Sound Investing

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

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Insights into Financial Independence


How to live the best life you can is the main focus of this conversation between Paul Merriman, Chris Pedersen, Daryl Bahls and Craig Appl, volunteer creator of The Merriman Financial Education Lifetime Calculator. Craig discusses the FIRE movement community and his experience at a Chautauqua Conference about financial independence outside Bogotá Colombia earlier this year. Craig addresses the differences between traditional investors and those focused on earlier retirement (high savings, low cost of living, simple investment portfolios) and how to create more happiness in your life.

For more about Craig’s Chautauqua experience, read “How To Prepare for Post-Work Life” by Aysha Griffin

Links referenced in the recording:

The Chautauqua conference website: https://www.fichautauqua.com/

Financial Independence Resources:

- https://choosefi.com/

- JL Collins Stock Series which inspired the book A Simple Path to Wealth https://jlcollinsnh.com/stock-series/ (check your local library for availability)

- Millennial Revolution: https://www.millennial-revolution.com/
Quit Like a Millionaire

- Alan Donegan's Free Extraordinary Life course:

- https://www.alandonegan.com/extraordinary.html

- https://www.caniretireyet.com/

- https://thehumblepenny.com/

Books

- A Simple Path to Wealth by JL Collins

- Your Money or Your Life by Vicki Robin

- Your Complete Guide to a Successful and Secure Retirement by Larry Swedroe

- Why Does The Stock Market Go Up? By Brian Feroldi
- Quit Like a Millionaire by Kristi Shen


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 December 14, 2022  1h14m