Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
All content for Forget About Money is the property of David Baughier and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
🏦 The Perfect Passive Portfolio for Early Retirement, 2025 Tax Changes, and Time Travel! 🕰️
Forget About Money
43 minutes
11 months ago
🏦 The Perfect Passive Portfolio for Early Retirement, 2025 Tax Changes, and Time Travel! 🕰️
🛠️ What does it take to build the perfect portfolio for early retirement? In this episode, we explore tax-efficient investing, real estate vs. index funds, and even throw in a fun twist with time travel!
Watch and Subscribe on YouTube [http://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
🌟 Whether you're planning for financial independence or navigating changes in 2025 tax laws, this episode is packed with actionable insights, debate, and a little imagination.
In this episode, we discuss:
1️⃣ Designing the Perfect Passive Portfolio: The role of index funds like VTSAX in early retirement.
2️⃣ Real Estate vs. Index Funds: Which is better for financial independence?
3️⃣ Tax-Efficient Contributions: How to maximize Roth IRAs, 401(k)s, HSAs, and taxable accounts.
4️⃣ Withdrawal Strategies: Optimizing portfolio withdrawals to minimize taxes in retirement.
5️⃣ 2025 Tax Changes: What the upcoming laws mean for retirees and early retirees.
6️⃣ Social Security and Early Retirement: Planning around potential tax-free benefits.
7️⃣ Time Travel Reflections: A lighthearted look at history, nostalgia, and financial foresight.
🔗 Sean's Links:
🎥 Sean's YouTube Channel [https://www.youtube.com/c/seanmullaneyvideos]
🌐 Sean's Website [https://fitaxguy.com/]
📘 JL Collins' Book The Simple Path to Wealth [https://jlcollinsnh.com/book/]
🔗 Carla's Links:
🎙️ Estate Planning with Sean Mullaney on Mile High FI Podcast [https://youtu.be/8nvFURIIhwY?si=mFhvW-Aij-61IYsB]
🔗 David's Links:
💰 Free Money Course [https://www.fiology.com/free-money-course/]
💡 The Perfect Passive Portfolio for Early Retirement [https://www.fiology.com/passive-portfolio/]
🍏 Forget About Money on Apple Podcasts [https://podcasts.apple.com/us/podcast/forget-about-money/id1730601757/]
🎧 Forget About Money on Spotify [https://open.spotify.com/show/5BQTKUPL6IHtXCEJTY9jYo/]
#passiveincome #financialindependence #taxplanningtips #seanmullaney
🎧 Listen & Subscribe: Dive into more episodes exploring financial independence, lifestyle strategies, and personal growth! Don't forget to hit subscribe and turn on the bell 🔔 for updates.
📜 Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. David and the Forget About Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.
Forget About Money
Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
