Mindy On Money

Mindy (and Carl) talk about how to get your partner on board with Financial Independence.

• Carl brings up Mindy's mysterious old boyfriend, Mr. Pie
• How Carl and Mindy discovered FI
• Mindy (and Carl's) superpower that made them wealthy
• Carl/Cypress Hill
• Best tips for convincing a partner to FI
• JT, do you read the show notes?

In today’s episodes, Sean Mullaney, the FI Tax Guy answers questions from Mindy (and Carl).

Please note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Carl, and the Mindy On Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

• Is the stock market overvalued?
• What do you do if you have a high stock concentration?
• Donor advised funds!
• Sean's work

Links:

• Sean Mullaney: https://fitaxguy.com/
• Macrotrends: https://www.macrotrends.net/
• Simple Path To Wealth: https://amzn.to/4cwwUBy
• The Arithmetic of Active Management https://web.stanford.edu/~wfsharpe/art/active/active.htm
• Bogleheads conference: https://www.bogleheads.org/forum/viewtopic.php?t=429430
• Mindy on Money: https://www.mindyonmoney.com
• Mindy on Money facebook group: https://www.facebook.com/groups/mindyonmoney Thanks for listening!

Mindy and Carl talk about what expenses will look like post-retirement:

• First, they answer a retirement tax question from a listener.
• Then, they list the reasons why they think expenses will be less in retirement.
• And The Bull gets a name?!??

Links

• ProjectionLab: https://projectionlab.com/
• Eric Cooper: https://mindyonmoney.com/s1/30
• HelloNectarine: https://hellonectarine.com/
• Mindy On Money: https://mindyonmoney.com/
• Facebook group: https://www.facebook.com/groups/mindyonmoney

Email

• Mindy: [email protected]
• Carl: [email protected]
• The Bull: [email protected]

Thanks for listening!

Someone recently asked Carl if he regretted retiring early. Mindy (and Carl) ponder the question on this week's episode.

Links:

• Money Will Solve Money Problems: https://www.1500days.com/money-will-solve-money-problems/
• Ramit: https://mindyonmoney.com/s1/2
• Hoffman Process: https://www.hoffmaninstitute.org/the-process/
• Pool School: https://www.swimuniversity.com/pool-podcast/
• Hot Tubs 101 https://www.swimuniversity.com/hot-tub-podcast/

Thanks for listening!

Today we talk about having Enough. Enough money. Enough investments to carry you through early retirement and on to traditional retirement.

• How do you know when you have Enough?
• And once you have it, how do you leap into the Great Beyond (quit your job)?
• Should you be thoughtfully reckless?

And some ridiculous Cybertruck banter.

Links

• MindyOnMoney site
• Stuff we like
• Mindy On Money YouTube
• Enough worksheet: https://mindyonmoney.com/enough
• Playing With FIRE book

Thanks for listening!