VTSAX vs VTI: Which Vanguard Fund Should You Choose?
VTSAX vs VTI explained: expense ratios, tax efficiency, automation, and why buying VTSAX at Schwab or Fidelity is a cost...
Q3 Net Worth, Coast FI Summit, LA Live Event, Investing Questions
Every 3 months I take 5 minutes to update my net worth spreadsheet and I think this is the most important thing you can...
Impact of Fees, Increased Bonuses, Investing Two-Step
I believe in long-term investing in broad-based, low-cost ETFs and mutual funds. * I think it’s highly unlikely I can be...
New FI Math Update, 1% Rule Relevant?, Book Club
Two weeks ago, I talked about the value of cutting $100 from your monthly expenses which leads to an astonishing $30,000...
Real Estate 1% Rule, Advice-Only Planners & More
I had a conversation with a friend this past week about him contemplating turning his home into a rental property and it...
Q&A Live on ChooseFI's Site, Buying and Selling Equitites
I’ve been excited to announce this for months and it’s finally ready: The ability for you to ask questions about numerou...
Does the 4% Rule Work for Early Retirees?
Planning to retire in your 30s or 40s? The traditional 4% rule was built for a 30-year retirement — but what if your hor...
Stock Ownership is Company Ownership & More
I included this in a newsletter last year and wanted to come back to it with an update: Dave Portnoy of Barstool Sports...
Maxed Out Your Roth IRA, 401(k), and HSA? Do This
Already maxed out your Roth IRA, 401(k), and HSA? Kelley wants to know what strategies can help her invest smarter and r...
Donating Appreciated Shares & More
Maximize your impact by donating appreciated shares, cut expenses to unlock hidden savings, and avoid costly brokerage f...
June 11, 2024: Investing Two-Step & More
Investing is a Two-Step ProcessAs discussed with Tori Dunlap on Episode 494, one of the biggest errors we see people mak...
May 21, 2024: Stock Market a Casino?, Set up Autopay & More
Is the Stock Market a Casino?Dave Portnoy of Barstool Sports posted a ridiculous tweet that got over 3 million views whe...
Podcast Episodes
Mistakes Were Made
Apr 27, 2026
2025 Biggest Takeaways with Ginger
Dec 28, 2025
Bias Towards Action: The Adventure List(s)
Nov 9, 2025
Tax Planning To and Through Early Retirement
Sep 21, 2025
Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth
Jul 20, 2025
Deep Dive: Taxable Brokerage Accounts
May 25, 2025
Rebelutionaries: Stages of FI | Katie & Alan Donegan
Mar 23, 2025
Inherited Account Deep Dive, Barista FI and Saving When Starting a Business | Rachael Camp
Feb 16, 2025
Maximize Your Wealth: Understanding Capital Gains Tax Strategies
Oct 20, 2024
Make Your Own Dividend
Sep 29, 2024