackers 04:38 Tax Impacts of Renting vs. Buying 06:03 Maximizing 401k Contributions 08:37 Divesting from Real Estate 10:39 Optimizing Health Savings Accounts (HSAs) 15:52 Super-funding a 529 Plan 22:08 Investing for Midterm Goals 26:06 Selecting 401k Funds 28:39 Socially Responsible Investing in FI 31:09 Incorporating Social Security into FI Plans 37:34 Understanding Pensions in Financial Planning 39:40 Roth Conversion Strategies Explained 42:06 Navigating 457 Plans and Tax Planning 45:32 Life Insurance vs. Long Term Care Insurance 51:49 Choosing the Right Financial Advisor 56:33 Spending in Early Retirement 58:25 Overcoming Financial Worries and Emotions 01:01:51 Building a Life to Retire To 01:04:49 Biggest FI Regrets and Lessons Learned _______________ This show is for education and entertainment purposes only and should not be considered investment, tax, or legal advice. Please consult the appropriate advisor or advisors before implementing anything you hear on this show or any other show for that matter. Mark, his guests, and the Mark’s Money Mind show do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services or Travis Hughes, Downshift Financial and their services.