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The FIRE Movement: Financial Independence, Retire Early

FIRE isn't just about retiring early—it's about having the freedom to choose how you spend your time. Here's how to evaluate if this path fits your life.

December 25, 2023
9 min read
What is the FIRE Movement infographic: Financial Independence, Retire Early with steps to achieve

FIRE stands for Financial Independence, Retire Early. The core idea: save and invest aggressively so you can live off investment returns without needing a traditional job. But FIRE isn't one-size-fits-all—there are different approaches depending on your lifestyle and goals.

The Three Types of FIRE

  • Lean FIRE: $500K–$1M, minimal expenses, frugal lifestyle
  • Regular FIRE: $1M–$2.5M, moderate lifestyle, balanced approach
  • Fat FIRE: $2.5M+, comfortable lifestyle, higher expenses

The 4% Rule: Your FIRE Number

The foundation of FIRE is the 4% withdrawal rule. If you can live on 4% of your investment portfolio annually, you're financially independent. Here's the math:

Calculate Your FIRE Number

Annual Expenses × 25 = Your FIRE Number

  • • Spend $40K/year? Need $1M ($40K × 25)
  • • Spend $60K/year? Need $1.5M ($60K × 25)
  • • Spend $80K/year? Need $2M ($80K × 25)

The FIRE Strategy: Save Aggressively

Traditional retirement advice suggests saving 10%–15% of income. FIRE followers typically save50%–70% by maximizing income and minimizing expenses.

Step 1: Track Your Spending

  • Use apps like Mint, YNAB, or simple spreadsheets to track every dollar
  • Identify your true annual expenses (not just monthly estimates)

Step 2: Optimize Your Budget

  • Housing: Consider house hacking, roommates, or geographic arbitrage
  • Transportation: Buy used cars, bike, or use public transit
  • Food: Cook at home, meal prep, shop strategically

Step 3: Increase Your Income

  • Negotiate salary increases and promotions
  • Develop high-value skills in your field
  • Start side hustles or freelance work
  • Consider career changes to higher-paying fields

Step 4: Invest Wisely

  • Max out 401(k), IRA, and HSA contributions
  • Invest in low-cost index funds
  • Use taxable accounts for additional savings
  • Consider real estate investment

Timeline Reality Check

  • • Save 50% of income → FIRE in ~17 years
  • • Save 60% of income → FIRE in ~12 years
  • • Save 70% of income → FIRE in ~8 years

Is FIRE Right for You?

FIRE requires significant lifestyle changes and isn't for everyone. Consider these factors:

FIRE Might Work If You:

  • Value time freedom over material possessions
  • Can live comfortably on a reduced budget
  • Have a high savings rate potential
  • Want to pursue passion projects or entrepreneurship

FIRE Might Not Work If You:

  • Love your career and want to work long-term
  • Have high fixed expenses (family, health, etc.)
  • Prefer lifestyle inflation with income growth
  • Need the structure and social aspects of work

Coast FIRE Alternative

Can't save 50%+ but want financial security? Try Coast FIRE: save aggressively in your 30s, then coast with minimal additional savings. Your early investments compound to fund traditional retirement.

Getting Started

  1. 1. Calculate your current FIRE number based on expenses
  2. 2. Track spending for 3 months to find optimization opportunities
  3. 3. Set a realistic savings rate goal (start with 25%–30%)
  4. 4. Automate investments in tax-advantaged accounts first
  5. 5. Reassess annually and adjust your plan

Financial Independence = Life Options

Whether you retire early or not, building wealth gives you choices and peace of mind.

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