Tag: investment strategy

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EP 23: Erik Jenson: Real Estate Investing with Training Wheels

Today on episode 23 I’m happy to welcome climber, dentist, and real estate investor, Erik Jenson. In addition to paying down hundreds of thousands of dollars in student loan debt, Erik is now living rent- and mortgage-free through the process of house hacking. This form of real estate investing involves renting out rooms in the home where he lives, allowing him to build equity and repeat the process with additional properties. Referring to this process as “real estate investing with training wheels,” Erik is generating an outsized return compared to the single-family home so many of us consider “investments.”

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EP 16: (Part 1) The Boring Guide to Successful Investing

This week on episode 16 I want to revisit a two-part series on the nuts and bolts of our very simple investing strategy. I wrote these posts early in the history of this website, back in late 2018. We felt an investing strategy needed to be simple and lasting, so you might be surprised to learn how boring it all seems. But in this case, boring is good.

And like a simple investing strategy should be, it really hasn’t changed much. However, once we achieved financial independence and left our traditional jobs, we have made some minor changes to our plan. And I’ll share those changes with you today.

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Wealth Inequality: Can We Solve This?

Believe it or not, most Americans are in better financial shape as a result of the pandemic. America has a cash glut. Is this the moment to shift the tides of wealth inequality?

Both the Trump and Biden administrations have pumped trillions of dollars into the economy via stimulus packages. Home values are exploding, a windfall for existing homeowners. The stock market has been absolutely crushing it, inflating the net worth of investors and widening the wealth inequality gap between investors and non-investors. Plus, with pandemic restrictions, we’ve simply been spending less.

Those that are home owners, stock market investors, and beneficiaries of the 2020 and 2021 stimulus checks have seen their income and net worth rise dramatically since 2019.

Who’da thunk it? And where do we go from here?

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Sustainable Investing: Five Important Considerations

So…are you perhaps interested in investing but want to do right by the world? How do we weigh the obvious benefits of investing against the hypocritical feeling that we are funding the dark side of the capitalist system? Many choose a path of sustainable investing, choosing to forego certain companies or industries from their portfolio altogether. But are we accomplishing anything with this approach?

Today we take a wide-ranging view on the ethics of investing, the fundamentals of consumerism, human behavior, and the efficiency of economies to adapt to changes in consumer sentiment. In doing so, we examine five key considerations with sustainable investing.

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EP 5: Diana Crabtree Green: Pay Yourself First

Today I bring you a discussion with Diana Crabtree Green, a rock climber and now part-time Certified Public Accountant (CPA) with more than twenty years of experience in personal finance and tax.

Diana is another one of these climbers that I didn’t think existed in large numbers when I started this project three years ago: Diana and her husband could technically be retired in her 40s. But they both continue to work, at least part time. We’ll discuss why they’ve chosen this balanced approach.

Learn how outdoor enthusiasts are primed to get the ball rolling.

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EP 1 🎙: Mike Tritt: Rocking in the Free World

Today I’m very happy to bring you a live, in-the-flesh interview with Mike Tritt, a Denver-based climber who achieved financial independence and retired from his mechanical engineering job at age 35.

Mike now climbs full-time and supports his fiancée Suzanna in her career, which she has chosen to continue pursuing. In this interview we discuss how Mike juggled climbing with a career and then walked away from mandatory work in his 30s. We address how Mike is striking a balance between a home-based relationship and the desire for long trips on the road. Finally, we take on the subject of purpose in life without traditional work. Plus, so much more!

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