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The Hot Seat: Community Edition
The Hot Seat: Community Edition

Episode 477

A system that dictates your success beats any goal you set. That's the wisdom buried in this community roundup of voicemails, where ChooseFI listener…

2 years, 2 months ago

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Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy
Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy

Episode 476

Phil's parents could have legally claimed half his estate—despite everyone getting along perfectly. That's the jarring reality Amy faced when her hus…

2 years, 2 months ago

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475 | How to Access Your Retirement Accounts Before 59.5
475 | How to Access Your Retirement Accounts Before 59.5

Episode 475

Most retirement accounts lock your money until 59½ — unless you know the workarounds. Tax expert Sean Mulaney breaks down the full toolkit for access…

2 years, 3 months ago

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Social Security Deep Dive: Strategies for Maximizing Benefits
Social Security Deep Dive: Strategies for Maximizing Benefits

Episode 474

Dennis Shapiro worked at the Social Security Administration for 12 years, and his core message contradicts what most early retirees assume: you're pr…

2 years, 3 months ago

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Are We There Yet? 'Retire Early' Case Study
Are We There Yet? 'Retire Early' Case Study

Episode 473

Teresa's Social Security benefits increase by $1,200 for every additional year she works—but should she? Brad and Fritz team up with community member…

2 years, 3 months ago

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The Cure for the Boring Middle | Fioneers
The Cure for the Boring Middle | Fioneers

Episode 472

The "boring middle" isn't boring at all — it's the point where your finances finally stop demanding attention and you're forced to confront what you …

2 years, 3 months ago

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471 | Mailbag: Inflation, ACA Subsidies, and Roth vs. Traditional
471 | Mailbag: Inflation, ACA Subsidies, and Roth vs. Traditional

Episode 471

Most DIY investors miss a critical step when calculating their financial independence number—they forget to adjust for inflation twice. Wilson's ques…

2 years, 3 months ago

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The Spectrum of Financial Independence | Chris Hutchins
The Spectrum of Financial Independence | Chris Hutchins

Episode 470

Most people who discover Coast FI don't realize they've already been living it for years. Chris Hutchins joins Brad to explore how their thinking on …

2 years, 4 months ago

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A Tale of Action | Navish Bahl
A Tale of Action | Navish Bahl

Episode 469

A simple conversation with college friends asking "Is this our life for the next 40 years?" completely changed Navish's financial trajectory. After d…

2 years, 4 months ago

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Year End Wins 2023
Year End Wins 2023

Episode 468

One listener in Japan quit a toxic job — not because of a side hustle, but because she hit her FI number. Another family maxed out every investment a…

2 years, 4 months ago

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