Podcast Episodes
Back to SearchTax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565
Episode 565
Brad Barrett hosts Cody Garrett and Sean Mullaney, co-authors of Tax Planning To and Through Early Retirement, exploring essential tax strategies for the FI community. They address misconceptions abo…
Published on 4 hours ago
Financial Independence Basics with Jackie Cummings Koski | Ep 564
Episode 564
Jackie Cummings Koski returns to discuss the fundamental principles of financial independence (FI) and early retirement. The conversation emphasizes the importance of understanding FI—financial indep…
Published on 1 week ago
Safe Withdrawal Rates, Drawdown Strategies, RMDs and 50 Year FI Timelines
Episode 563
ChooseFI unveils a new feature on the website that allows listeners to have their financial independence questions answered by experts. Featuring in-depth discussions with Karsten Jeske (Big Earn) an…
Published on 2 weeks ago
Navigating Financial Conflicts in Relationships | Ep 562
Episode 562
Brad and Ginger discuss the importance of asset flexibility, community building, and health savings accounts (HSAs). The conversation emphasizes maximizing contributions to HSAs while addressing fina…
Published on 3 weeks ago
Mini-Retirements: Test Driving Financial Independence | Ep 561
Episode 561
Brad Barrett welcomes Jillian Johnsrud, author of Retire Often, as they delve into the transformative concept of mini retirements. Jillian shares her insights on how taking intentional breaks from wo…
Published on 4 weeks ago
Living Off the 4% Rule | Marla Taner | Ep 560
Episode 560
Marla Taner shares her journey of living off the 4% rule since her retirement in 2013. She discusses the financial strategies that have supported her abundant lifestyle, the emotional aspects of tran…
Published on 1 month ago
Zero-Based Everything: FI, Travel, and the Art of Starting Fresh | Katie & Alan Donegan | Ep 559
Episode 559
Join Brad, Katie, and Alan in a candid conversation about financial independence, travel rewards, and lifestyle choices. They discuss the importance of zero-based thinking, share experiences as digit…
Published on 1 month, 1 week ago
Designing an Intentional Life | Tim Ferriss | Ep 558
Episode 558
Tim Ferriss focusing on financial independence, the importance of mentorship, and the role of playful experimentation in living a fulfilling life. Discover insights on designing an intentional …
Published on 1 month, 2 weeks ago
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557
Episode 557
Key changes in tax law related to the newly passed One Big Beautiful Bill significantly impact the financial independence (FI) community. Notably, the extension of tax rates and the higher standard d…
Published on 1 month, 3 weeks ago
Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth
Episode 556
Brad and Rachael Camp tackle listener-submitted questions focusing on bonds, retirement strategies, pensions, and optimizing Roth IRA conversions. Rachael Camp, a Certified Financial Planner, sheds l…
Published on 2 months ago