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...
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,...
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...
11 Simple Rules for a Wealthy Life & More
11 Simple Rules for a Wealthy Life I revisited an article I wrote nearly a decade ago called ‘A Lifetime of Financial Ad...
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...
Simple Path to Wealth, Pre-Tax Investing, Kid Entrepreneurs
The Simple Path to Wealth JL Collins is our most downloaded podcast guest of all-time, and his book The Simple Path...
Create Your Own Luck: The 4 Levers of Wealth Creation
Scott Trench, President of BiggerPockets.com came on the podcast to talk about his book, Set For Life, and his unique an...
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...
From Welfare To Wealthy: Sabrina's Story
It was 2008 when 27-year-old Sabrina found herself a divorced, single mom of twin three-year-old girls and a four-year-o...
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
Mental Wealth & Healing | Rich Jones
Dec 5, 2022
The Simple Path to Wealth | JL Collins
Nov 28, 2022
Kristi | Households Of FI Update
Nov 11, 2022
Matt & Meg | Households of FI Update
Nov 4, 2022
Year End Tax Planning 2021
Nov 15, 2021
How Do I Figure Out the Taxes on This?
Oct 10, 2021
Transform Your Tax Return Into a Springboard for Financial Planning
Jul 4, 2021
Where does Entrepreneurship fit on your path to FI? with Alan Donegan
Jun 4, 2021
Transition Planning from a Military Career on the Path to FI
Feb 15, 2021
What is The Simple Path to Wealth? | JL Collins
Jan 3, 2021