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The pURPOSE Code | Jordan Grumet | 115

Catching Up to FI: Financial Independence for Late Starters

Release Date: 01/05/2025

Women And The Great Wealth Transfer | Cary Carbonaro | 151 show art Women And The Great Wealth Transfer | Cary Carbonaro | 151

Catching Up to FI: Financial Independence for Late Starters

In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss: The Great Wealth Transfer that she talks about in her latest book, 'Women and...

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Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150 show art Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150

Catching Up to FI: Financial Independence for Late Starters

This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI’ co-host and author of ‘F.I.R.E for Dummies', Jackie Cummings Koski, CFP®, AFC®, continues through an easy to follow checklist of tax considerations in retirement. She demo-drives 72(t) and RMD calculators, live-shops the ACA site to score premium tax credits, and shows how Medicare surcharges work.  Topics for the series include: Age-band tax checklist...

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The Godfather of FI Talks Fatherhood | JL Collins | 149 show art The Godfather of FI Talks Fatherhood | JL Collins | 149

Catching Up to FI: Financial Independence for Late Starters

Mention financial independence and one of the first names that come up is JL Collins, author of the bestselling book 'The Simple Path to Wealth'. In fact, he is affectionately known as the Godfather of FI. One million copies and 10 years after its original publication, JL back with a shiny new, revised and expanded edition... and it just hit the New York Times Bestseller list!!! We know you've heard and seen JL all over the place because he is a BIG deal. But we uncovered some intriguing facts about his life and career that isn't often talked about (we're just curious like that). Here are...

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Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148 show art Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148

Catching Up to FI: Financial Independence for Late Starters

Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI’ co-host and author of ‘F.I.R.E for Dummies' Jackie Cummings Koski, CFP®, AFC®, turns this insightful discussion into a masterclass on trimming Uncle Sam's tab at every phase of retirement. Jackie rewinds to her own FIRE (Financial Independence, Retire Early) journey: the divorce-day "401(k) gap" that lit her savings rocket, supersizing...

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Hanging On In a Yo-Yo Economy | Sam Stovall | 147 show art Hanging On In a Yo-Yo Economy | Sam Stovall | 147

Catching Up to FI: Financial Independence for Late Starters

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this   📩   NEW! 🌐  🔗 ☕ Like...

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🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146 show art 🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146

Catching Up to FI: Financial Independence for Late Starters

We just hit 1 Million Podcast Downloads... that puts us in the top 1% of podcasts world wide!!! And we have you to thank 💞 This is a special message from Bill and Jackie to everyone that helped the podcast grow to this level. We are so grateful for the support and looking forward to the next million downloads with our regular Sunday episodes and occasional pop-up episodes on Wednesdays.  🌐  🔗 📩 ☕ 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   ...

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Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145 show art Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145

Catching Up to FI: Financial Independence for Late Starters

In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate life before he had 'FU money,' and how Kiersten's Valentine's Day resignation collided with the pandemic. They also talk to us about:  Their 15-year 'Cashing Out' career sprint The power of 'Money on the Table' (think Anthony Bourdain...

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Once Upon a FI | Paul & Amanda Mollenkopf | 144 show art Once Upon a FI | Paul & Amanda Mollenkopf | 144

Catching Up to FI: Financial Independence for Late Starters

Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.’ What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include: The Tortoise...

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Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143 show art Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143

Catching Up to FI: Financial Independence for Late Starters

Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated through her own healing journey. Now as a life coach with expertise in holistic modalities and various other disciplines, she helps others using a warm, compassionate, and non-judgmental approach.  ***Trigger Warning: This episode includes...

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Smart Money Moves After 50 | Bill Yount | 142 show art 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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More Episodes

In this episode we are joined by the multi-talented Jordan Grumet, a hospice doctor, storyteller, and the host of the award-winning 'Earn & Invest' podcast. Jordan shares insights from his latest book, 'The Purpose Code', diving deep into the nuances of Big 'P' vs Little 'p' purpose, legacy, and finding true happiness. From his personal journey from medicine to financial independence, to discussing meaningful legacy and generational growth, Jordan offers valuable advice for late starters. Listen in to discover why Little 'p' Purpose might just be the key to a joyful and fulfilled life, and how you can start integrating it into your daily routine.

 

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In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They  believe the secret to saving money isn’t in coupons and sales, it’s in identifying what you value and pursuing it unapologetically. We chat about how value-based spending can meet higher emotional and psychological needs beyond mere financial savings. The Frugal Friends also share personal stories of overcoming debt, understanding the 'real' needs behind our purchases, and how frugality can be both sustainable and enjoyable. 

 

🔗Connect with us

☕️ Buy CUtFI a coffee

 Record a message for CUtFI

 

🔥🔥🔥 Check out our new partners and affiliates:

 

💰MyBudgetCoach
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receive 10% off subscription costs by using this link: https://projectionlab.com/?ref=catchingup

 

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millions in forecasted student loan savings for clients they’ve worked with. They charge
a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.
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📈 ProjectionLab
Build Financial Plans You Love. ProjectionLab is a financial modeling tool for people
seeking financial independence and retirement. Battle-test your plans against varying
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modern-day spender since 2019 and steadily built a loyal customer base of thousands
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👉🏼  Be sure to use this link: https://lunchmoney.app/?fp_ref=catchingup

 

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

 

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐Earn and Invest Website & Podcast

🌐Jordan Grumet Website

📗Order The Purpose Code on Amazon

📗Order Taking Stock on Amazon

Catching Up to FI Episode: Purpose, Identity, & Connection | Jordan Grumet | 022

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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.