Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
Catching Up to FI
In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also...
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From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
Catching Up to FI
Meet Mindy and Carl Jensen! Although you’ve probably heard of this powerful pair, Mindy and Carl hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way. 🔗 Thank you to our sponsors: (Use code CUTOFI...
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Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
Catching Up to FI
In Part 2 of Bill and Jackie’s conversation with JL Collins, the three explore his latest book “Pathfinders” and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of starting early in investments, the pivotal moments which define one’s financial path, and the universal applicability of Collins' financial principles across different life situations. Sharing touching and motivational stories from ”Pathfinders”, they emphasize the book’s role as a beacon for those striving for financial...
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Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
Catching Up to FI
Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds navigating the journey toward financial freedom. Bill and official new co-host, Jackie Koski, chat with JL about the transformative power of simple yet strategic financial decisions, the significance of community, and the universal applicability of the principles of financial independence. Prepare to be inspired by...
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Don't Miss Out On Today | Mark Ross | 068
Catching Up to FI
Meet Mark Ross, a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for a fee, for free, and just for himself. Through his personal story, he highlights the importance of a growth mindset, staying curious, and building relationships. This episode also marks a bittersweet moment as Becky says her final goodbye as co-host, but we will see her around the community. Thank you for everything, Becky! 🔗 ...
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Catching the Wave to FI | Doug Nordman & Carol Pittner | 067
Catching Up to FI
Meet Doug Nordman and Carol Pittner, a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They discuss the importance of saving, investing, and making prudent life choices, all set against the backdrop of their unique military lifestyle. Moreover, they discuss the profound impact of teaching financial literacy from a young age. Whether...
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Scamalot! | Paula Pant | 066
Catching Up to FI
Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into the world of scams, particularly focusing on the elderly. We explore why scams are so convincing, and Paula offers practical advice for protection against scams, advocating the use of credit over debit cards for enhanced federal protection, and emphasizes the importance of vigilance in the digital age. She gives us a comprehensive guide to...
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Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
Catching Up to FI
Meet Lauren Beltz, an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. The three discuss topics such as the role of contentment in personal finance, necessity of an emergency fund and insurance, and tips for successful budgeting. They also touch on the concept of zero-based budgeting and the importance of a finance community for guidance and support. Overall, Lauren's personal journey and professionally garnered insights provide listeners with a practical and strategic understanding of managing finances for future...
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On the Road With Catching Up to FI | $lackers Part 2 | 064
Catching Up to FI
To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusses his transition to retirement and Briana sheds light on how she's preparing for her future while still working full-time. Thank you to the $lackers for sharing your stories with us! 🔗 Resources mentioned on the show: "Start where you are. Use what you have. Do what you can." Arthur Ashe Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before...
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Retirement Planning Tips | Andy Panko | 063
Catching Up to FI
Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one’s retirement journey. Welcome to the show, Andy! 🔗 Resources mentioned on the show: ...
info_outlineWe are honored to have Manisha Thakor, author of "Money Zen," as our guest. Manisha shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve into the meaning of "enough" in both personal finance and emotional wealth. Join us as we explore how to find balance between financial health and emotional wealth, and discuss the cultural pressure of perpetual busyness.
Whether you identify as a workaholic or someone caught up in the race of modern life, this episode offers invaluable opportunities for reflection.
Resources mentioned on the show:
MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor
On My Own Two Feet: A Mondern Girl's Guide to Personal Finance by Manisha Thakor
Get Financially Naked: How to Talk Money with Your Honey by Manisha Thakor
Money O2 Podcast with Erin Kuhn: Manisha's Story
Enough: True Measures of Money, Business, and Life by John C. Bogle
Catching Up to FI Episode 022 with Jordan Grumet
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.