Catching Up to FI
Catching Up to FI is mindset, money, and life show for late starters of any age and for any reason, on the journey to Financial Independence (FI). The show is hosted by two late starters that have clawed their way back financially and share a passion for financial literacy and education. Bill Yount, MD is an emergency room physician that is still working and Jackie Cummings Koski, CFP®, AFC® is a financial educator that reached FI and manage to retire at the age of 49 even after getting a late start. Together they talk to experts, other late starters, and explore topics that help listeners catch up and move closer to achieving their money and life goals. Our past guests have been thought leaders in the FI community with a special lens toward late starters, such as JL Collins (Simple Path to Wealth & Pathfinders), Brad Barrett (ChooseFI), Pete Adeney (Mr. Money Mustache), Paula Pant (Afford Anything), Mindy Jensen & Scott Trench (BiggerPockets), Jeremy Schneider (Personal Finance Club & Necatrine) and more.
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Why Does the Stock Market Always Go Up? | Brian Feroldi | 088
07/21/2024
Why Does the Stock Market Always Go Up? | Brian Feroldi | 088
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 new and seasoned investors. Don't miss the fascinating history of the 401k and why a solid understanding of the stock market is crucial for financial independence! 🔗 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 : 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.) 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust Enter code catchingup to get 5% off any “Personal Growth Track” course or package Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team. Create a solid foundation and take control of your future : Your personal data is yours again Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Find Brian on social media: , , “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” 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.
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The Transformative Power of Handwritten Letters | Amy Weinland Daughters | 087
07/14/2024
The Transformative Power of Handwritten Letters | Amy Weinland Daughters | 087
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. 🔗 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) : 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.) 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself. Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team. Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 👉🏻 🌐 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.
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The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086
07/07/2024
The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086
Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculators. Chris, Bill, and Jackie chat about the advantages of starting late, advice-only financial planning, and strategies for aligning spending with personal values. 🔗 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) : 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.) 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself. Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team. Resources mentioned on the show: As an Amazon Associate we earn from qualifying purchases. 🌐 📗 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.
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Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085
07/03/2024
Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085
Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy! 🔗 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) : Advice-Only Financial Advisors 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust 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. Resources mentioned on the show: 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.
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The Power of Reinvention with The Financial Tortoise | Tae Kim | 084
06/30/2024
The Power of Reinvention with The Financial Tortoise | Tae Kim | 084
Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal finance YouTuber. He shares his journey from being $105,000 in student debt to achieving financial security and discovering the Financial Independence movement. Tae chats with Bill and Jackie about his experience reinventing himself, the importance of slow and steady progress, prioritizing values over materialism, and overcoming financial mistakes. 🔗 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) : Advice-Only Financial Advisors 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust 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. Resources mentioned on the show: “Spend confidently on the things you love, and cut back mercilessly on the things you don’t.” - 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.
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Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083
06/26/2024
Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083
Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two! 🔗 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) : Advice-Only Financial Advisors 🎙️ The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust 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. Resources mentioned on the show: 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.
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Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
06/23/2024
Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron shares his expert advice on how to build healthy, successful marriages founded on transparency and communication through loving and fair pre- and post-nups. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate we earn from qualifying purchases. 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.
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How to Think About Time: A Humble Legacy | Jonathan Clements | 081
06/19/2024
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, , about his final lap around the sun yesterday. Let’s send him our love. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Green Makes Green | Kyle Landis-Marinello | 080
06/16/2024
Green Makes Green | Kyle Landis-Marinello | 080
Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financial journey to improve his family’s finances without compromising his values. 🔗 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) Advice-Only Financial Advisors Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079
06/09/2024
Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079
Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and Katie's passion for helping others shines through. Bill, Jackie, and the Donegans dive into practical steps to improve financial health, build a debt-free business, and create a life by design. They also explore the significance of continuous self-motivation, the power of asking the right questions, and how to blend traditional financial wisdom with a rebel mindset. Tune in to get inspired and learn how to never compare your pineapples! 🔗 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) 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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CyberFI and the FBI | Donna Peterson | 078
06/02/2024
CyberFI and the FBI | Donna Peterson | 078
Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-factor authentication, and best practices for digital hygiene. Donna also gives practical tips on using password managers, safeguarding email accounts, and navigating the complexities of online privacy and data breaches. 🔗 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) : 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. Resources mentioned on the show: 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.
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The Life and Death of The 4% Rule | Christine Benz | 077
05/26/2024
The Life and Death of The 4% Rule | Christine Benz | 077
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 retirement. Additionally, she highlights the significance of community and working in retirement for financial and non-financial well-being, along with a sneak peek into her upcoming book and the Bogleheads conference. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
05/19/2024
The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
05/15/2024
Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
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" Comprehensive Video Course) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
05/12/2024
The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
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 OFF any course or !) ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073
05/05/2024
Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073
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. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
04/28/2024
Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
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 outlines ways individuals can contribute to fostering a financially literate future generation. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
04/21/2024
From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
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 any course or !) ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
04/14/2024
Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
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 independence, regardless of their starting point. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. "Money is more open-minded than language, state laws, cultural codes, religious beliefs and social habits. Money is the only trust system created by humans that can bridge almost any cultural gap, and that does not discriminate on the basis of religion, gender, race, age or sexual orientation." -Yuval Noah Harari 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.
