354 | Personal Finance Risk Management Strategies
Most people think they're hedging against risk by obsessing over every market dip—but they're confusing volatility with actual danger. Brad and Jonathan tackle the critical distinction between market ...
6 Dec 202157min
353 | Travel Rewards: How Families Can Travel for Free
ChooseFI Podcast Episode Show Notes Episode Title: Unlocking Travel Rewards for Families **Episode Summary:**Travel rewards can significantly cut travel costs for families, allowing them to enjoy vaca...
29 Nov 202149min
352 | DIY Financial Planning: Create Your Own Financial Plan
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 FI community can name their portfolio allocation, b...
21 Nov 20211h 8min
351 | Year-End Tax Planning Strategies
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 tax benefit out of 2021 before year-end deadlines s...
15 Nov 202159min
350 | Balanced Portfolio Strategy: Managing Investment Winners
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 terrifying euphoria of runaway winners with Brian F...
8 Nov 202141min
349 | Investment Returns: Paper vs Real Returns Explained
The personal finance acronym you know could cost you thousands—but the one you don't know might cost you everything. Brad and Jonathan break down NGMI (Not Gonna Make It) and HFSP (Have Fun Staying Po...
1 Nov 202147min
348 | The Rules of the Game
You're convinced retirement planning is all spreadsheets and sacrifice—but what if the biggest wins come from understanding a few simple rules most people never learn? Jonathan and Brad break down how...
25 Okt 202153min
347 | How to Calculate Investment Returns
Most investors think a 50% loss needs a 50% gain to recover. They're wrong — and that math mistake can destroy retirement plans. Brad and Jonathan unpack the deceptively simple mathematics of percenta...
17 Okt 202149min
