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New Tool Alert! The FI Purpose Planner
Use the FI Purpose Planner to see how various life choices impact your financial goals, donations, and path to Financial Independence
Mar 43 min read
How to use Coast FI to pivot careers, volunteer more, and donate generously
Coast FI lets your portfolio grow on its own, freeing you to focus on purpose, flexibility, and making an impact sooner.
Jan 263 min read
High-income earners and the Backdoor Roth IRA strategy
High-income earners can bypass Roth IRA income limits using the Backdoor Roth strategy for tax-free growth and retirement savings
Dec 18, 20244 min read
Big expense in 5 years? Invest or play it safe?
Saving for a mid-term expense? Focus on protecting your principal with a reasonable return. Here’s a quick breakdown of your options.
Oct 28, 20243 min read
HYSA vs. High-Interest Checking: The New Battle for Your Savings
Explore the rise of high-interest checking accounts as a competitive alternative to high-yield savings accounts.
Sep 26, 20243 min read
Student Story: Embracing the 1% pledge with only 3 years left until FI
After Charlotte heard us speak on the ChooseFI podcast, she took the 1% pledge. We talk about her FI journey and her desire to help others.
Jul 16, 20246 min read
My talk at CampFI: A data-driven approach to FI & giving
I discuss my struggles during the early years of my retirement, my views on donating, and practical steps to achieve FI while helping others
Jun 15, 20242 min read
12 crucial personal finance topics for corporate learning
Want to empower your employees? Promote financial knowledge. Here's 12 must-have personal finance education topics you should cover
May 19, 20243 min read
Integrating financial literacy into DEI initiatives
DEI initiatives must include financial education to empower employees and support career advancement.
May 14, 20243 min read
Hey ERGs! It's about time you taught personal finance
It's time ERGs integrate financial literacy into their toolkit. Empower your people by ensuring equal access to financial education.
May 14, 20242 min read
Baby prep: 9 cost-saving tips for expecting parents
Practical tips and tricks to help you prioritize spending on what truly matters to your baby and family while saving on unnecessary expenses
May 9, 20243 min read
How much does a baby cost?
Expecting parents often wonder about the costs of raising a child. I share my real spend over the past 6-months for our baby boy.
May 9, 202411 min read
Marriage and Money: Our Postnup Journey
Curious about prenups or postnups? Explore why we chose to finally do our postnup and how it strengthened our marriage for the better.
May 1, 20245 min read
How to pick your 401(k) investments
Here's exactly how to pick investments for your 401(k). How to choose from the list of fund options provided to you.
Apr 4, 20245 min read
Inspiring generosity on the ChooseFI podcast
Brad, Jack and I talk about building a giving framework, the giving pledge, compound impact, donor-advised funds, and different ways to give
Mar 21, 20242 min read
Goodbye Mint. Hello Monarch Money!
Intuit is sunsetting Mint and I'm moving on to greener pastures! Check out my thoughts on Monarch Money for tracking expenses & investments.
Mar 4, 20245 min read
ETFs vs. Index Funds: Battle of the finest
Index funds and ETFs have a lot in common, but there are some important differences to consider if you're diving deep into investing
Feb 28, 20245 min read
Building a 3-fund portfolio: A comparison across banks
Does it matter which bank you use to build a 3-fund portfolio? Are some index funds better than others? We tackle these questions here!
Jan 30, 20246 min read
FIRE is our superpower for doing good
The Financial Independence community is leaning towards purpose and impact through charitable giving
Jan 12, 20244 min read
Introducing the Fi-lanthropy Calculator
The FIRE calculator meets charitable giving. Learn how you can reach financial independence and also donate meaningful sums of money!
Jan 10, 20244 min read
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