It’s been one full year since we hit CoastFI—and we’re recording this episode from the woods, camping and reflecting on everything that’s happened since Matt stepped away from the 9-to-5 grind. In this candid conversation, we open up about the emotional shifts, role reversals, and lessons we’ve learned along the way. Matt shares the transition into being a stay-at-home dad and the unexpected physical and emotional toll, while Yana discusses stepping up as the primary income earner. We also di...
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It’s been one full year since we hit CoastFI—and we’re recording this episode from the woods, camping and reflecting on everything that’s happened since Matt stepped away from the 9-to-5 grind. In this candid conversation, we open up about the emotional shifts, role reversals, and lessons we’ve learned along the way. Matt shares the transition into being a stay-at-home dad and the unexpected physical and emotional toll, while Yana discusses stepping up as the primary income earner. We also di...
The Waterfall Strategy: Which Financial Buckets to Fill First on Your FI Journey (Ep.07)
CoastFI Couple
34 minutes
11 months ago
The Waterfall Strategy: Which Financial Buckets to Fill First on Your FI Journey (Ep.07)
In today’s episode, Yana and Matt dive into the essential steps of financial planning, breaking down the critical "order of operations" when it comes to managing savings and investments on your path to Financial Independence. Which bucket should you fill first? From building a strong emergency fund and taking full advantage of employer retirement contributions, to navigating the complexities of HSAs and Roth IRAs, we outline each step. We also explore strategies for automating your retir...
CoastFI Couple
It’s been one full year since we hit CoastFI—and we’re recording this episode from the woods, camping and reflecting on everything that’s happened since Matt stepped away from the 9-to-5 grind. In this candid conversation, we open up about the emotional shifts, role reversals, and lessons we’ve learned along the way. Matt shares the transition into being a stay-at-home dad and the unexpected physical and emotional toll, while Yana discusses stepping up as the primary income earner. We also di...
