Stacking Washingtons in Joe’s Mom’s Basement and The Efficient Frontier | Joe Saul-Sehy | 091
Release Date: 08/11/2024
Money Dates and Marriage Myths: A Financial Toolkit for Couples | Brian Page | 96
Catching Up to FI
Former award-winning teacher turned educator on financial literacy and relationships, Brian Page discusses the concept of 'Modern Husbands' and the importance of viewing marriage as a partnership. Learn about his innovative Marriage Toolkit, designed with insights from over 30 experts, and discover practical tips on managing money, home, careers, and family life in the 21st century. From navigating second marriages to conducting effective money dates, this episode is packed with valuable advice for couples looking to achieve financial harmony and a thriving relationship. 🔗 ...
info_outline
Enoughness: Your Life or Your Money | Vicki Robin | 95
Catching Up to FI
Join hosts Bill and Jackie as they delve into a profound conversation with Vicki Robin, co-author of 'Your Money or Your Life.' Vicki discusses the concept of 'enoughness' as a spiritual practice and the fulfillment curve, offering insights into how recognizing enough can lead to a more satisfying life. The dialogue covers financial independence, the impact of societal norms, aging, and the emotional aspects of letting go. Explore Vicki's unique perspective on how living simply and investing in community can transform our lives and the world around us. This episode is a rich tapestry of wisdom...
info_outline
Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94
Catching Up to FI
Join Bill and Jackie in an engaging conversation with Vicki Robin, co-author of the best-selling book 'Your Money or Your Life'. Vicki shares her insightful philosophy on financial independence, community resilience, and the power of frugality. She discusses her journey from active community building to aging with purpose on Whidbey Island, and how she has woven herself into the fabric of her local community. This episode delves into the thought-provoking aspects of spending life energy wisely, the importance of supportive communities, and the meaningful transition of knowledge and...
info_outline
Millennial Revolution is in The House! | Kristy Shen, Bryce Leung & Little Matchstick | 93
Catching Up to FI
Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housing and career advice, their innovative 'POT Score' (Pay Over Tuition) method for evaluating education costs, and how they handle investments to maintain their FI lifestyle—despite new challenges like parenting. Discover their interesting perspectives on scarcity vs. abundance...
info_outline
Twin Towers: Lessons in Financial Freedom from Wall Street to Main Street | The Wealth Twins | 92
Catching Up to FI
Meet Nadia and Nicole, the Wealth Twins! Raised by a single mother in New York City's toughest projects, these twin sisters overcame obstacles to graduate from Columbia University, work on Wall Street, and ultimately achieve early retirement. In this episode, they recount experiences from 9/11 and the 2008 financial crisis, discuss multifamily real estate and dividend investing strategies, and offer practical tips for late financial starters. Learn how they built the Wealth Twins platform to share their knowledge and drive towards financial independence. 🔗 Thank you to our...
info_outline
Stacking Washingtons in Joe’s Mom’s Basement and The Efficient Frontier | Joe Saul-Sehy | 091
Catching Up to FI
Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on target date funds. Tune in to learn and laugh with Joe, Bill, and Jackie. 🔗 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
In the Line of FIRE | Escaping Avalon | 090
Catching Up to FI
Bill and Jackie sit down with 'Jay,' an anonymous guest who shares his incredible journey from a military and police background to achieving financial independence by the age of 39. Jay discusses his experiences on the SWAT team and as an undercover detective, and the mental health challenges that came with his career. He also talks about his blog, Escaping Avalon, and provides a deep dive into mental health strategies, therapy, and self-care. Whether you're a late starter on the path to FI or someone looking to improve your mental well-being, Jay offers invaluable insights and resources...
info_outline
Twin Wins with the Baughier Brothers: CampFI, EAGLE Cohousing, and Fiology | David & Stephen Baughier | 089
Catching Up to FI
Meet David and Stephen Baughier, twin brothers and prominent figures in the Financial Independence community. David, a 20-year Navy veteran and founder of Fiology, and Stephen, creator of CampFI, share their financial journeys from early money lessons to becoming community leaders. David, Stephen, Bill, and Jackie discuss the impact of life events, such as divorce, on financial independence, and the importance of prenups, managing single parenthood, and balancing passion projects. Tune in for insights on creating supportive communities, innovative cohousing projects, and the significant role...
info_outline
Why Does the Stock Market Always Go Up? | Brian Feroldi | 088
Catching Up to FI
Today we dive deep into the stock market with special guest, Brian Feroldi. As a financial educator, YouTuber, and author of “Why Does the Stock Market Go Up?”, Brian shares his wisdom on the long-term growth of the S&P 500, the significance of stock market indices, and the nuances of volatility and investment strategies. Bill, Jackie, and Brian discuss lump sum vs. dollar-cost averaging, dividends, and individual stock investing, while addressing common questions about tax implications and account types. Brian's passionate and detailed explanations offer invaluable insights for both...
info_outline
The Transformative Power of Handwritten Letters | Amy Weinland Daughters | 087
Catching Up to FI
Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends. Learn about the transformative power of personal connections, the emotional impact of handwritten notes, and how this old school practice can bridge divides and change lives. Listen in to be moved by Amy's story and inspired to reach out with your own handwritten message. 🔗...
info_outlineSubscribe and Watch on YouTube
Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on target date funds. Tune in to learn and laugh with Joe, Bill, and Jackie.
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 (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)
🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust
Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package
Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team.
Real Talk Finance: Create a solid foundation and take control of your future
DeleteMe: Your personal data is yours again
👕 Stacking Benjamins T-shirts!: HTTP://stackingbenjamins.com/shirts
📕 STACKED: Your Super Serious Guide to Modern Money Management 👉🏻 https://amzn.to/3YlJAXB
The Shockingly Simple Math Behind Early Retirement
The Simple Path to Wealth by JL Collins
Timestamps:
00:00 Living Two Lies: The Money Myth
00:29 The Fear of Making Mistakes
02:03 Welcome to Catching Up to FI
03:35 Introducing Joe Saul-Sehy
04:49 Ohio vs. Michigan: A Friendly Rivalry
09:38 Board Games and Life Lessons
14:04 Joe's Late Starter Story
23:53 Financial Planning Mistakes
32:37 Trivia Time: Swiss Cheese Production
33:26 Cheese and Roadside Attractions Trivia
35:22 Explaining the Efficient Frontier
37:11 The Simple Path to Wealth vs. The Optimal Path
42:22 Modern Portfolio Theory and Efficient Frontier
49:41 Listener Questions: Alternative Paths to Wealth
58:16 Target Date Funds: Pros and Cons
01:05:12 What's Next for Stacking Benjamins?
01:09:33 Final Thoughts and Farewell
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.