HSA

Tax-Advantaged Accounts

Healthcare in Retirement

Tax-Advantaged Investing

FI Tax Planning

72(t) Deep Dive, A Meal Without Protein, Intentionally Smaller Life

Extraordinary Event, 2026 Tax Brackets, 0% Long-Term Cap Gains

I’m excited to announce that Alan and Katie Donegan and I are hosting an event right in my backyard in February: Extraor...

Friends of the Library, Tax Penalty Abatements, 2026 Contribution Limits

We’ve long called ChooseFI the “friends of the library” and I was reminded of this when I visited my local branch last w...

Year-End Wins, 2026 ACA Info, Disease Prevention

My favorite ChooseFI episode each year is our “Year End Wins” episode where we play voicemails and read emails from the...

Year-End Tax Planning, Updating Beneficiaries, Book Club Feedback

2025 is coming to a close and December 31st will be here before you know it. That means it’s a good time to make sure al...

New ChooseFI Member Site, Investing Two Step, Free FI Books

As Jonathan and I announced yesterday on the podcast (Episode 532), we just launched a major new addition to the website...

Dave Ramsey's 8% SWR, 2024 HSA Limits & More

Dave Ramsey’s 8% Withdrawal Rate is NOT Okay ChooseFI is a ‘positive vibes’ kind of place, but there are rare occasions...

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...