Retire Early with a FIRE Plan - Financial Planning - Part 1

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  • Опубліковано 15 лис 2024

КОМЕНТАРІ • 102

  • @georgec2894
    @georgec2894 5 років тому +6

    This channel keeps getting better! Remember first seeing you on Matt McKeever’s channel a while back! I’m ‘at least’ lean FIRE at 26... and planning is an area I’m focusing a lot of energy toward now.

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Love it George!
      Thanks for following! I'm really trying to up my game!

    • @icefishing804
      @icefishing804 5 років тому +1

      I'm trying takes time. I got the job, now I just need the investments

  • @arlenebraithwaite1645
    @arlenebraithwaite1645 5 років тому +9

    Hi Mike I am a 61 year old woman and am really learning a lot from the FIRE MOVEMENT from your videos

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Arlene Braithwaite welcome to the fire movement Arlene :)

  • @jpminetos
    @jpminetos 5 років тому +2

    Typical Mike, coming up with genuine, value content. You’re one of a few influencers I directly tell people to watch!

    • @MikeRosehart
      @MikeRosehart  5 років тому

      JP M thanks!! I really appreciate that!

  • @justicealexandre1740
    @justicealexandre1740 4 роки тому +1

    I’m happy that there’s finally a Canadian doing the movement and sharing information out there for us 👌🏿

  • @theselfredefined
    @theselfredefined 4 роки тому +4

    Thank you! Really great video.
    Summary of the plan but he talks in depth on each:
    1) Have an Investor Profile Statement
    2) write Goals and your dreams - and cost associated
    3) plan for Unexpected events
    4) Forecast income
    5) Insurance
    6) Investment style

  • @accomplishedtheory9502
    @accomplishedtheory9502 5 років тому +1

    You're a really smart guy. Hard to come across guys who know anything about balanced investing and stocks when they are heavy into the rental properties. Good stuff! Hope to see a stock vid. Show us some of your winners and losers and how you dealt with the volatility and what made you jump ship off any of them. THanks!

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Tyler P thanks :)
      Definitely I’d be happy to do that.

  • @emmabrown3799
    @emmabrown3799 4 роки тому +1

    I discovered this channel recently, is so inspiring and useful. I wished there were some downloads as resources, eg. a template of a financial plan containing all the info and tips on the video

    • @MikeRosehart
      @MikeRosehart  4 роки тому

      Emma Brown I had templates sort of available but my website is down atm

  • @Vero6891
    @Vero6891 5 років тому +1

    What an incredible video full of good information! Cant wait for next week!

  • @dontrinh7686
    @dontrinh7686 5 років тому +1

    I really need to get on this, but honestly man. I am too lazy. My financial planning is so basic its sad. I want to have financial freedom but i take it in me to go in so deep for planning. All i can do is just push forward and achieve more passive cash flow.
    Nice video man!LEGIT my favourite online financial advisor.

    • @Alex-kd7oe
      @Alex-kd7oe 5 років тому

      don trinh watch more of these videos imagine it in your head and your passion will grow and hopefully overcome the laziness!

    • @MikeRosehart
      @MikeRosehart  5 років тому

      don trinh thanks Don!
      Kickass Personal Finance from Mike Rosehart!

  • @lexushummer1830
    @lexushummer1830 5 років тому +1

    Great job man! Really helping me out. Im glad i caught on to this paige early. I would really like to have a chat about where i can be placing my capital to let it grow over 30 to 40 years. Thanks for everything! Fire plan!!! 🔥🔥🔥

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Lexus Hummer thanks for the support!
      If I can help, happy to :)

  • @FixtheGame
    @FixtheGame 5 років тому +2

    Nice FIRE content from a fellow Canadian! Happy to see more out there.

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Fix the Game - Become financially independent! Thanks!

  • @dsinformation6640
    @dsinformation6640 5 років тому +1

    Thanks for the information. I'm anticipating the follow up video.
    Good information.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      d's information thanks! :)
      Looking forward to dropping Part 2

  • @touchsmith4630
    @touchsmith4630 Рік тому +1

    I am new to your channel I'm glad I saw this I'm receiving social security already I don't get a lot of months in social security because I took it early and I didn't want to work till 67 How can I build something for myself on that social security income which is very low So I can give something started for myself

    • @MikeRosehart
      @MikeRosehart  Рік тому

      Start with a couple dollars a day. Put it into an index fund that buys a small piece of every company on the stock market. Diversification & long term it’ll build into a massive passive income portfolio.
      Could you try a side hustle to make some extra income with any of your passions?
      Resell things on marketplace?

