How RMDs Influence Your Safe Withdrawal Rate in Retirement
Explore the interplay between the 4% rule and RMDs in retirement planning. Learn how to apply the "Spend Safely in Retir...
Year End Wins 2024 (Part 2) | FI Weekly
Uncover 401(k) strategies from real community wins, including max contributions and smart tax moves, to enhance your pat...
2025 Contribution Limits & More
The IRS just released updated contribution account limits for 2025: * 401(k)/403(b)/most 457 plans/TSP employee deferral...
Year End Wins (Part 2)
Year End Wins (Part 2)I received so many incredible 'year end wins' emails that I felt compelled to feature as...
2024 Contribution Limits & More
2024 Updated IRS Retirement Contribution Limits The IRS just released updated contribution account limits for 2024: 401(...
Internal Energy Audit, Wisdom from Munger, Daily Routines
Positive and Negative Energy Audit It’s rare that I find something so good that I paste it here in its entirety, but I f...
2022 Limitations for 401k, IRA & HSA
2022 Limitations for 401k, IRA & HSA This week I came across an article from CNBC describing how the IRS increased t...
4 Years of Consistent Action
4 Years of Consistent Action Jen wrote in last week with an email detailing consistent action taken over the last 4+ yea...
Don't Miss Out On Your 401(k) Employer Match
One very easy way to put an extra few percent toward your savings rate is earning a retirement savings match from your e...
2021 is Here: Start Contributing
2021 is Here: Start Contributing Happy New Year! Now’s the time to take action on filling up your 2021 contributio...
What Is The Rule Of 55?
The goal of saving for retirement means just what it says: you're saving the money that you'll need to live on once you...
SEP IRA vs. Solo 401(k): Self-Employed Retirement Plans
The SEP IRA vs. Solo 401(k)--which is the best retirement plan if you’re self-employed? In truth, you can’t go wrong wit...
Podcast Episodes
Maximize Your Wealth: Understanding Capital Gains Tax Strategies
Oct 20, 2024
401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney
Nov 17, 2022
Alignment & Adjustments | Scott & Taylor Rieckens
Oct 24, 2022
Firing the Haters with Jillian Johnsrud
Sep 19, 2021
Getting Good With Money with Tiffany Alicia
Apr 3, 2021
Indie Entrepreneur | Create A Lifestyle Not A Job With Corbett Barr
Sep 21, 2020
Households of FI-Corinne and Jillian Johnsrud
Aug 14, 2020
Introducing Casual Wednesdays
Apr 22, 2020