Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
Catching Up to FI: Financial Independence for Late Starters
Release Date: 02/09/2025
Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129
Catching Up to FI: Financial Independence for Late Starters
In this episode we welcome back the rebels, Katie and Alan Donegan. They are founders of the Rebel Finance School and have turned the concept of financial independence (FI) into an energetic global movement. We are celebrating the launch of their brand-new music album. But it's not just music, it’s a Money Revolution and the world's first financial independence album! The Donegans give us a behind the scenes look at the making the of the album and a backstage pass to some of the tracks, including: 🎤 4% Rule 🎤 Badassity (Mustachianism) 🎤 Create a Gap 🎤 The Boring...
info_outline
Get To Know Your Future Self | Bill Yount | 128
Catching Up to FI: Financial Independence for Late Starters
'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot to say so this is a two-parter and will be aired over the next two Wednesday episodes. 🌐 🔗 ☕ Like what you hear on Catching Up to FI? Support the show at 🎙️We love hearing from you! Record a Voice Message...
info_outline
Coast FI Couple | Matt & Yana Tarr | 127
Catching Up to FI: Financial Independence for Late Starters
Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest 😂) from the 'BiggerPockets Money' and 'Living a FI Life' podcasts. In this episode we talk with Matt and Yana Tarr, the married duo behind the 'CoastFI Couple' blog and podcast. The conversation centers around the power of Coast FI, and how open, healthy communication about money can strengthen partnerships and marriages. We also highlight their favorite budgeting and accountability tool, Qube Money and why it's such a great tool for late starters. 🌐 🔗 ☕ Like what...
info_outline
Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
Catching Up to FI: Financial Independence for Late Starters
Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial decisions that didn’t exactly follow the 'rules' of FI, and some are downright shocking… such as taking a 401(k) loan (don’t judge too soon😁). These moves may have gone against traditional FI principles, but they didn't ruin her plans or curb...
info_outline
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
Catching Up to FI: Financial Independence for Late Starters
Lynnette Khalfani-Cox (also known as ) is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller ‘Zero Debt: The Ultimate Guide to Financial Freedom’. Lynette joins us on this episode to share some of the big takeaways from her latest book 'Bounce Back', offering practical and emotional guidance for those recovering from financial setbacks. She guides us on how to take on―and defeat―the most common and difficult challenges most of us face, like being downsized from a job, disasters, debt,...
info_outline
“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124
Catching Up to FI: Financial Independence for Late Starters
Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his...
info_outline
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
Catching Up to FI: Financial Independence for Late Starters
Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Money', a step-by-step guide to breaking free from money stress, shame, and self-doubt. 🌐 🔗 ☕ Like what you hear on Catching Up to FI? Support the show at 🎙️We love hearing from you! Record...
info_outline
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
Catching Up to FI: Financial Independence for Late Starters
We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help you tackle your student loan challenges head-on. We explore smart repayment strategies, student loan forgiveness, the impact of current and future government policies and more. 🌐 🔗 ☕ Like what you...
info_outline
Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
Catching Up to FI: Financial Independence for Late Starters
Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan 🔗 === NEW SPONSOR ...
info_outline
"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120
Catching Up to FI: Financial Independence for Late Starters
Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she had $257,000 in debt. She was in serious financial despair but managed to slowly dig out. The progress she made was impressive and just ten years later, she reached financial independence. In this episode Monica shares the challenges she faced as a divorced single mom, her parents' immigrant story, and the smart, scrappy moves she made to transform her financial life. 🔗 === NEW SPONSOR === 📈...
info_outlineAttorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan
=== NEW SPONSOR ===
📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:
✅ Track your savings
✅ Get personalized retirement advice based on your goals
✅ Explore investment options to grow your wealth
✅ And create a strategy that’s built for your unique needs
You can get started with the free version, or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/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.)
🎙️Legal Tea podcast episode #174 (Estate Tax Planning Post-Trump Reelection) n
Jenny’s talk at Bogleheads 2024
The online Estate Planning program Jackie used for her will 👉🏽 Trust & Will
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.