  • @QuesttoFIRE
    @QuesttoFIRE 5 років тому +6

    Love the FIRE vids🔥🔥🔥 I’ll get there someday! Documenting the good, bad, and ugly on my channel. By the end I hope I’ll prove that the FIRE movement is not dead, AND achievable on a middle class income. (I’m in the USA)

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Quest to FIRE frugality wins out on the quest to fire :)

  • @frazhussain5485
    @frazhussain5485 5 років тому

    no problem mike bro your always most very welcome at anytime take care rockstar.

  • @aqueen13
    @aqueen13 5 років тому

    I love this! Thank you for sharing your insights, it is very helpful for those of us at the beginning of this process. I would love to see a video overview of the multi page excel spreadsheet you used to achieve FIRE along with access to it as a template. Love your videos, thanks again!

  • @ThunderTiger0801
    @ThunderTiger0801 5 років тому +1

    Hey Mike! I absolutely love the content your putting out there! The videos are full of value and fun to watch! ( A few sound effects too much though😉) Im 17 and from Germany and want to get into Real Estate to build passive income streams for the future🔥 What would you recommend me to do in order to get started like what are the first steps🤔🚀

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Nino Jones thanks for jumping in here :)
      100% true, and check-out my
      Video REal Estate Investing for Beginners :)

  • @K.P.777
    @K.P.777 5 років тому

    You are awesome! So glad I found your channel

  • @anils1993
    @anils1993 4 роки тому +1

    I am from india. Your article is shared in local language. I have started investing in share market

  • @floridasingularity3700
    @floridasingularity3700 5 років тому +2

    Love the video and channel, but there are way too many ads on one video. 12 minutes in and I've had to deal with about 3 already. Not sure if you are tweaking your monetezation or if this is how you want it - hoping this gives you some good feedback.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Florida Singularity ya that’s weird, not sure why that is. I’ll manually drop it to 1 for this video

    • @shadefowosere6318
      @shadefowosere6318 4 роки тому

      I do pay couple of bucks a month for ad-free on my UA-cam account. Saves me hours a year of listening to irrelevant ads that are trying to sell me stuff that does not add value to me. You might want to look into that too.

  • @katrinapeacock8317
    @katrinapeacock8317 5 років тому +1

    Hi Mike. I’m new to your channel and new to the FIRE concept but I soaked in every word of this two part video. Thank you for your excellent content!!
    Any tips would be gratefully received... I’m 50 single (my boyfriend was born in London Ontario and speaks just like you :) I have NO DEBT. $500K locked into my superannuation fund until I turn 60. But I want to grab hold of the FIRE principles and see if I can possibly retire at 55. Ideas .... ? Katrina :)

    • @katrinapeacock8317
      @katrinapeacock8317 5 років тому

      .....how can I retire in 5 years?

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Awesome, thanks!
      I’d stick to Diversified ETFs. I like rental properties since you can use cheap debt & leverage to get double, sometimes triple digit returns from rental income alone over a 3 year period.

  • @thebestclassicalmusic
    @thebestclassicalmusic 5 років тому +1

    Great stuff--I am very happy to have found your channel. Question though about insurance. Have you heard of Infinite Banking and Bank on Yourself concepts? If you are familiar, what are your opinions?

    • @MikeRosehart
      @MikeRosehart  5 років тому

      The Best Classical Music I haven’t really heard of these. I’m not a huge fan of life insurance policies, especially as an investment unless you are earning well into the 6 or 7 figures and plan to continue to in retirement. The fees are higher than the tax benefits all said and done.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      The Best Classical Music I had my life insurance LLQP licenses

    • @thebestclassicalmusic
      @thebestclassicalmusic 5 років тому

      @@MikeRosehart Thank you for the reply as always. I have money in my corp and thought it may be a good way to allow me to finance properties without needing approval from a bank. Similar to a B lender but I get to set the terms.

