Brad Barrett

In what has become an annual segment in the FI Weekly, Kevin Kelly is back on his 72nd birthday with 101 Additional Advices (I wish I had known). Some of my favorites: Try to define yourself by what you love and embrace rather than what you hate and refuse. Changing your mind about important things is not a consequence of stupidity but a sign of intelligence. Don’t work for a company you would not invest money in because when you work, you are investing the most valuable thing you have: your time.

In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B’s, toth conversion ladders, and the rule of 55. This week, we are joined by the “FI Tax Guy,” Sean Mullaney, to walk through examples and discuss some strategies you could use when accessing your retirement funds early.

In this episode: salary negotiation, knowing your worth, doing your own research, anchoring, and facing job offers. We often talk about the importance of shifting out of a scarcity mindset towards an abundant one, and this can mean leaving a job for a new one, or even asking for a higher wage. But how do you overcome the guilty feelings that can arise when wanting to level up?