Two Sides of FI

Jason and Eric
  • 5.0 (11)
  • INVESTING
  • UPDATED FORTNIGHTLY
Two Sides of FI Podcast

Whether you are new to the financial independence / retire early (FIRE) movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.

  1. Financial Independence at 50 (Finally!)

    26 AUG

    Financial Independence at 50 (Finally!)

    After years of planning, Eric and Laura have finally reached their FI number at 50! They discovered the FIRE movement 5 years ago and set their sights on achieving financial independence by 2024. Now, with both of their boys off to college, a paid-off home, and a 80/15/5 split between equities, fixed income and cash, they’ve officially hit their financial independence (FI) goal and plan to retire early. In this episode, they discuss the challenges of moving goalposts, their decision to keep running Eric's business, 30X40 Design Workshop (on their own terms), and their plans for the future. Laura will be leaving her job as a research scientist in January 2025 to operate 30X40 remotely, with a goal of maintaining a flexible, time-limited schedule. They also cover practical topics like their pretax/taxable split, health insurance considerations, and their withdrawal strategy. Learn what reaching FI looks like for them, the steps they’re taking next, and what their plans are moving forward! Show notes: https://twosidesoffi.com/GFY

    43 min
  2. He Earned a Million Dollars Trading This Option Strategy

    18 AUG

    He Earned a Million Dollars Trading This Option Strategy

    How would you like to earn $80,000 a year trading options against your existing portfolio? That's exactly what our guest, Karsten "Big ERN" Jeske, has achieved. In today's episode, Jason talks with Karsten about his simple SPX options trading strategy. Be sure to see the show notes linked below for definitions, associated blog posts, and more. Show notes: https://twosidesoffi.com/options

    52 min

  3. 4 AUG

    Our 80/20 Rules for Early Retirement: How We Did It

    If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money (Ray Dalio). In this episode, Eric and Jason talk about their personal "80/20 Rules" for retiring early. That is, the decisions they made along the journey that served as key pivot points towards ensuring their achievement of financial independence. Show notes: https://twosidesoffi.com/roads

    43 min

  4. 21 JUL

    Checking In: Year One of Early Retirement

    A year later, Jason and Eric check in with their friend Erik, who retired early at 49 while his wife continues to work. In this follow-up episode, we find out how things are going and what important lessons he learned during his first year of early retirement. Show notes and our earlier chat with Erik - https://twosidesoffi.com/erik

    47 min

  5. 30 JUN

    Four Years Later: What I Wish I Knew Before Retiring Early

    Four years after retiring early at 47, Jason reflects on the key lessons he wishes he knew beforehand. He discusses his portfolio, spending habits, healthcare, mental health, relationships, and more. Show notes: https://twosidesoffi.com/fouryears

    43 min

  6. 22 MAY

    Retired Early? Here’s How to Pay Yourself

    How do you plan to set up your retirement paycheck to avoid running out of money? In this episode, Jason talks with Eric about how he uses a free online tool to manage his finances in early retirement. Topics covered include his variable withdrawal strategy, managing cash, portfolio rebalancing, and much more. FREE SWR tool and show notes: https://twosidesoffi.com/toolbox

    40 min

  7. 5 MAY

    When is Enough, Enough? Working After Financial Independence

    Why would anyone continue to work for money once they've achieved financial independence? In this episode, Eric and Jason discuss this common practice, including why Jason and Lorri currently have part-time jobs post-FI. Topics covered include de-risking retirement, charitable giving, skill-building, and more. Show notes: https://twosidesoffi.com/enough

    45 min

  8. 21 APR

    Unexpected Reactions to My Early Retirement

    Contempt, concern, surprise, envy, admiration, and support; just a few of the reactions Laura received when she announced she was retiring early, closing her biomedical research laboratory, and beginning a new phase of life beyond work. Some reactions were expected and some surprised her. In this episode, Eric and Laura unpack these interactions and chart their next steps as they prepare to leave work and step into early retirement. Show notes: https://twosidesoffi.com/unexpected

    38 min
See All (87)

5
out of 5
11 Ratings

About

Whether you are new to the financial independence / retire early (FIRE) movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.

Information

  • Creator
    Jason and Eric
  • Years Active
    2021 - 2024
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Two Sides of FI

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