Frances and Peter: Coast FI Case Study [rebroadcast] | MHFI 245

Mile High FI Podcast

Doug and Carl chat with Frances & Peter to analyze the couple’s financial situation and determine the viability of their Coast FI strategy. They discuss investment strategies, personal financial goals, maintaining a balance between frugality & enjoying life, the potential of leveraging real estate, and other financial planning aspects.

Note: This is a rebroadcast of MHFI episode 186

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Help Doug & Carl pay for their Dumb & Dumber tuxedoes by providing support at Buy Me A Coffee.

Links

(*Some affiliate links so we might earn a commission if you buy something)

• Modern Bookkeeping Services
• Carl Jensen
• The FIoneers on MHFI episode 084
• Mad Fientist podcast, “1500 Days Podcast Takeover”
• Mr. Money Mustache
• Tim Ferriss, Mr. Money Mustache episode
• BiggerPockets
• Mr. Money Mustache, “What to Do About These High Interest Rates”
• Bill Perkins, “Die With Zero”
  • Kindle
  • Hardcover
  • Paperback
  • Audiobook
• Diania Merriam
• EconoMe Conference
• MHFI Facebook group
• Doug’s site
• Check out Producer Chris’s new blog: Epic Financial Journey

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**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

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0:00 Introduction

4:01 Coffee & asparagus

10:58 Coast FI definition

15:23 Retirement goals

21:08 Current housing situation

26:38 Roadblocks

32:02 Frugal in recovery

39:58 Envisioning the ideal life

45:42 Work situations & moving

51:58 Diving into the numbers

1:02:26 Resolving the housing situation

1:07:50 What would Carl & Doug do?

1:14:51 Soundcheck – The big event