News and Insights

Find Sean Mullaney’s latest podcast appearances and presentations right here. You can also check out my YouTube channel. 

2026

September 2026 Tax Planning To and Through Early Retirement by Cody Garrett and Sean Mullaney tops 20,000 copies sold. 

September 2026 Sean Mullaney discussed tax planning for retirement on The Reframe podcast. Listen to Part 1 and Part 2. 

September 2026 Sean Mullaney and Cody Garrett discussed 529s and Trump Accounts on ChooseFI Episode 616. 

February 2026 Sean Mullaney published a 38 page article on 72(t) payment plans titled What are the Risks of a 72(t) Payment Plan?

January 2026 Sean Mullaney and Cody Garrett discussed retirement tax planning on The Long View Podcast. 

January 2026 Sean Mullaney and Cody Garrett discussed Roth conversions on ChooseFI Episode 581.

2025

December 2025 Sean Mullaney and Cody Garrett discussed retirement tax planning on the Bogleheads on Investing podcast. 

November 2025 Sean Mullaney discussed retirement tax planning on Episode 446 of The White Coat Investor podcast. 

November 2025 Sean Mullaney and Cody Garrett discussed retirement tax planning on the Catching Up to FI podcast. 

October 2025 Sean Mullaney discussed Roth conversions and the future of taxes in retirement on the Earn & Invest podcast. 

October 2025 Sean Mullaney presented Tax Planning for the Five Phases of Retirement at the 2025 Bogleheads Conference. 

October 2025 Sean Mullaney and Cody Garrett discussed tax planning for early retirement on the FI Minded podcast. 

September 2025 Sean Mullaney and Cody Garrett discussed retirement planning on ChooseFI Episode 585.

September 2025 Sean Mullaney and Cody Garrett discussed retirement tax planning on the BiggerPockets Money podcast.

September 2025 Sean Mullaney and Cody Garrett published Tax Planning To and Through Early Retirement.

July 2025 Sean Mullaney discussed what the One Big Beautiful Bill means for the financial independence community on ChooseFI Episode 557. 

April 2025 Sean Mullaney and Brad Barrett tackled listener questions about asset location and retirement account optimization on ChooseFI Episode 542.

2024

October 2024 Sean Mullaney discussed tax planning on The Stacking Benjamins Show. 

July 2024 Sean Mullaney presented False Precision and Financial Independence at CampFI.  

June 2024 Sean Mullaney published a 27 page article on whether Solo 401(k)s qualify for the Rule of 55 penalty exception. 

May 2024 Sean Mullaney answered questions about early retirement drawdown strategies on ChooseFI Episode 491. 

February 2024 Sean Mullaney discussed early retirement withdrawal strategies on ChooseFI Episode 475. 

December 2023

Sean Mullaney successfully predicted that the lower tax brackets and greater standard deductions of the Tax Cuts and Jobs Act would not sunset as scheduled and would be extended on The Best Interest podcast. 

FI Tax Guy can be your financial planner! Find out more by visiting mullaneyfinancial.com

Follow me on LinkedIn: @SeanWMullaney

This post is for entertainment and educational purposes only. It does not constitute accounting, financial, investment, legal, or tax advice. Please consult with your advisor(s) regarding your personal accounting, financial, investment, legal, and tax matters. Please also refer to the Disclaimer & Warning section found here.