Catching Up to FI
Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing one's retirement plan, and tackles the nuances of various saving vehicles like HSAs. Bill, Jackie, and Christine also chat about the sequence of returns risk and offer practical advice on asset allocation and preparing for healthcare costs in...
info_outline The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076Catching Up to FI
In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding nature of sharing knowledge through educating and mentoring. 🔗 Thank you to our sponsors: (Use code CUTOFI to get $30 OFF any course or !) ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) :...
info_outline Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075Catching Up to FI
In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values. 🔗 Thank you to our sponsors: (Use code CUTOFI to get $30 OFF any course or !) ($100 OFF "Create Your Own Financial Plan"...
info_outline The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074Catching Up to FI
Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2! 🔗 Thank you to our sponsors: (Use code CUTOFI to get $30...
info_outline Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073Catching Up to FI
He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete’s most impactful articles (listed below), highlighting alternative health insurance options and discussing socially responsible investing. Pete also chats candidly about life post-divorce, the temptations of consumerist culture, and the potential of car-free communities. 🔗 ...
info_outline Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072Catching 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...
info_outline From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071Catching Up to FI
Although you’ve probably heard of this powerful pair, Mindy and Carl Jensen 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 to get $30 OFF...
info_outline Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070Catching 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...
info_outline Pathfinders: Stories of Success and Financial Independence | JL Collins | 069Catching 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...
info_outline Don't Miss Out On Today | Mark Ross | 068Catching Up to FI
Mark Ross is 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! 🔗 ...
info_outlineShannah Game is a certified financial planner, prolific entrepreneur, author of the Money Mindset Journal, engaging speaker, and the host of Everyone's Talkin' Money podcast. Shannah, Bill, and Becky dig deep into the subject of money traumas, exploring their impact on individuals, relationships and overall financial health. Shannah offers practical strategies for identifying and healing from these traumas. She also emphasizes the importance of understanding our relationship with money and suggests helpful practices like journaling to gain better insights and manage these relationships effectively.
Find Shannah on Instagram and TikTok @shannahgame
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:
Everyone's Talkin' Money Podcast
Payoff Study About Money Trauma in Americans
10 Money Questions to Ask Yourself Freebie
CUtFI Episode with Manisha Thankor
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.