Resources to Support Your Journey to Financial Independence
Your Path to FI Begins with Awareness
There is no “right way” to manage your finances, but you can create a system that works for you by learning from others. Simplification, automation, and education can make your financial journey much easier and enjoyable. The resources listed below are my top choices to help you along the way.
My Favorite FI Resources:
Financial Independence and Investing Education
The Simple Path to Wealth
Your Roadmap to Financial Independence and a Rich, Free Life
by J.L. Collins, "Godfather of FI"
This is the first book you should read about investing (and maybe the only one you need to read!).
The Psychology of Money
Timeless lessons on wealth, greed, and happiness
by Morgan Housel
To understand investing mindset, this book is the perfect follow-up to The Simple Path to Wealth.
ChooseFI
Financial Independence Community
Motivation from a community of FI experts! Both the podcast and book are must-consume content for everyone interested in FI.
The Fioneers
Helping You Enjoy the Journey to FI
with Jess and Corey
Content, courses, events, and more from the creator who coined the term "Slow FI" and popularized "Coast FI" - - Just check it out!!
Measure Twice Money
with Cody Garrett
Financial education from an advice-only financial planner passionate about helping DIY investors on the path to and through FI.
Tax Planning To and Through Early Retirement
by Cody Garrett and Sean Mullaney
This book is a must-read for learning the optimal saving and drawdown strategies to help you navigate your FI tax journey.
Money Apps and Services
Monarch
Money Management App
I LOVE this app, which I use to aggregate all my account info and track all my expenses, so I know exactly how much my life costs.
Copilot Money
Money Management App
An alternative app - designed for Apple products - to track your spending, budgets, investments, net worth, and organize your money life.
Trust & Will
Estate Planning Platform
Their “Learn” center offers a wealth of estate planning information. And they make legacy planning simple with services that include creating a will or trust online.
And of course, don't forget about the podcast!
For resources mentioned in the Invested Poorly podcast, see the individual Episode page for Show Notes where resources mentioned in that episode (if any) are listed.