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FULBRIGHT FINANCIAL CONSULTING, PA 

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Financial Independence Retire Early Part 2 with Paul Merriman and Ed Fulbright on Mastering Your Money Radio

Part 2 of Do You Want To Retire Early? F.I.R.E. is an acronym. It stands for Financial Independence Retire Early. There's a growing movement of people who are practicing FIRE principles and retiring decades earlier than expected as a result. Smart, often middle-income earners are using a simple formula of high savings rates (50-70% of their incomes) + frugal living (minimalism) + low-cost stock index fund investing (Warren Buffett’s standard investment advice) in order to reach financial independence within short, usually around 10-year periods of time. For obvious reasons, FIRE is sometimes referred to as “the ultimate life hack.” This large and growing community has an ever-increasing cadre of 100+ high-traffic bloggers, most of whom chronicle their FIRE journeys and publish details of their methods, and report their actual personal financial information along the way. It’s a fascinating voyeuristic genre with an alluring punchline: retire early and pursue your true passions! There is more and more journalistic coverage of FIRE. Just search Google News for “early retirement” or “early financial independence” and you’ll find almost daily coverage of this fascinating phenomenon. Joining us for our discussion on Do You Want To Retire Early? is who is calling in from his Seattle Washington WA office . Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via complimentary eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at Paulmerriman.com . He has 3 Complimentary Ebooks “First Time Investor: Grow And Protect Your Money,” “101 Investment Decision Guaranteed To Change Your Financial Future,” And “Get Smart Or Get Screwed: How To Select The Best And Get The Most From Your Financial Advisor.” WELCOME BACK TO MASTERING YOUR MONEY, PAUL MERRIMAN

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Financial Independence Retire Early Part 1 with Paul Merriman and Ed Fulbright On Mastering Your Money Radio

Do You Want To Retire Early Part 1? F.I.R.E. is an acronym. It stands for Financial Independence Retire Early. There's a growing movement of people who are practicing FIRE principles and retiring decades earlier than expected as a result. Smart, often middle-income earners are using a simple formula of high savings rates (50-70% of their incomes) + frugal living (minimalism) + low-cost stock index fund investing (Warren Buffett’s standard investment advice) in order to reach financial independence within short, usually around 10-year periods of time. For obvious reasons, FIRE is sometimes referred to as “the ultimate life hack.” This large and growing community has an ever-increasing cadre of 100+ high-traffic bloggers, most of whom chronicle their FIRE journeys and publish details of their methods, and report their actual personal financial information along the way. It’s a fascinating voyeuristic genre with an alluring punchline: retire early and pursue your true passions! There is more and more journalistic coverage of FIRE. Just search Google News for “early retirement” or “early financial independence” and you’ll find almost daily coverage of this fascinating phenomenon. Joining us for our discussion on Do You Want To Retire Early? is who is calling in from his Seattle Washington WA office . Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via complimentary eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at Paulmerriman.com . He has 3 Complimentary Ebooks “First Time Investor: Grow And Protect Your Money,” “101 Investment Decision Guaranteed To Change Your Financial Future,” And “Get Smart Or Get Screwed: How To Select The Best And Get The Most From Your Financial Advisor.” WELCOME BACK TO MASTERING YOUR MONEY, PAUL MERRIMAN

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MYM 07-14-2019 Tax Planning In The Four Stages of Retirement with Ed Fulbright, CPA, PFS on Mastering Your Money Radio

Retirement can be a new, complex world. Our goal here is to help you understand that the retirement distribution game – spending assets in retirement – is much different than the accumulation game when you’re saving for retirement. Chances are, you have been in the accumulation phase of your life for several decades. You’ve been working hard trying to save money and hopefully your accounts have grown. But now, as you enter or prepare for retirement, you’re in an entirely different phase… The distribution phase. And the distribution phase has new, strange rules that can catch people off guard. Along with those new rules, there are often many changes in your own personal life that can have a big impact on your taxes, too.

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