CoastFIRE

CoastFINE

A CoastFIRE crash course for those who want financial security without deprivation.

"Coast" to financial security

A rich life, without deprivation

Does trying to plan for retirement feel like an absolute nightmare? We feel you.

Luckily, it doesn’t have to be a lifelong challenge like most financial experts lead you to believe. Instead, you can coast to financial independence not early — without depriving yourself of fun and freedom along the way.

CoastFI requires front-loading your investments when you're young, so they'll grow to a portfolio that ensures a secure retirement, even if you never add another dime. If this sounds good to be true, we promise it's not!

This popular investment strategy is known as CoastFIRE, but we like to call it CoastFINE - for financial independence, not early.

We created the CoastFINE webinar, where we’ll teach you everything you need to plan a rich life now and in the future.

If you've ever wondered...

We've got everything you need to create the CoastFIRE plan to give you a rich life now, and in the future.

What is CoastFIRE and how it differs from other retirement savings strategies
How much do you need to invest to hit CoastFI by age
What assets and accounts you can count in your CoastFI plan
How to deal with unknowns like inflation, volatile stock markets, and lifespan
...and more!

Here's What You Get

The best retirement mini course to help you with your most important financial plan!

90-minute webinar replay

Bridget and Alyssa host a full 1.5hr CoastFINE webinar PLUS answer attendee questions! We teach you exactly how to do your CoastFIRE calculations to account for your individual circumstances and personal goals.
Worksheet

A worksheet to plan all your retirement assets and accounts so you can strategize to focus on the most important assets to help you reach your retirement goals.
Bonus material

A spreadsheet to do your CoastFI calculations and make sure you're on track.

Course curriculum

Welcome to CoastFINE!
- About this course
- What is CoastFINE?
- How much it costs to CoastFI
VIDEO: The CoastFINE Webinar
- CoastFINE Webinar Recording
CoastFINE Retirement Guide
- Using Future Value Calculators
- Your CoastFINE Asset Allocations
- Is my home CoastFINE?
- How do I CoastFINE with a pension?

Instructors

Bridget Casey

BSc., MBA (Finance)

[email protected]

Bridget Casey is an award-winning Canadian entrepreneur that has been publishing financial content online for more than 10 years. She has over 100,000 followers across TikTok, Instagram, Twitter, and YouTube. Bridget is the co-host of the top-10 money podcast Money Feels and a financial columnist for the Globe & Mail. She is also an instructor for Lighthouse Labs. Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She has been featured as a millennial financial expert by TIME Money, Forbes, Yahoo! Finance, Business Insider, Macleans, CBC and BNN. Bridget was recognized as one of Alberta’s Top Young Innovators in 2016.

Alyssa Davies

[email protected]

Alyssa Davies is a content manager for Zolo and a published author living in Calgary, Alberta. She is the founder of the two-time award-winning Canadian Personal Finance Blog of the Year, Mixed Up Money that has over 40,000 followers across social media. Through her work, she has been featured in many notable publications, including The Globe and Mail, FLARE, Global News, and more. Her first book, The 100 Day Financial Goal Journal, was published in 2020 and her second book, Financial First Aid, is now available for preorder.

Reviews!

Here's what students are saying...

Great course

Catherine Allard

I've been following Bridget and Alyssa on Social Media for a few months and it has changed my life. WHen they announced the Coast Fine webinar, I knew I had ...

I've been following Bridget and Alyssa on Social Media for a few months and it has changed my life. WHen they announced the Coast Fine webinar, I knew I had to attend. The webinar was so detailed and so well explained. For someone just starting to learn about Personal Finance and trying to figure out retirement, the value of it and the amount of information given out was incredible. Highly recommend!

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Quick and powerful way to get on track

Katie Cameron

Really enjoyed the course - straightforward and covers a lot of questions I had. Different account names for people who live in the United States but the log...

Really enjoyed the course - straightforward and covers a lot of questions I had. Different account names for people who live in the United States but the logic provided holds true throughout.

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Great course

amelia heuchert

This course was easy to understand and very informative and now I believe I can do coast fine as a goal!

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Great Webinar!

Alexandra Seguin

I loved the CoastFINE webinar. So many useful information and well presented so it's easy to understand! I'm excited to work towards CoastFI!

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Not as behind than I thought

Alex Lucas

Clear and straight forward teaching. Math is not quite my forte but I was able to calculate my COAST FIRE number- which is TOTALLY do-able!

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Makin' Money Moves

Becca Swanson

Great tools & insight on how to maximize your money when you're young (or in my case mid-30's) to ensure financial security (or prosperity!) in retirement.

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FAQ

What age is this for?
We want to help everyone on their wealth building journey, but CoastFI works best if you have many years to invest. We recommend this course to people under the age of 45.
What investments do I need to start?
The more investments you're starting with, the easier your journey to CoastFI will be. However, if you're under the age of 30, even starting from $0 means you will likely be able to achieve CoastFI. If you're starting after 30, we recommend you have some savings and investments already started!
Include questions a potential student may have before purchase.
Address common questions ahead of time to save yourself an email.

90-minute webinar replay

Worksheet

Bonus material