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Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
04/07/2024
Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
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 tales of resilience, adaptability, and the pursuit of a life rich not just in wealth, but in fulfillment and joy. Stay tuned for part 2! 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Don't Miss Out On Today | Mark Ross | 068
03/31/2024
Don't Miss Out On Today | Mark Ross | 068
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! 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 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.
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Catching the Wave to FI | Doug Nordman & Carol Pittner | 067
03/24/2024
Catching the Wave to FI | Doug Nordman & Carol Pittner | 067
Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They discuss the importance of saving, investing, and making prudent life choices, all set against the backdrop of their unique military lifestyle. Moreover, they discuss the profound impact of teaching financial literacy from a young age. Whether you're a late starter to financial independence or seeking to pave a smoother path for the next generation, this episode is packed with wisdom, humor, and inspiring stories to guide you on your journey to FI. 🔗 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) : 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. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Look for their books at your local library in order to "try before you buy." Doug’s recommendations for military-friendly charities: - : either the national foundation (with Brian Gawne, one of my college classmates and a military retiree) or your local Fisher House at a hospital. - Local chapters of the and their services for your local military veterans. Their favorite surfing beaches: - White Plains Beach at Kalaeloa near Kapolei (Oahu) - Pua ‘Ena Point at Haleiwa Beach Park (north side) on Oahu ...but Mission Bay and South Ponto Beach in San Diego are also pretty good, as well as Shifting Sands Beach Club at Dam Neck in Virginia Beach. 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.
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Scamalot! | Paula Pant | 066
03/17/2024
Scamalot! | Paula Pant | 066
Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into the world of scams, particularly focusing on the elderly. We explore why scams are so convincing, and Paula offers practical advice for protection against scams, advocating the use of credit over debit cards for enhanced federal protection, and emphasizes the importance of vigilance in the digital age. She gives us a comprehensive guide to understanding and combating scams, highlighting the significance of cybersecurity alongside financial independence. 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
03/10/2024
Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
Lauren Beltz is an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. The three discuss topics such as the role of contentment in personal finance, necessity of an emergency fund and insurance, and tips for successful budgeting. They also touch on the concept of zero-based budgeting and the importance of a finance community for guidance and support. Overall, Lauren's personal journey and professionally garnered insights provide listeners with a practical and strategic understanding of managing finances for future security. 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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On the Road With Catching Up to FI | $lackers Part 2 | 064
03/07/2024
On the Road With Catching Up to FI | $lackers Part 2 | 064
To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusses his transition to retirement and Briana sheds light on how she's preparing for her future while still working full-time. Thank you to the $lackers for sharing your stories with us! 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: "Start where you are. Use what you have. Do what you can." Arthur Ashe 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.
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Retirement Planning Tips | Andy Panko | 063
03/03/2024
Retirement Planning Tips | Andy Panko | 063
Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one’s retirement journey. Welcome to the show, Andy! 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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On the Road With Catching Up to FI | $lackers Part 1 | 062
02/29/2024
On the Road With Catching Up to FI | $lackers Part 1 | 062
Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who started as a mastermind and now enjoy doing life together. This week we meet Bob and Sharon, a couple who share about their transition into retirement, and Kevin, who offers insights on retirement life and the importance of health. Tune in as they discuss financial strategies, life adjustments, the value of having an accountability group, and much more. 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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Unpacking Retirement Planning Strategies | Kevin Lyles | 061
02/25/2024
Unpacking Retirement Planning Strategies | Kevin Lyles | 061
Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Security and Medicare, and emphasizes the importance of financial resilience in retirement. Kevin explains the significance of replacing the structure and fulfillment you get from work through relationships, a sense of usefulness, and financial security as you transition to retirement. Kevin, Becky, and Mark also chat about lifelong learning, lifestyle adjustments, and how to find a sense of meaning and purpose in retirement. 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060
02/18/2024
Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060
This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she’s stepping down from the podcast next month in order to pursue other aspirations during her go-go years of retirement as well as spend more time with her grandkids. While she may not be asking questions on the podcast, be sure to look for Becky in the Facebook group and FI community as she will be present and active in those spaces. Becky, we want to thank you for all you’ve done to mold the Catching Up to FI community, foster meaningful and educational conversations, and give practical yet compassionate advice to all of us in the financial independence space. Your dedication, spark, and humor will be missed on the podcast but we can’t wait to see where life takes you in the coming years. Although we cannot replace Becky, we are excited to welcome the lovely and joyful Jackie Cummings Koski to the show! Jackie is a transparent financial educator and author of "Money Letters to My Daughter" (and upcoming book, "F.I.R.E. for Dummies"). She has helped Bill co-host as a guest on previous episodes and is excited to jump into the seat full time. Bill and Jackie are cooking up some tasty future episodes, so be sure to stay tuned! 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: 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.
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Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059
02/11/2024
Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059
Dr. Bobby Dubois is a Harvard graduate and physician-scientist who joins Catching Up to FI to talk about the six components of functional health: exercise, sleep, nutrition, mind-body work, exposure to hot and cold, and social relationships. Dr. Dubois takes us through each of these areas, sharing palatable advice backed by scientific evidence. This episode is abundant with practical tips to help you pave a healthier path in your journey towards financial independence and is a must-listen if you're looking to prioritize your health in your daily routine. And if you're interested in hearing more from our guest, be on the lookout for his upcoming podcast "Live Long and Well with Dr. Bobby." 🔗 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) : Advice-Only Financial Advisors Resources mentioned on the show: Instagram @madronespringsranch 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.
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