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

December 10, 2024 01:17:02
Frances and Peter: Coast FI Case Study [rebroadcast] | MHFI 245
Mile High FI Podcast
Frances and Peter: Coast FI Case Study [rebroadcast] | MHFI 245

Dec 10 2024 | 01:17:02

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Show Notes

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

This episode is brought to you by GhostBed.  Doug has the GhostBed Luxe Mattress and loves it!  Take the 3 minute sleep quiz to see which mattress is right for you.  Save 50% site-wide on your new mattress, bed frame, pillow, and bedding over at GhostBed (coupon code: MILEHIGHFI)

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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

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