Stories, Hacks, & Tribes | Brad Barrett | 021
Catching Up to FI: Financial Independence for Late Starters
Release Date: 06/25/2023
Smart Money Moves After 50 | Bill Yount | 142
Catching Up to FI: Financial Independence for Late Starters
Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares: The messy, shame-to-FI journey that inspired Catching Up to FI His three-step "Pause-Plan-Pivot" playbook His trademark mix of candor, nerdy humor, and high-five optimism 🌐 🔗 ☕ Like what you hear on Catching Up to FI? Support the show at 🎙️We love hearing from you! Record a Voice Message with your feedback or question ===DEALS & DISCOUNTS FROM...
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The Three Kinder Questions (Part 2) | George Kinder | 141
Catching Up to FI: Financial Independence for Late Starters
George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process...
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The Father of Financial Life Planning (Part 1) | George Kinder | 140
Catching Up to FI: Financial Independence for Late Starters
In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: The essence of financial maturity The profound practice of living in the present moment to achieve true freedom The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning Tips to embark on your own hero's journey towards financial and personal fulfillment ...
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Vote Your Money: Values Aligned Investing | Janine Firpo | 139
Catching Up to FI: Financial Independence for Late Starters
Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will learn: How Janine transitioned from a lucrative career in big tech to impact investing The importance of aligning financial goals with social values How to integrate ethical considerations into your investment portfolio Practical steps you can take to...
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Catching Up to FI in Uncertain Times | Bill & Jackie | 138
Catching Up to FI: Financial Independence for Late Starters
In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still stay on track. 🔗 ☕ Like what you hear on Catching Up to FI? Support the show at 🎙️We love hearing from you! Record a Voice Message with your feedback or question === DEALS AND DISCOUNTS FROM OUR TRUSTED...
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International Educator, Bali FIRE | Amy Minkley | 137
Catching Up to FI: Financial Independence for Late Starters
Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet affordable lifestyle, spending only $30k a year. She details her frugal upbringing, early teaching career in Japan, and subsequent well-paid international teaching positions that allowed her to save aggressively. The episode also highlights Amy's...
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Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
Catching Up to FI: Financial Independence for Late Starters
We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential. ...
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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
Catching Up to FI: Financial Independence for Late Starters
Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights into the various stages of your investing journey. Rick and Paul both share how they empower investors through their platforms and continue their relentless mission of spreading financial education. 🔗 ☕ Like what you hear on...
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Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
Catching Up to FI: Financial Independence for Late Starters
📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short period of time and downright frightening! So, what do you do? Start by listening to this episode where Bill and Jackie take a deep breath, and discuss the impact of these recent market declines. There is a natural human reaction of fear, but they share tips on tempering those emotions and remaining levelheaded during volatile times. They also talk through the importance of understanding stock market history and cover practical strategies like...
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Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
Catching Up to FI: Financial Independence for Late Starters
One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retirement distributions. He's also the brilliant mind behind the website '72tcalc', hands down the most comprehensive resource we've found specifically focusing on 72(t)s. Cohost Jackie knows because she set up her own substantially equal periodic...
info_outlineBrad Barrett is the co-founder and host of the ChooseFI Podcast and Platform. We talk about his personal story, travel hacking, and the genesis of ChooseFI. Since 2016, ChooseFI has literally changed the world in which we live. It is the "ultimate crowdsourced personal finance podcast" with over 60M downloads. It is a standard-bearer of hope that Bill has no doubt the majority of FI enthusiasts follow. It encourages us to take action in all aspects of our lives, not just the financial ones. ChooseFI teaches us how to compound our marginal gains towards financial and time freedom and living our best lives.
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 4-Hour Work Week by Tim Ferriss
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.