Episodes: 72
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 508 subscribers
Publicly listed emails
mark@marksmoneymind.com
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Mark Trautman - Personal finance educator and podcast creator focused on financial independence, retirement planning, investing, and practical money lessons.
Roxanne Duckels - Coast FI, Retirement Savings Calculations, The 4% Rule, Return Assumptions, Lifestyle Flexibility, And The Path From Coast FI To Full Financial Independence.
Amber Smith - Community Involvement, Reselling As A Business, Social-media Authenticity, Net-worth Growth, And Reaching Coast Fi.
Jordan Grumet - The Value Of In-person Financial-independence Communities, Overcoming Isolation, Taking Courageous Life Steps, And Building Connection Through Campfi.
Estate Planning Essentials: Wills, Trusts, Beneficiaries, and Making Life Easier for Executors | Episode 071
October 06, 2026
From his home studio in Longmont, Colorado, Mark Trautman discusses estate planning as friends are settling loved ones’ estates. He notes research suggesting only about 25%–47% of U.S. adults have wills. He outlines key documents (will, durable power of attorney, healthcare proxy, living will) and explains intestacy, probate, and how trusts can reduce back-end work and keep matters private. He emphasizes using POD/TOD and beneficiary designations on accounts, reviewing them regularly, and...
Is Coast FI Right for You? With Roxanne Duckels @FinanceRox | Episode 070
September 22, 2026
Mark welcomes his first in-person guest at his “home studio,” Roxanne Duckels aka “Finance Rox” to discuss Coast FI after recent mainstream coverage. Roxanne defines Coast FI as saving enough for traditional retirement so compounding can carry you to your goal, freeing future cash flow for more spending, lower income, or fewer hours; she says she used all three over six years and reached full FI in February. They walk through the math using a 35-year-old targeting $60,000/year via the...
CampFI Midwest 2026: How In-Person Community Fuels Financial Independence and Life Changes | Episode 069
September 12, 2026
Mark Trautman of Mark’s Money Mind and Jordan Grumet (Doc G) of Earn & Invest record a live collaboration at CampFI Midwest 2026, focusing on how in-person gatherings counter modern isolation and provide energy, courage, and connection. Mark shares how attending his second CampFI in 2021 shortly after his wife’s death helped him find the community he didn’t know he needed, leading to deep friendships, travel, and even a move to Longmont. Amber Smith describes going from early comm...
Publicly listed emails
mark@marksmoneymind.com
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