  • @NANGSGARAGE
    @NANGSGARAGE 5 років тому +1

    Good stuff man

  • @tinacamara8334
    @tinacamara8334 5 років тому +1

    Billing that real estate while full time working❤❤❤

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Tina Camara 💯
      That’s how it is done!

  • @freedominabudget
    @freedominabudget 5 років тому +1

    Wow! This was so motivating!!

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Freedom In A Budget I’m glad, that was the effect I was going for! :)

  • @latashaneil7344
    @latashaneil7344 5 років тому +1

    Who do you recommend that people go to get more individualized help with financial independence.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Latasha Neil good question - I’m here to help :)
      I do a live stream too.

  • @frazhussain5485
    @frazhussain5485 5 років тому +2

    you are the man

  • @accomplishedtheory9502
    @accomplishedtheory9502 5 років тому +1

    Curious to know how much equity do you keep in rental properties? I was thinking if I can get rates around 3% I should refinance some mortgages and yank out much as I can so I would have a higher mortgage interest amount deducted from my rental income and put that money in VGRO/VBAL. This way I would have less taxable rental income while my equity grows tax free (untill I create a taxable event)

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Tyler P you definitely should refinance it out. I use real estate and lending for stable monthly income I live off, and the rest is growth money I don’t touch.
      I like to leave equities to grow and move with the market volatility.

    • @accomplishedtheory9502
      @accomplishedtheory9502 5 років тому

      @@MikeRosehart I agree. I definitely don't want anymore RE so I think I'll refinance out and maintain a 75/25 with the proceeds.

  • @613rsps
    @613rsps 5 років тому +2

    Hey Mike ! just wondering whenever you mention income like yours/your wife's was it gross income or clean after taxes, deductions , cpp , a company pension plan, etc..

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Tommy I believe gross almost always.

  • @frazhussain5485
    @frazhussain5485 5 років тому +1

    wow mike bro you are a rockstar i really like the way you always talk and explain things i enjoy listening to u a lot you are a hero keep up the good work your topics are very interesting your very nice.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Fraz Hussain thanks!!

    • @frazhussain5485
      @frazhussain5485 5 років тому

      @@MikeRosehart no problem bro your always most very welcome at anytime take care.

  • @brianpfeiffer
    @brianpfeiffer 5 років тому +1

    The fire plan I like it 😎

  • @jordanroberts7931
    @jordanroberts7931 5 років тому

    Quick question: Are you calculating your savings rate based on pre-tax or post-tax income?

  • @icefishing804
    @icefishing804 5 років тому +1

    Love it

  • @savyourselffreedom2149
    @savyourselffreedom2149 5 років тому +1

    I like u mate ive retired in my low 40 s but one problem with your channel is a lot of talking but no figures talk is cheap throw some numbers up mate looks like you started around 9 years ago so your timing is great start of the bull run like to hear your plan and numbers for when things about to get shakey numners m8 lets hear some

    • @MikeRosehart
      @MikeRosehart  5 років тому

      I’ve definitely been investing at a good time, but, even without it I’d be financially independent, just a lot more lean. I only need 24k/year for my family to live comfortably with house hacking anyhow. Means I’d only need like 1/4 of my current net worth to be FI. Fire :)

    • @savyourselffreedom2149
      @savyourselffreedom2149 5 років тому +1

      @@MikeRosehart thanks for answering m8 so your saying your net worth is $96000 is that right?

    • @MikeRosehart
      @MikeRosehart  5 років тому

      craig taylor my net worth is multi millions.
      I’m saying I could retire on like 625k if I had to, lean fire - 24k passive income.

    • @user_abcxyzz
      @user_abcxyzz 5 років тому

      @@savyourselffreedom2149 what is your obsession with HIS net worth? Why don't you focus on your own lol

  • @LarsonFamilyFarm-LLC
    @LarsonFamilyFarm-LLC 5 років тому +1

    When I first started investing on my own diligently 10 years ago.... a $10k loss after 3 months in my small portfolio used to kill and stress me...banging my head at how stupid I was. Now, I can lose or gain $30k to $40k a day and it doesn't even phase me.

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Accuracy Marked wow! What is the size of your portfolio today?

