The Friday Roundup | Introducing our First Crowd Sourced Case Study & FI plan
A single listener voicemail tackled three major money leaks — housing, transportation, and discretionary spending — cutting their budget by over $20,000 a year. Brad Barrett and Jonathan Mendonsa open...
28 Huhti 201750min
020 | Introduction to Insurance for Financial Independence
Most people pursuing financial independence earn six figures and live in low-cost areas, right? Brad and Jonathan blow that myth apart by breaking down exactly how two middle-class guys in average Ame...
23 Huhti 201758min
Index Investing | How to buy VTSAX
What if everything you thought you knew about building wealth was holding you back from taking the simplest, most effective action? Jonathan and Brad dissect Jim Collins' stock series—the blueprint th...
20 Huhti 201752min
019 | Stock Market Investing: The Simple Path to Wealth Part 1
Most investors think they need an advisor, perfect timing, and complex strategies to build wealth. Jim Collins just destroyed all three myths. Jim Collins' Stock Series has become the investing bible ...
17 Huhti 20171h 31min
The Roth IRA Conversion Ladder | A Case Study
Most early retirees worry about accessing retirement funds before 59½ without penalties—but there's a legal workaround that can save you thousands in taxes and penalties. The hosts break down the Roth...
17 Huhti 20171h 3min
Capital Gains Harvesting | Never Pay Taxes Again
Did you know you can harvest capital gains—and pay zero taxes? Most people assume any profit triggers the IRS, but that's not how the FI playbook works. Brad and Jonathan tackle listener questions on ...
14 Huhti 20171h 7min
Go Curry Cracker | Capital Gains, Losses and The Roth Conversion Ladder
Jeremy retired at 38 after saving 70% of his income for a decade — then figured out how to never pay federal income tax again. The blogger behind Go Curry Cracker walks through the mechanics of retiri...
10 Huhti 20171h 6min
Mad Fientist an Origin Story
Hitting your financial independence number doesn't guarantee you'll wake up happy the next day. Brandon, the Mad Scientist, reached his FI goal and felt... nothing. What good is tax optimization and e...
2 Huhti 20171h 14min
