Cap Gains on Your Home, Backdoor Roth IRA & More
Many of us have seen our homes increase in value significantly over the past few years, which for homeowners is obviousl...
Donor Advised Funds, Amazon Savings, Essential FI Math
Donor Advised Funds, ChooseFI AI and Jonathan Returns Alan wrote in: “Could you discuss donor advised funds at some poin...
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...
Social Security Deep Dive, Sleep Optimization & More
Deep Dive on Social Security Benefits I’ve received a lot of emails recently asking for more in-depth info about social...
10 Financial Rules & More
10 Financial Rules You Need to Know You may remember my good friend Clint Murphy from ChooseFI Episode 438; simply put,...
Real Estate 'Buy Box', 0% Cap Gains Income Limits & More
Chad Carson's Real Estate 'Buy Box' Chad Carson joined us last week on Episode 446 of ChooseFI to talk about his ‘Small...
Simple Path Basics, Positive Investing Philosophy & More
9 Basics of The Simple Path to Wealth I wanted to pass along two wonderful pieces of foundational content from two close...
Real Estate Analysis Tool, Actions Taken on Insurance
Free Real Estate Investment Analysis Tool Our friends Ali & Josh from The FI Couple (Episode 430) created a free rea...
Access Retirement Funds Before 59.5, Exercise for Longevity
How to Access Retirement Funds Before 59.5 Allen Mueller, a longtime member of the ChooseFI community and a fee-only fin...
Expressing Gratitude, The Wealth Letters & More
Expressing Gratitude Susanna responded to last week’s newsletter with a story that I wanted to share with you, as it hig...
Investing 101: How to Start Investing the FI Way in 2026
An ultimate guide on how to start investing. Learn the basics to more advanced investing concepts, and strategies, and h...
Emergency Funds 101: The Ultimate Guide to Emergency Funds
Learn all you need to know about creating emergency funds, where to keep them, how to grow them, and when to use them in...
Podcast Episodes
Mistakes Were Made
Apr 27, 2026
Are Roth Conversions Necessary? | Cody Garrett and Sean Mullaney
Jan 11, 2026
Top Five Regrets of the Dying (Book Club with Frank Vasquez and Ginger)
Nov 23, 2025
Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401k
Aug 18, 2024
Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp
Jun 16, 2024
Freedom Before FIRE | Trip of a Lifestyle
Apr 29, 2024
Rubber Ducks and Systems for Land Investing
Aug 7, 2023
Small and Mighty Real Estate Investor | Chad Carson
Jul 17, 2023
Fundamental Truths of Investing | Brian Feroldi
Jul 9, 2023
Intermediate Travel Rewards
Jun 18, 2023