Live from CampFI Rocky Mountain Week 2 | Episode 022

Join host Mark Trautman and co-host Kevin Sebesta for a special live recording from CampFI Rocky Mountain Week 2 in Colorado Springs. 

Explore attendee questions on taxes, investing, retirement and financial independence with insights from Sean Mullaney, the FI Tax Guy, and Travis Hughes of Downshift Financial.

If you would like your question answered on the show, please send an email to [email protected] and put “podcast question” in the subject line.

Episode Links:

Mark’s Money Mind YouTube channel

CampFI

Kevin Sebesta - Life in FIRE

Sean Mullaney - The FI Tax Guy

Travis Hughes - Downshift Financial

Social Security

Open Social Security calculator

Michael Kitces “Hybrid/Hybrid” LTC approach (Sorry, I could not locate this white paper)

The Fun Bucket

CampFI - Life Lessons from the First Year of Early Retirement

Rock Retirement Club

Sean Mullaney YouTube Videos

Sean Mullaney - Mullaney Financial & Tax

Timestamps:

• 00:53 Meet the Co-Host and Special Guests
• 02:52 Understanding the Slackers
• 04:38 Tax Impacts of Renting vs. Buying
• 06:03 Maximizing 401k Contributions
• 08:37 Divesting from Real Estate
• 10:39 Optimizing Health Savings Accounts (HSAs)
• 15:52 Super-funding a 529 Plan
• 22:08 Investing for Midterm Goals
• 26:06 Selecting 401k Funds
• 28:39 Socially Responsible Investing in FI
• 31:09 Incorporating Social Security into FI Plans
• 37:34 Understanding Pensions in Financial Planning
• 39:40 Roth Conversion Strategies Explained
• 42:06 Navigating 457 Plans and Tax Planning
• 45:32 Life Insurance vs. Long Term Care Insurance
• 51:49 Choosing the Right Financial Advisor
• 56:33 Spending in Early Retirement
• 58:25 Overcoming Financial Worries and Emotions
• 01:01:51 Building a Life to Retire To
• 01:04:49 Biggest FI Regrets and Lessons Learned

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This show is for education and entertainment purposes only and should not be considered investment, tax, or legal advice. Please consult the appropriate advisor or advisors before implementing anything you hear on this show or any other show for that matter.

Mark, his guests, and the Mark’s Money Mind show do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services or Travis Hughes, Downshift Financial and their services.