The Fun Bucket – Overcoming the Frugality Mindset

Many, if not most, people on the path to Financial Independence (FI) ultimately adopt the frugality mindset to reach their FI goal.

During this time, the focus is on accumulating enough assets (or passive income) to have the option of not working for money to support your chosen lifestyle. At that point one has reached Financial Independence. Continue Reading →

Paying It Forward – An Early Retiree Case Study

I was recently asked to write a guest post for the Can I Retire Yet? blog about my journey to financial independence and what I have done since my early retirement at the end of 2015. This post required a lot of personal self-reflection where I discuss my early Money Mindset, some major inflection points in my financial journey, enlightenment from an unlikely source, and ultimately finding my path to financial independence. Post retirement, I did not have any specific Continue Reading →

Portfolio Drawdown Anxiety – Discussions at CampFI

This past weekend, I had the fortunate experience of attending CampFI for my first time. CampFI is a weekend long retreat where people curious about, in their pursuit of, or those who have already attained financial independence (“FI”), participate in discussions and presentations (and impromptu pop-up podcasts!) about any and all subject matter revolving around this concept. First and foremost, for me at least, it is an event where I was able to meet community members “IRL” (in real life Continue Reading →

A Readers’ Guide to Financial Independence

Many people who know me are aware that I am a voracious reader! I am often asked for book recommendations on the topics I am most passionate about: personal finance, investing and financial independence. In an attempt to answer that question, and to offer a response that I can easily direct anyone toward, I have compiled a list of some of the top books that I feel may offer the biggest impact on one’s own journey toward financial independence. The Continue Reading →