ChooseFI | Financial Independence Podcast for the Mr Money Mustache & Stealth Wealth Community
Jonathan & Brad explore the world of Financial Independence. They discuss reducing expenses, crushing debt, building passive income streams through online businesses and real estate. How to pay off debt, Crush your grocery bill and travel the world for free. Every episode is packed with content and actionable tips and no topic is too big or small as long as it speeds up the process of reaching financial independence. If Mr Money Mustache, Tim Ferriss & Pat Flynn came together to make a podcast, this is what it would look like.

Jonathan Mendonsa & Brad Barrett| Choose FI
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058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny

A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk.

On today’s episode we cover:


  • Roundtable Q&A with two Certified Financial Planners
  • Kyle and Danny’s backstory
  • How they learned about FI
  • Why you should use the services of a CFP
  • How they act as an educator and therapist between spouses
  • What financial planning looks like in practice
  • The different CFP models
  • Why everyone should talk to a CFP
  • How to find a CFP
  • Why it is important that your CFP is a fiduciary and how to make sure
  • The changes with the new tax bill
  • The steps between the accumulation and drawdown phase
  • Biggest mistakes clients make
  • How to get both spouses on the same page
  • The importance of keeping records
  • How to deal with people who panic
  • Risk management outside of investments
  • Why it’s worth getting long term disability insurance
  • When should someone consider index funds
  • Importance of mixing US and international investments
  • Hotseat questions


Links from the show:


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2018-01-15 06:00:00 UTC

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