Year-End Tax Planning, Unclaimed Property, Hot Seat
Year-End Tax Planning 2023 is coming to a close and December 31st will be here before you know it. That means it’s a goo...
Year-End Tax Planning, 2022 FI Wins, Updates and Corrections
Year-End Tax Planning I’m publishing a podcast episode this Friday with Sean Mullaney, the FI Tax Guy, about 401(k)s, th...
Why You Need a Legacy Binder for Retirement Planning
We talk a lot about taxes when we discuss FI, but what about death? No one really likes to think about dying. However, i...
The Importance of a Financial Legacy Binder
In April of 2017, my family received devastating news when my mother-in-law called us one day from Florida. Through tear...
Insurance Is a Financial Planning Tool
The path to financial independence requires diligence and hard work. It would be a tragedy if all that effort is undone...
Next Generation Financial Independence
Next Generation Financial Independence Doug Nordman and Carol Pittner’s book “Raising Your Money-Savvy Family For Next G...
How To Create A FI Plan You Can Feel Good About
At one point or another, you’ve probably wondered: “I’m saving X percent of my income. I want to move/change jobs/have a...
Start Using A Meal Planning Calendar To Save On Groceries
You've probably heard people talk about meal planning as a way to save money on groceries. It might even be something yo...
5 Estate Planning Documents Every Family Needs
Most of us don't like talking about death. Heck, many people even shy away from using that word. They'll say "he passed...
Wills vs. Trusts: The Essential Guide to Estate Planning
When you’re on the path to financial independence, you spend years optimizing investments, cutting expenses, and buildin...
Little FI-ers: Planning and Saving for Our Kids
“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela The Education Dilem...
Podcast Episodes
Parent Like a Millionaire Without Being One
Mar 23, 2026
Making FI Fun Again
Jul 28, 2024
Social Security Deep Dive | Denis Shapiro
Jan 28, 2024
A Tale of Action | Navish Bahl
Dec 25, 2023
From Food Stamps to FI | Theresa
Sep 4, 2023
Common Sense Spending Guidelines | Housing
Jun 12, 2022
Families Fly Free
Nov 29, 2021
Year End Tax Planning 2021
Nov 15, 2021
The Rules of the Game
Oct 25, 2021
How Do I Figure Out the Taxes on This?
Oct 10, 2021