Two Sides of FI

Financial Independence at 50 (Finally!)


Listen Later

After years of planning, Eric and Laura have finally reached their FI number at 50! They discovered the FIRE movement 5 years ago and set their sights on achieving financial independence by 2024. Now, with both of their boys off to college, a paid-off home, and a 80/15/5 split between equities, fixed income and cash, they’ve officially hit their financial independence (FI) goal and plan to retire early.

In this episode, they discuss the challenges of moving goalposts, their decision to keep running Eric's business, 30X40 Design Workshop (on their own terms), and their plans for the future. Laura will be leaving her job as a research scientist in January 2025 to operate 30X40 remotely, with a goal of maintaining a flexible, time-limited schedule. They also cover practical topics like their pretax/taxable split, health insurance considerations, and their withdrawal strategy. Learn what reaching FI looks like for them, the steps they’re taking next, and what their plans are moving forward!

Show notes: https://twosidesoffi.com/GFY

...more
View all episodesView all episodes
Download on the App Store

Two Sides of FIBy Jason and Eric

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

439 ratings


More shows like Two Sides of FI

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,572 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,254 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

The Stacking Benjamins Show

1,999 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

548 Listeners

ChooseFI by ChooseFI

ChooseFI

5,151 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,098 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

453 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

832 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

595 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,623 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

206 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,455 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

356 Listeners