Mark's Money Mind

Jan 13 2025 40 ep. 42 mins 11
Mark's Money Mind Podcast artwork

This educational personal finance show combines money lessons, timely topics, personal stories, and community wisdom to help listeners and viewers master their finances to enjoy a stress free life of financial freedom.

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New Year Financial Planning | Episode 039

Jan 13 2025 40 mins  
In this episode Mark shares his approach to starting the new year with a solid personal financial plan. He covers how to reflect on the past year's financial activities, organize income and expenses, and prepare a comprehensive one-page financial plan for the upcoming year. Topics include tracking income and expenses, calculating net worth, preparing for tax season, optimizing

Live from the FI Freedom Retreat in Bali | Episode 038

Jan 03 2025 53 mins  
In this episode of Mark's Money Mind, host Mark Trautman broadcasts from the FI Freedom Retreat in Bali co-hosting this ChooseFI podcast with Brad Barrett. They share their personal journeys and interview participants about their financial independence experiences. Mark and Brad discuss the challenges and triumphs of the FI community. Special guests like Sean discuss negotiatin

Giving Thanks by Helping Others | Episode 037

Dec 03 2024 17 mins  
In this heartfelt episode Mark broadcasts from the Bass Strait off the coast of Australia delving into reflections on life's ups and downs while sailing the rough seas. Mark shares his personal Thanksgiving reflections and discusses the importance of gratitude and giving back. Highlighting the efforts of the PKP Community Center for disadvantaged women and children in Indonesia

Navigating Job Loss: Essential Tips | Episode 036

Nov 20 2024 17 mins  
In this episode Mark broadcasts from the cruise ship Silver Nova off the coast of Australia. Mark addresses the critical steps to take if you or someone you know is laid off. Topics include understanding severance packages, health insurance options like COBRA, applying for unemployment benefits, managing emergency funds, consolidating retirement accounts, and reassessing financ

Insights from FI Freedom Retreat with Alan & Katie Donegan and Rachel Richards | Episode 035

Nov 09 2024 39 mins  
This episode takes place at the FI Freedom Retreat in Bali, Indonesia. Speakers Alan & Katie Donegan and Rachel Richards (Money Honey Rachel) share insights aligning personal identity with life vision. Discussions include the impact of self-perception on achieving goals, the benefits of financial freedom during life's challenges, and practical exercises to align one's identity

From Colorado to Bali: Travel and Money Tips | Episode 034

Oct 30 2024 26 mins  
In this week's episode Mark broadcasts from Bali, Indonesia, sharing his travel experiences and providing a comprehensive guide on organizing international trips both financially and logistically. He discusses using platforms like Booking.com for lodgings, redeeming points for flights and accommodations, and the benefits of eSIMs for cell phone usage. Mark also covers the impor

Estate Planning Insights and Listener Question | Episode 033

Oct 23 2024 33 mins  
In this episode Mark broadcasts one last time from Crested Butte, Colorado, before embarking on a two-month journey to Bali, Singapore, Australia, and New Zealand. This episode focuses on essential aspects of estate planning, such as the importance of wills, powers of attorney, healthcare directives and possibly a trust. Mark shares personal experiences, including updating his

The Fun Bucket: Transforming Savings into Enjoyment in Retirement | Episode 032

Oct 16 2024 54 mins  
In this episode of Mark dives into the ‘Fun Bucket' strategy with Kevin Sebesta, exploring how retirees can transition from a saving to a spending mindset. Originally discussed on the Forget About Money podcast hosted by David Baughier, the concept involves allocating funds specifically for enjoyable activities to facilitate guilt-free spending. The episode covers practical s

Educating the Next Generation to Achieve Financial Freedom | Episode 031

Oct 11 2024 33 mins  
In this episode Mark responds to a listener's email about how to teach financial literacy to high school students and children. Mark emphasizes the importance of simplifying finance concepts, highlighting his motto: 'Make Some, Save and Invest, Live on the Rest.' He recounts personal stories to illustrate industriousness, saving, investing, and conscious spending as vital compo

Exploring Secure Retirement Income and Strategies with Kevin Sebesta | Episode 030

Oct 04 2024 40 mins  
In this episode, Mark and special guest Kevin Sebesta discuss retirement planning strategies after attending a Rock Retirement Club event in Grapevine, Texas. The discussion emphasizes the concept of secure retirement income as an alternative to the 4% rule commonly discussed in the FI/RE (Financial Independence/Retire Early) community. Key topics include the importance of