End of Year 2017 Review

ChooseFI | Financial Independence Podcast

Jonathan Mendonsa & Brad Barrett | Choose FI Media, Inc

Careers, Investing, Business

4.8 • 5.2K Ratings

🗓️ 29 December 2017

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

What if the best gift you could give costs nothing upfront but compounds for decades? Brad and Jonathan close out the year by unpacking a simple 529 hack for holiday gifting—then open the floodgates to listener voicemails that reveal just how far this community has come. From paying off massive debt to getting married, having kids, and completely rewriting their money stories, these aren't abstract wins. They're real people who radically shifted their financial lives in 12 months, and the threads that connect them all run through over 100 local groups worldwide. Key Topics Community Impact and Growth [00:06:14] The ChooseFI community has expanded to over 100 local groups worldwide. Listener Stories and Voicemails [00:11:00] Community members share their financial journeys, including increased savings, smart investment choices, and personal milestones like marriage and parenthood. Innovative Gift-Giving Ideas [00:03:08] Setting up education savings accounts as meaningful holiday gifts instead of traditional presents. ChooseFI Vault Resources [00:16:10] Overview of resources available in the ChooseFI vault, including templates and calculators for financial planning. Local Community Groups [00:30:00] Engaging with local FI groups to enhance the journey toward financial independence. Takeaways Consider setting up 529 or Educational Savings Accounts as part of holiday gift-giving. Engage with local FI community groups by visiting ChooseFI.com/local. Focus on spending habits that prioritize value and what truly brings happiness. Key Quotes "It's all about the community! We're in this together." – [00:06:14] "Achieve more without sacrifices!" – [00:42:32] "Focus on abundance, not sacrifice." – [00:44:40] Chapters Welcome and Year Recap [00:04:00] Listener Voicemails [00:11:00] Community Feedback and Reflection [00:18:00] ChooseFI Resources Overview [00:16:10] Local Community Groups [00:30:00] Future Plans for the Community [00:57:01]

Transcript

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0:00.0	Welcome to the ultimate crowd sourced personal financial. This is your Friday Roundup.
0:06.0	You're listening to Choose Appi Radio.
0:10.0	The blueprint for financial independence lives here.
0:21.0	If you're looking to unlock this secrets to financial independence and early retirement,
0:26.0	you're in the right place.
0:28.0	Stay tuned and join a community of like-minded people who are getting off the answer.
0:33.0	And taking control of their lives in the pursuit of financial independence.
0:37.0	Choose FI, your home for financial independence online.
0:41.0	All right guys, congratulations. You have made it to the weekend.
0:48.0	And this is our last show of the year, which is amazing. For those of you that are listening for the first time, my name is Jonathan and my co-hosts name is Brad.
0:55.0	We started the Choose FI podcast in January of 2017. And this has just been an absolutely mind-blowingly awesome year.
1:02.0	And this is going to be our last episode of the year. So we thought we would take one show and kind of walk you through everything that's happened over the past 12 months.
1:09.0	We're going to try and bring in as much feedback from our community as possible. The Friday episode has always been a crowd sour show. And we're going to try and outdo ourselves with this one.
1:16.0	So without any further ado, I have my co-hosts Brad here to help me today. How you doing buddy?
1:20.0	Hey Jonathan, I am just a little bit nervous. I'm just going to be a little nervous. I'm just going to be a little nervous.
1:24.0	I'm just going to be a little nervous. I'm just going to be a little nervous. I'm just going to be a little nervous.
1:27.0	Without any further ado, I have my co-hosts Brad here to help me today. How you doing buddy?
1:31.0	Hey Jonathan, I am doing quite well. Yeah, it's the day after Christmas. So we just had a whole bunch of family in town yesterday.
1:38.0	We have more family coming in a couple of days from now. I think we're going to have like 17 people here at the max, which is crazy from three different continents.
1:47.0	So yeah, we got a busy house. It's good fun though. Yeah. So Jonathan, how was your Christmas and your families?
1:53.0	Well, I have a large family. 17 people are not in my home, but it was an awesome, it was an awesome Christmas. My parents weren't town and my sibling tour as well.
2:00.0	And we decided for the first time ever to try a white elephant. Now you've heard me kind of berate or rant about how difficult gift giving is once you start getting into family and extended family and you start realizing that you have 20 something on presence that you're responsible for.
	...

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