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359 | SWOT Analysis for Financial Independence
Episode 359
Your financial independence plan isn't failing — you just haven't run the right diagnostic yet. Brad and Jonathan apply a SWOT analysis framework to …
4 years, 3 months ago
358 | New Year Financial Audit: Income and Expense Review
Episode 358
Most people never truly know what their life costs—which is why they can't design the life they actually want. Starting fresh in 2022, Brad and Jonat…
4 years, 4 months ago
2021 Year End Wins | Part 2
Episode 357
One listener turned $30,000 into $155,000 in twelve months. Another crossed six figures in non-retirement savings while launching a side business gen…
4 years, 4 months ago
2021 Year End Wins | Part 1
Episode 356
One listener doubled their income and net worth in a single year. Another wiped out $125,000 in consumer debt. Someone else landed a $50,000 raise by…
4 years, 4 months ago
355 | Making Bold Financial Moves vs Incremental Changes
Episode 355
You've already built wealth through steady gains—but what if this year demands something bigger than optimization? Dominick Quartuccio returns to cha…
4 years, 4 months ago
354 | Personal Finance Risk Management Strategies
Episode 354
Most people think they're hedging against risk by obsessing over every market dip—but they're confusing volatility with actual danger. Brad and Jonat…
4 years, 5 months ago
353 | Travel Rewards: How Families Can Travel for Free
Episode 353
ChooseFI Podcast Episode Show Notes
Episode Title: Unlocking Travel Rewards for Families
**Episode Summary:**Travel rewards can significantly cut tra…
4 years, 5 months ago
352 | DIY Financial Planning: Create Your Own Financial Plan
Episode 352
You already know how to save, invest, and track your expenses — but when did you last map your entire financial ecosystem? Most DIY investors in the …
4 years, 5 months ago
351 | Year-End Tax Planning Strategies
Episode 351
Congress is about to eliminate the backdoor Roth IRA — and you have until December 31st to act. Sean Mullaney returns to help you squeeze every last …
4 years, 5 months ago
350 | Balanced Portfolio Strategy: Managing Investment Winners
Episode 350
When 70% of your net worth suddenly lands in a single stock, you're not managing a portfolio anymore — you're gambling. Brad and Jonathan tackle the …
4 years, 5 months ago