Weathering Financial Storms | Kristen Knapp | 114
Catching Up to FI: Financial Independence for Late Starters
Release Date: 12/29/2024
The Soul of Wealth | Dr. Daniel Crosby | 180
Catching Up to FI: Financial Independence for Late Starters
Dr. Daniel Crosby took a circuitous path to the world of money ā starting as a psychologist and ending up as one of the most engaging voices in behavioral finance. He is Chief Behavioral Officer at Orion and author of The Soul of Wealth. Dr. Crosby goes beyond the math to the meaning: identity, autonomy, and why 'you don't really want to be rich, you want to be free.' He joins the show to talk us through: Reframing money as a tool for time freedom, relationships, and purposeānot status Using behavior science to close the gap between 'knowing' and 'doing' Downshifting lifestyle...
info_outline
Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Catching Up to FI: Financial Independence for Late Starters
Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into: Top year-end tax tips for later starters Affordable Care Act (ACA) premium tax credits...
info_outline
Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178
Catching Up to FI: Financial Independence for Late Starters
Recorded live in Bali, at the FI Freedom Retreat (the 2nd one in 2025), Jackie teams up with Doc G from the Earn & Invest Podcast. They ask the spiciest FI question of allānot 'can I retire yet?' but 'should I?' Three very different journeys take the mic: Fara's 'accidental FIRE' at 47 and her boomerang back to a cause-driven job (then boomerang away again) Gene's post-quit LinkedIn relapse and the search for purpose without a W-2 Rachel Richard's pivot from real estate and a viral brand (Money Honey Rachel) to doing the inner work, ditching external validation,...
info_outline
What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
Catching Up to FI: Financial Independence for Late Starters
Our guest today is Beth Pinsker, CFPĀ®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide to Financial Caregiving. She represents the sandwich generation and gives us tips, advice, and cautionary tales about her firsthand experience after finding herself caring for her mother and her finances. She explains that caregiving isn't just forms and bank callsāit's love, logistics, and a dash of stubborn grit. Beth also shares: The "death file" story that changed everything How to survive bank pushbacks on powers of attorney Why a tiny...
info_outline
Live from Bali! Donāt Miss These FI Stories From Around The Globe | Jackie & Captain FI | 176
Catching Up to FI: Financial Independence for Late Starters
50 people (now friends), 9 countries... all in one room, speaking the same language: Financial Independence! This is a special episode recorded live from in beautiful Bali, Indonesia at the FI Freedom Retreat. Australian blogger and podcaster, 'Captain FI', joins Jackie as guest co-host to share the FI stories of three of the extraordinary individuals we met at the retreat: Claire (Dubai via Ireland)- Restarting and living by the philosophy of 'trust your gut' Michael (Seattle)- Newly nomadic, choosing FI-enough over perfection Val (Hong Kong)- Taking a gap year that feels like several...
info_outline
Money Scripts: Donāt Get Scrooged! | Brad Klontz | 175
Catching Up to FI: Financial Independence for Late Starters
Dr. Brad Klontz is a leading expert in financial psychology, professor, bestselling author, and, oh yeah ā an internet influencer with millions of followers who tune in for his mix of straight talk and practical money wisdom. He joins Bill for a deep dive into why most money problems aren't math problems. Instead, they are about whatās going on in our heads and in our habits. In this episode, Brad discusses: Why smart people still make dumb money mistakes The difference between poor and broke The 4 money scripts (avoidance, worship, status, vigilance) Why he argues that an internal...
info_outline
Hidden Messages In The New Tax Law You May Have Missed | Bill & Jackie | 174
Catching Up to FI: Financial Independence for Late Starters
On July 4th, 2025 an 870-page tax bill called the 'One Big Beautiful Bill Act' (OBBBA) was signed into to law. Some parts have been heavily discussed and others not so much. So we dug around ourselves and pulled out some hidden messages you may have missed that could have major implications to your FI (Financial Independence) journey. šš½ Updates to 2017 'Tax Cuts and Jobs Act' Makes permanent the lowered individual tax brackets established by the Tax Cuts and Jobs Act and keeps the larger standard deduction in place. Also makes permanent the higher lifetime estate gift tax exemption and...
info_outline
How A Single Mom Reached F.I.R.E. by 49 | Jackie Cummings Koski | 173
Catching Up to FI: Financial Independence for Late Starters
Jackie joins our friends to the north in Canada for a live taping of TD Direct Investing's 'Inside Investing', turning her late-starter playbook into a friendly masterclass for Canadians and Americans alike. Host Rob Moysey tees up her arcādivorce in her 30s with ~$20k in retirement savings, millionaire a decade later, retired at 49. Jackie fills in the human bits: purpose after FI, why 'precision is not required,' and how a BetterInvesting club cured her market fear. She also walks through: The simple engine that did the work: Maxing out an employer retirement plan, Roth...
info_outline
First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172
Catching Up to FI: Financial Independence for Late Starters
Todayās episode is something TRULY specialā something thatās never happened before! For the first time everā¦ weāre joined by two remarkable women whoāve lived alongside one of the most influential voices in the FI community, JL Collins. In this one-of-a-kind episode we introduce you to his wife, Jane Collins and daughter, Jessica Collins. This is their first-ever joint podcast appearance. Weāre pulling back the curtain to hear their perspectives. What was it like living with someone so passionate about financial independence? How did his philosophy shape their lives, their...
info_outline
How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171
Catching Up to FI: Financial Independence for Late Starters
If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without dramaāthatās the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn ābuild-your-own paycheckā into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together they demystify: Tax Pitfalls Timing Social Security Asset Allocation and Location Why...
info_outlineAfter 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 FI Community together to see the world! Join us as Kristen takes us through how she made this unlikely transformation, even after getting a late start.
šConnect with us
Thank you to our sponsor:
Resources mentioned on the show:
š FI Friends Travel
Email: kristen@fifriendstravel.com
Episode Mentioned: From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.