logo
episode-header-image
Nov 2021
1h 8m

352 | DIY Financial Planning: Create You...

ChooseFI
About this episode
You already know how to save, invest, and track your expenses — but when did you last map your entire financial ecosystem? Most DIY investors in the FI community can name their portfolio allocation, but ask them about beneficiary designations, tax-efficient asset location, or whether their spending actually reflects their values, and the answers get fuzzy fa ... Show More
Up next
Yesterday
617 | The Hidden Assumption in Every Retirement Calculator
Most retirement calculators assume your money needs to last until age 95. But if you're 55 years old today, average life expectancy is actually 79 for men and 82 for women. This single hidden assumption could mean the difference between retiring five years earlier or leaving mill ... Show More
1 h
Sep 7
616 | How Should You Give Money to Your Kids? | 529s, UTMAs, Trump Accounts & More
Most parents rush to open 529 plans for newborns, convinced they're building their child's future. But here's what financial experts won't tell you: that decision might be destroying more value than it creates. The accounts marketed most aggressively to new parents often provide ... Show More
1h 9m
Aug 31
615 | How to Get More Years of Freedom | Fritz Gilbert
Eight years into financial independence, Fritz Gilbert discovered something surprising: learning to spend money is harder than learning to save it. After decades of optimizing every dollar toward early retirement, he found himself in a 90-minute internal debate over whether to sp ... Show More
1h 17m
Recommended Episodes
Sep 2023
398: Financial Planning is More than Just Investing
What exactly does a financial planner do? This week I’m answering another listener question with CFP and host of the Jill on Money podcast, Jill Schlesinger. We get into the nitty-gritty of when you should turn to a financial planner and when you can just handle things on your ow ... Show More
12m 20s
Dec 2024
My Husband & I Disagree On How To Invest
💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help ... Show More
8m 44s
Jul 2017
18. Become obsessed with personal finance
You need to have a plan and stick to it if you want financial freedom. This week we cash in with Matt Honeyford, who went from almost bankrupting his family to now on the path to financial independence and he owes a lot of it to his 50-30-20 plan. Thanks to our friends at Family ... Show More
30m 56s
May 2025
How To Change Your Finances in 1 Week
This week, Sim shares the ultimate 7-day financial glow-up plan to help you take control of your money, build wealth, and live your dream life. From tracking your net worth and cutting back on spending to negotiating a raise and setting up automated investing, this episode breaks ... Show More
31m 20s
Nov 2025
Best of 2025: How To Change Your Finances in 1 Week
This week, Sim shares the ultimate 7-day financial glow-up plan to help you take control of your money, build wealth, and live your dream life. From tracking your net worth and cutting back on spending to negotiating a raise and setting up automated investing, this episode breaks ... Show More
31m 19s
May 2024
Level Up Your Everyday Money Habits
💵 Sign up for EveryDollar today. Create a free budget!   In this week’s episode, I unpack the ins and outs of wealth-building, financial self-care, and savvy grocery shopping. I give my honest opinions on the 7 Baby Steps, guide you through a financial self-care routine that’ll ... Show More
29m 45s
Jan 2023
5 Realistic Money Goals By Age!
In this episode of The Personal Finance Podcast, we’re going to talk to The FI Couple about paying off debt, real estate and how to manage money as a couple. Join Our Newsletter here! Learn to invest in with Index Fund Pro: https://mastermoney.co/index-fund-pro/ Thanks to Our Ama ... Show More
29m 45s
Dec 2022
361 - Choose Your Choice
In this episode, alongside family guest Mike Foguth, the discussion centers around new ways to think about money, leadership, & opportunities. 10:20 - Tips on how to get started building financial freedom. There needs to be a process in place to prepare for what you intend to spe ... Show More
1h 9m
Oct 2023
The Ultimate Guide to Crafting Your Financial Education Plan
In this episode of the Personal Finance Podcast, we're going to give you the ultimate guide. To crafting your financial education plan. How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Lear ... Show More
37m 34s
Listen to millions of songs and podcasts on Anghami