Course curriculum

  1. 01
    • 1. Introduction to FI-Losophy

    • 2. Overview of Items, Ranges & Basic Settings

    • 3. Your "Chance of Success"

    • 4. Inflation, Today's/Tomorrow's Dollars & Growth Override

    • 5. Adding a Spouse

    • 6. Income Tax

    • 7. Pain?

  2. 02
    • 1. Experience, Environment & Financial Independence

    • 2. Modeling Recurring Expenses

    • 3. Modeling Variable Expenses (like the 4% Rule)

    • 4. Paying Down Debt

    • 5. Modeling 'Gaps' between Ranges

    • 6. Expenses that Outpace Inflation

    • 7. The Default Account

    • 8. Basic Account Attributes

    • 9. The Experience of YOUR Environment

  3. 03
    • 1. Rationalism and FI "Root Truth"

    • 2. Account Types and Properties

    • 3. Roth Conversions

    • 4. Required Minimum Distributions (RMDs)

    • 5. Account Contributions - Funded and Unfunded

    • 6. Expenses Sourced Directly from an Account

    • 7. YOUR FI Root Truth

  4. 04
    • 1. Now & Zen

    • 2. Modeling Equity in Your Home or Rental Property

    • 3. Tax Calculations and Options

    • 4. Drawdowns - Automatic & Manual

    • 5. So - Are You Your Bank Account?

  5. 05
    • 1. Meditating Our Way out of Tedium

    • 2. Tracking Your Progress

    • 3. Income and Expense Output Tables

    • 4. Accounts Output Tables

    • 5. Drawdown Output Table

    • 6. Grand Total Output Table

    • 7. Annual Metrics

    • 8. Living Meditation

  6. 06
    • 1. All Models are Wrong

    • 2. Quick and Basic Analysis

    • 3. Advanced Analysis and Options

    • 4. Comparing Scenarios

    • 5. Auto-Adjust Expenses and Growth Expectations

    • 6. Are the Models Really Wrong

  7. 07
    • 1. The Unbearable Lightness of Being

    • 2. Creating Goals

    • 3. Trajectory and Calculation View Option

    • 4. Other View Options

    • 5. Using Age Ranges to Model Past & Future

    • 6. The Ultimate Freedom and Independence