Life & Taxes | Sean Mullaney | 013
Catching Up to FI: Financial Independence for Late Starters
Release Date: 05/07/2023
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
Catching Up to FI: Financial Independence for Late Starters
We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help you tackle your student loan challenges head-on. We explore smart repayment strategies, student loan forgiveness, the impact of current and future government policies and more. 🌐 🔗 ☕ Like what you...
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Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
Catching Up to FI: Financial Independence for Late Starters
Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan 🔗 === NEW SPONSOR ...
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"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120
Catching Up to FI: Financial Independence for Late Starters
Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she had $257,000 in debt. She was in serious financial despair but managed to slowly dig out. The progress she made was impressive and just ten years later, she reached financial independence. In this episode Monica shares the challenges she faced as a divorced single mom, her parents' immigrant story, and the smart, scrappy moves she made to transform her financial life. 🔗 === NEW SPONSOR === 📈...
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Leaning Out: Cracking the Burnout Code | Dawn Baker | 119
Catching Up to FI: Financial Independence for Late Starters
Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author of the book . Discover practical advice for high-powered professionals struggling with exhaustion, cynicism, and lack of motivation. Whether you're an overworked physician, a stressed corporate employee, or overloaded entrepreneur, this episode will give you actionable tips to help you regain balance and find fulfillment. 🔗 🔥🔥🔥 Check out these discounts from our new partners: ...
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Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118
Catching Up to FI: Financial Independence for Late Starters
In this episode, we're taking it to the streets of Atlanta, GA where the 2024 took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with some of them and asked the big question: "What is your best tip for late starters?" 🔗 Huge thanks to our fellow content creators that contributed their valuable tips! (As an Amazon Associate, I earn from qualifying...
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Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
Catching Up to FI: Financial Independence for Late Starters
In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, . We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement. 🔗 🔥🔥🔥 Check out our new partners and...
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Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116
Catching Up to FI: Financial Independence for Late Starters
In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book They believe the secret to saving money isn’t in coupons and sales, it’s in identifying what you value and pursuing it unapologetically. We chat about how value-based spending can meet higher emotional and psychological needs beyond mere financial savings. The Frugal Friends also share personal stories of overcoming debt, understanding the 'real' needs behind our purchases, and how frugality can be both sustainable and enjoyable. 🔗 🔥🔥🔥 Check...
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The pURPOSE Code | Jordan Grumet | 115
Catching Up to FI: Financial Independence for Late Starters
In this episode we are joined by the multi-talented Jordan Grumet, a hospice doctor, storyteller, and the host of the award-winning 'Earn & Invest' podcast. Jordan shares insights from his latest book, 'The Purpose Code', diving deep into the nuances of Big 'P' vs Little 'p' purpose, legacy, and finding true happiness. From his personal journey from medicine to financial independence, to discussing meaningful legacy and generational growth, Jordan offers valuable advice for late starters. Listen in to discover why Little 'p' Purpose might just be the key to a joyful and fulfilled life, and...
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Weathering Financial Storms | Kristen Knapp | 114
Catching Up to FI: Financial Independence for Late Starters
After 28 years of playing the weather girl on TV, Kristen Knapp moved to part time work to follow her passion for travel planning for the financial independence (FI) community. She shares her fascinating backstory of growing up in poverty, dealing with childhood money trauma, becoming a successful broadcast meteorologist, and ultimately achieving FI. As someone who loves to travel, loves to plan travel, and loves spending time with the FI community, she thought why not combine those things? So, she launched a new venture called 'FI Friends Travel' which offers travel experiences that bring the...
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FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113
Catching Up to FI: Financial Independence for Late Starters
We love games so today we're bringing you a podcast takeover and having some fun with 'Money Jeopardy'! This was recorded live at FinCon 2024 (a conference for personal finance content creators) with 'The Struggle is Real' podcast, hosted by our friend Justin Peters. He’s joined by Jackie Cummings Koski (your co-host on 'Catching Up to FI'), Joel Larsgaard from 'How to Money' and Justin Brown-Woods from 'Price of Avocado Toast' to play! The contestants will be choosing questions from 4 categories: Binge or Cringe - are you in or out on this personal finance topic History of Money - a...
info_outlineSean Mullaney is the FI Tax Guy. Like budgets, the B word, taxes, or the T word can be intimidating and generate stress and avoidance. Sean makes tax planning and retirement accounts fun and engaging. We must all play the tax game by the rules and work to pay the least tax allowable under the law. Taxes are one of our biggest costs in life and always remember that what you don't spend, you get to keep.
Sean is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence. In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
Resources mentioned on the show:
The Advantages of Living on Taxable Assets First in Early Retirement
Sean's TikTok Advice Blog Post which includes Tax Rate Arbitrage
Early Retirement and Social Security
HSAs and Previously Unreimbursed Qualified Medical Expenses
Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Becky, Bill and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.