In this episode: evolution, knowing the rules, making purposeful decisions, automation, and the return of the hot seat!

In the advent of making money, oftentimes we can find ourselves torn between a state of over-saving through budgeting and cutting expenses, and over spending just because we have the means to. But is that what we really are looking for in our respective FI journeys? With thoughtful planning and proper action maybe we can happy medium between the two that doesn’t feel over invasive. Today we are joined by Bo Loy to discuss the concepts of finding adventures that don't break the bank, purposeful decision making, and the perks of automating your money. Also we heard your feedback! Back by popular demand this week, Bo Loy will be answering questions in our freshly renewed segment, The Hot Seat!

Timestamps

1:26 - Introduction
2:23 - Evolution and Perspective
9:12 - It All Adds Up
14:22 - Reviewing, Insurance, and HSA
24:11 - Knowing the Rules
32:00 - Tax Loss Harvesting
37:45 - Making Purposeful Decisions
44:02 - Finding Free Adventures
49:01 - Automation
66:17 - The Hot Seat Returns
79:10 - Conclusion

Resources Mentioned In Today’s Episode

More Helpful Links and Resources:

Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy
Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence
Track your personal finances with Personal Capital
Keep learning or start a new side hustle with one of our educational courses
Slash your cell phone bill without sacrificing service with Mint Mobile

396 | The Valuist | Bo Loy 01:20:45 Share

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Shownotes Transcript

396 | The Valuist | Bo Loy