    • @LarsonFamilyFarm-LLC
      @LarsonFamilyFarm-LLC 5 років тому

      @@MikeRosehart I can't disclose that. I retired early on my 55th birthday...I was a saver at age 7, first bank account paying 5.5% interest in the late 1960's-early 70's...I remember after 3 months getting my first 1 cent interest then 2 cents then 5 cents 8 cents...11 cent, 46 cents, soon a $1.00 interest YEAH! ....I saw the game unfolding early in life....all i had to do is save my money and invest. My biggest message to people is don't save and invest in just dollars-paper....it's a MUST to have commodity-tangible assets like gold silver RE.....if you're only in currency-dollars it can go south really fast with inflation- hyper or not. I'm not trusting any government to protect me.

  • @HealthyWealthy808
    @HealthyWealthy808 11 місяців тому

    So throughout your life, did you regularly invest in the stock market as well as saving money in the bank for property?

  • @tinacamara8334
    @tinacamara8334 5 років тому +1

    How did you do that?

  • @mirisoji8406
    @mirisoji8406 4 роки тому +1

    where is part 2?

    • @mirisoji8406
      @mirisoji8406 4 роки тому +1

      found it ua-cam.com/video/LumrqDcnxeE/v-deo.html

    • @MikeRosehart
      @MikeRosehart  4 роки тому

      Check my channel the week after this one was released ;)

  • @icefishing804
    @icefishing804 5 років тому +1

    37k gross? So after taxes like 28 k?

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Ice Fishing you can likely bring in 37k tax free with Canadian eligible dividends.

  • @jaydenb.9883
    @jaydenb.9883 5 років тому +1

    🔥

  • @manandahalfx2
    @manandahalfx2 3 роки тому

    Don't leave us hanging! What's your fat fire number? Lol

  • @Nana-up7wk
    @Nana-up7wk 3 роки тому

    How do you get to 17 properties on a $50-$60 income? Ok maybe double that for a couple. Still.

    • @MikeRosehart
      @MikeRosehart  3 роки тому

      Use the rental income from each, it gets easier

  • @Marie-cp4yf
    @Marie-cp4yf 5 років тому +1

    is it easier to do this when youre single or with a partner? opinion pls.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Marie Castillo more effective with a partner imo, but it depends on a lot of factors. Sometimes it could be easier without one though :)

    • @Marie-cp4yf
      @Marie-cp4yf 5 років тому

      @@MikeRosehart got it. thanks appreciate it. well, ill do the best i can to reach FIRE given my situation right now being single...im super excited for this FIRE thing though...its a sacrifice im 100% willing to make. no doubt.
      Thanks for sharing Mike...

  • @Jimmy-ph8xn
    @Jimmy-ph8xn 5 років тому +1

    And you spend your spare time now making UA-cam videos. Whatever floats your boat.

    • @MikeRosehart
      @MikeRosehart  5 років тому

      James Drake it feels really good to help people. engage with folks. You can only sit on a beach so long. In retirement you need something that provides meaning to your life.
      I actually don’t edit the videos or anything - I’ve outsourced that mostly now. But I do enjoy giving back.

  • @DANIEL-ls5ku
    @DANIEL-ls5ku 5 років тому +1

    Everyone I know wants to move to Canada and you want to go America...😒

    • @MikeRosehart
      @MikeRosehart  5 років тому

      Only for the tax benefits haha. Canada is great tho

  • @mantsisnick
    @mantsisnick 5 років тому +1

    Numbers talk!!!! The rest is talk which is cheap

    • @MikeRosehart
      @MikeRosehart  5 років тому

      What numbers would be most enlightening for you? I can do an actual video on my spending. I’ve actually already done a few good videos breaking down the numbers on how two McDonald’s salary employees could retire early.

  • @dionmcneeley7859
    @dionmcneeley7859 5 років тому +2

    Stopped as soon as I saw all the yellow dots. Eash. Take money advice from someone who needs to make money from UA-cam. I’ll pass.

    • @MikeRosehart
      @MikeRosehart  5 років тому +1

      Space Monkey the $6 I’ll make from UA-cam is inconsequential. UA-cam is more likely to promote a video with ads in it. I also have spent about $4000 on equipment.
      Also why don’t you have Adblock? :P