448 | July Roundup: Working Backwards Into FI

ChooseFI

Brad Barrett | Choose FI Media

Financialindependence, Investing, Firemovement, Passiveincome, Frugalliving, Personalfinancepodcast, Daveramsey, Careers, Business, Earlyretirement, Habits

4.8 • 5K Ratings

🗓️ 31 July 2023

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

As this month comes to a close, we think it’s only fitting to reflect on what July’s incredible guests have had to say, and what new knowledge and perspectives they’ve brought to the table. This week we are back with Ginger and introducing a more structured Round-Up, where we will be revisiting topics from this past month's episodes and discussing our favorite moments and takeaways. While the subjects of this month's episodes have varied from spending for happiness to understanding Roth conversions, there is still more to learn and unpack before moving onto August!

Timestamps:

1:44 - Introduction
2:17 - Listener Updates/Travel Rewards
7:08 - Spending for Happiness
18:35 - Saving Addiction
22:01 - The Fundamental Truths of Investing
31:12 - The Small and Mighty Real Estate Investor
41:11 - Roth Conversions/Breaking Up with Your Financial Advisor
49:50 - Purposefully Not Optimizing
55:58 - Conclusion

Resources Mentioned In Today’s Episode:

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Transcript

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0:00.0	Hello and welcome to Choose If I. I'm your host Brad Barrett and if you're new to the show,
0:05.3	welcome to the largest financial independence community in the world. This is a community that
0:10.2	numbers hundreds of thousands across the world. Our show has existed for six plus years and it's
0:16.7	been a remarkable ride and we're just so happy you found us. The beautiful part about this community
0:21.8	is as we call it, this is the ultimate crowdsource personal finance show. And the entire point of
0:27.4	this podcast is to harness the collective wisdom of our entire community. And I think that is
0:32.9	just such a wonderful, wonderful aspect and what's cool about today's show. So we have one of our
0:39.1	listeners, her name is Ginger and she reached out to me a number of months ago when my co-host Jonathan
0:45.1	decided to step down and she wanted to come on the show and we become friends over the intervening
0:52.0	months. This is now, she's been on the show numerous times and she had the idea to bring back
0:57.9	something that we used to do, which was the roundup episode. So we used to every Friday, we used to
1:03.6	do a roundup, which was kind of a summary of our biggest takeaways from the Monday episode.
1:08.6	She thought that was missing and it would be something fun to bring back. So while we're not
1:12.6	going to do that every week, we're trying to do, and this is an experiment, just like anything else,
1:17.0	we're trying to do this the last Monday episode of each month where we essentially go back and
1:22.2	talk about our biggest takeaways from that month's episodes. So again, this is the first in a
1:27.2	series of experiments, but I think this is going to be a really positive development for the
1:32.3	five community and for Chooseify. So with that, welcome to the show.
1:43.2	Ginger, welcome back to Chooseify. There should be a lot of fun.
1:46.2	Thank you. I'm excited to be back on the show and I'm excited to do this more structured kind
1:50.7	of roundup. I think one of the things that's so important about this show is it isn't just about
1:55.5	entertainment, it's also about education. And so for me, I always liked the roundups because it
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