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Thank you New Retirement and Mr. Roth! Well done and helpful information!!

If I buy the tool, is it downloaded on my machine and is the data stored on my computer, or is it in your hands?

Big fan of the website 🎉

She is a wise woman and I listen to her

Wow!! I'm saving and investing 65% of my monthly income. I am in a total different mindset after educating myself over the past decade or so. This is possible because I don't have any debt including a paid off mortgage.

❤❤❤

This is good, but what would make this a bit better would be to also allow for that bonus to repeat each year. Even better would be to allow it to model at a % fulfilled. For example, if I am sure I'll get a bonus each year but the amount of that bonus might fluxuate between $1800 and $2200.

Does a Solo 401k allow for the Rule of 55? Thanks, in advance, for your guidance.

Besides the curves/graphs, can NR show you in a tabulated form how much to withdraw out of each account (taxable, tax-deferred and tax-free) each year in order to meet your cash flow needs in a tax-efficient manner ?

Money equals freedom Freedom equals 😊❤

Where are the other lessons?

Very easy to follow Dana. I am three and half months away from retirement and I will contact you. Glad I found you. Ismail

Love love love Paula Pant. She is very smart, intelligent and humble.

Super interview. Breaking this content into chapters would be great.

We are doing a similar plan as we enter retirement. We have one rental house we just turned into an AirBNB and looking for another rental to pay in full that will be a short or long term rental. Feel more comfortable doing this versus putting a bunch of money in the stock market. Nice to be able to touch and feel investments!

Great interview! Just picked up the book. Sam has always been one of my favorite fire provocateurs. Pushing buttons by challenging conventions and making everyone a bit smarter in the process.

34:00 "the idea that the fed buying treasury bonds is going to spark some degree of hyperinflation now is hard to image"...the thing to learn from a surprise is that life is surprising

Nice show! Thanks,

I just found this company and website yesterday. I'm very impressed all the features

I use credit cards to make my purchases for the benefit of cash back, and immediately send a payment. This way I can earn cash back that then goes to my brokerage account.

Not indexing the Provisional Income threshold from 1984 is yet another example of a regressive tax on seniors. Between this and the Widow's Tax Trap, Congress should be ashamed of themselves.

This is exciting! You are being recommended by several retirement planners who I respect. Do you have a regular podcast? That would be lovely. Also Personal Capital linking sounds great.

As I understand, if you are retired early, converting Traditional to Roth IRA prior to age 59 1/2, you need to pay the tax on the conversion with money saved outside the IRA to avoid 10% early penalty. Is that correct?

Glad I found this Steve. I enjoy hearing from Dana. I've also purchased your new retirement tool, and am using it to model my planned retirement later this year.

Grupo firme

What a fabulous conversation. I am very grateful to JL Collins!

Hahaha. Minute 36- "If you only buy one, buy a blue sport coat." That was my teaching uniform.

I liked the little joke there at about minute 52- "How to live the life of Brian." A nod to Monte Python.

I have read the Simple Path To Wealth 3 times and will probably read it many times more. I have also suggested to many young people that they should read The Simple Path to Wealth. I WHOLE HEARTEDLY support and endorse what Collis espouses. Living below your income, staying out of debt and investing at least 50% of your income as early as possible is the perfect formula for attaining F you living and financial independence.

Nice addition. However, you forgot to add the "Retirement Age" selection to the start and stop age picklists under "Medical Expenses before 65"

Great. Thanks

Brilliant. Discovered this by accident earlier today! Great feature. I do note however that selecting 'Retirement' as a date option is not available in the Contribution Stop Age under Accounts & Assets - would be handy to be able to stop Contributions to certain investment assets once you retire.

I found my way to your channel after a search of Jack Brennan. Thanks for making the video. Out of curiosity I looked at your website to find out what you do. Two questions came to mind. #1) How are your firms goals and interest aligned with the client? #2) What is the cost range for various services that might be provided?

To skip all the introductiory blah-blah and go to the Roth Conversion discussion, skip to 20:00.

I really enjoyed this interview. It was the first time I heard JL Collins, and he gave the most helpful, and accessible advice that I have heard regarding investing and becoming FI. I look forward to reading his book and hearing more from him. Thank you!

I really enjoyed this video, you guys make so much sense.

The low cost total stock market index fund was the greatest investment vehicle ever invented.

Brilliant man. Excellent advice for long term investing.

simply brilliant.

These lessons should be taught in school.

Great advise , so simple . Live below your means, dollar cost averaging, invest for the the long term.

“People who choose to pursue FI are destined to be unicorns”

Great show. Love listening to Morgan but it always depends on the quality of the questions. This interview was well done. Hope this channel is a great success.

This is great thank you! I’m a recent grad and not making much but saving 15% currently and investing most of that (stocks, bonds, 403(b), Roth IRA). I have reduced my cost of living and I am working towards finding a higher paying job so I can save 50% and invest more. But until I get that job I am also working on curbing bad spending habits primarily around dining out by learning how to cook more! Thanks for the insight JL you are very direct and honest and I appreciate it.

I think we’re already seeing that swing back toward active investing. I thought I was doing really well with it until very recently. I was doing unbelievably well up until February when things turned. I’m looking into making the full switch to JLs strategy now. Luckily I’m only 31 so I didn’t waste decades doing this.

Mr. Collins has it figured out and he makes it easy and simple. It's great that he shares these important financial lessons.

JL Collins is brilliant! I wish I could have learned these lessons when I was 22. There should be a required one semester course for high school seniors about personal financial investing and savings. JL Collins could write the synopsis for the course. EVERYONE needs to learn these things. Learning about Chaucer and Shakespeare in high school did nothing to prepare us for life.

This episode is SOOOOOOOOO good. This is exactly what I preach in my financial coaching business. There's no right or wrong and no easy way to get rich. You need to know yourself and your weaknesses is exactly right. Thank you!!

JL is THE MAN!

People don’t like boring investing! They all are on TH-cam commenting on options contracts and other schemes to get wealthy quick🤷🏾‍♂️