Early Escape: FI & RE Guide
autor: Jake Carson and Lily Morgan
Nejnovější epizoda
Best States for LeanFIRE: Navigating ACA and Low-Tax Living
Best States for LeanFIRE: Navigating ACA and Low-Tax Living
O tomto podcastu
Early Escape: FI & RE Guide is your go-to podcast for navigating the journey to financial independence and early retirement. Hosted by Jake Carson and Lily Morgan, each episode dives into strategies, real-life stories, and expert advice to help you break free from the 9-to-5 grind and achieve financial freedom on your own terms. Whether you're just starting out or well on your way to FI, join us as we explore everything from saving and investing to mindset shifts and lifestyle hacks that will accelerate your path to an early escape. Tune in, and take the first step towards living life on your own schedule!
Epizody
Nejnovějších 20 z 49 epizod
- Best States for LeanFIRE: Navigating ACA and Low-Tax Living · 16 minIn this episode of Best States for LeanFIRE, Jake Carson and Lily Morgan explore the top states for those with a $2-3M net worth looking to maximize ACA benefits and minimize…
- Starting Smart at 25: Investing and Saving with Confidence · 11 minIn this episode of Starting Smart at 25, Jake Carson and Lily Morgan talk with a listener who’s earning a strong income but feels late to the financial planning game. Recently…
- Maximizing ACA Subsidies: Roth Withdrawals and MAGI Explained · 16 minIn this episode of Maximizing ACA Subsidies, Jake Carson and Lily Morgan answer a critical question about whether Roth withdrawals count toward the Modified Adjusted Gross Income…
- Rent or Own? Taking a Break from Homeownership for Financial Freedom · 24 minIn this episode of Rent or Own?, Jake Carson and Lily Morgan discuss a strategic dilemma faced by a listener who’s considering taking a planned break from homeownership. With…
- Navigating the Rule of 55: Timing Your 401(k) Withdrawals · 16 minIn this episode of Navigating the Rule of 55, Jake Carson and Lily Morgan tackle a listener’s question about whether the Rule of 55 applies after being laid off just before…
- Maxing Out Your 457b: When Does Employer Credit Risk Outweigh Tax Savings? · 9 minIn this episode of Maxing Out Your 457b, Jake Carson and Lily Morgan tackle a listener’s question about the risks of contributing to a non-governmental 457b plan. Our guest has…
- Sell or Stay? Navigating a Family Business Acquisition · 12 minIn this episode of Sell or Stay?, Jake Carson and Lily Morgan dive into a listener’s dilemma about running or selling a lucrative family business. As a co-owner and heir…
- Maximizing Your 401K: Roth Conversions and Strategies for FIRE · 11 minIn this episode of Maximizing Your 401K, Jake Carson and Lily Morgan tackle a listener’s question about what to do with a previous employer-sponsored 401K. With their wife’s new…
- Leaving the Megacorp: Navigating Career Changes in Big Tech · 18 minIn this episode of Leaving the Megacorp, Jake Carson and Lily Morgan sit down with a 34-year-old tech professional facing a career crossroads. Currently making upwards of $350K…
- Maximizing Your 457b: Strategies for Growth and Retirement · 13 minIn this episode of Maximizing Your 457b, Jake Carson and Lily Morgan explore how to make the most of your 457b plan as you approach retirement. Our listener is 38 with $48K…
- Assessing Your FIRE Readiness: Real-World Financial Review · 16 minIn this episode of Assessing Your FIRE Readiness, Jake Carson and Lily Morgan dive into a comprehensive review of a listener’s financial plan as they approach retirement. Our…
- Rebalancing for FIRE: Portfolio Management and Strategy · 19 minIn this episode of Rebalancing for FIRE, Jake Carson and Lily Morgan discuss the strategy of a listener who’s one-third of the way to their $1.5 million FIRE goal. With…
- Starting Strong: Investing and Financial Planning in Your 20s · 13 minIn this episode of Starting Strong, Jake Carson and Lily Morgan sit down with a 27-year-old listener who’s ready to take their first serious steps into investing. With a solid…
- Sequence of Returns Risk: Leveraging Loans to Protect Your Portfolio · 13 minIn this episode of Sequence of Returns Risk, Jake Carson and Lily Morgan tackle a strategic question about mitigating the risk of selling investments at a loss during market…
- Pay Off the Mortgage or Invest? Weighing Your Options for FIRE · 14 minIn this episode of Pay Off the Mortgage or Invest?, Jake Carson and Lily Morgan explore a common dilemma faced by many on the path to FIRE: should you use extra funds to pay off…
- FI But Can't RE: When an Easy Job Makes It Hard to Quit · 12 minIn this episode of FI But Can't RE, Jake Carson and Lily Morgan discuss a unique dilemma faced by a listener who has reached their FIRE number but can’t quite pull the trigger on…
- Saving $10K a Year: Is It Enough for Financial Success? · 22 minIn this episode of Saving $10K a Year, Jake Carson and Lily Morgan tackle a common question from a new earner who’s saving about $10,000 annually on a $33K salary. Our listener…
- What-If Syndrome: How Over-Planning Can Delay Your Path to FIRE · 25 minIn this episode of What-If Syndrome, Jake Carson and Lily Morgan dive into a growing trend within the FIRE community: people “what-iffing” themselves into delaying retirement…
- Balancing Youth and Savings: How to Enjoy Life and Plan for FIRE · 12 minIn this episode of Balancing Youth and Savings, Jake Carson and Lily Morgan talk with a 19-year-old listener who’s already achieved an impressive milestone of $50K in savings and…
- Decoding Retirement Calculators: Understanding Ficalc.app · 9 minIn this episode of Decoding Retirement Calculators, Jake Carson and Lily Morgan break down how to interpret results from popular retirement planning tools like ficalc.app. Our…
