Coast FI Unlocked Freedom: Jake Wysocki's State of the Union Practice

In this episode: Coast FI and financial freedom, State of the Union practice for couples, intentional life design, family travel planning, entrepreneurship journey with Jake Wysocki

Episode Summary

Jake Wysocki shares his journey from mechanical engineering and corporate sales to entrepreneurship, powered by reaching Coast FI. He reveals the quarterly "State of the Union" practice he developed with his wife to design their life intentionally—using structured exercises to assess satisfaction across key life pillars, prioritize changes, and take action. Jake discusses how financial independence enabled them to travel the world for a year before having kids, and how they continue to plan meaningful family experiences while building his business helping coaches design impactful workshops.

Guest Bio

Jake Wysocki is an entrepreneur and founder of Intention Craft, where he helps coaches design world-class workshops and group coaching programs. With a background in mechanical engineering and sales, Jake worked in corporate America before reaching Coast FI and making the leap to entrepreneurship. He and his wife traveled to 25 countries over a year and now live in Milwaukee with their two children, ages 5 and 8.

Resources & Books Mentioned

• Die with Zero by Bill Perkins
• Good to Great by Jim Collins
• The 7 Habits of Highly Effective People by Stephen Covey
• ChooseFI Podcast
• Wheel of Life exercise
• The Family Board Meeting concept
• Whisper Flow app (for voice-to-text with AI)
• Claude AI with custom projects

Guest Contact Information

• Website: intentioncraft.com

Key Takeaways

• Reaching Coast FI gives you freedom to take calculated risks without fear—every step toward FI creates more options, not just the final number.
• The State of the Union practice: quarterly sessions where couples assess life satisfaction across 8 pillars (health, marriage, parenting, finances, occupation, etc.), identify gaps, and prioritize 1-2 changes using an impact-difficulty matrix.
• Fire bullets before cannonballs: test big life changes with small, low-risk experiments first—like trying a long domestic trip before international travel with kids.
• Shared calendars and intentional year-planning create freedom rather than rigidity—you can't pivot from nowhere, so plan the big rocks first, then adjust as needed.

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