Catching Up to FI: Financial Independence for Late Starters
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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🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146
06/04/2025
🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146
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 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: 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 . 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.
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Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145
06/01/2025
Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145
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 meets FIRE) The joy of raising an eight-year-old who calls 78-year-olds his besties A reminder that aiming for the heart—rather than the wallet—can turn any late start into a blockbuster finale 📩 NEW! 🌐 🔗 ☕ 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 OUR TRUSTED PARTNERS=== 🎓 : Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 : Retirement planning software that's like having a financial advisor at your fingertips. 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: Use code CUTOFI to get $30 OFF any course or Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 ⏰ ‘Catching Up to FI’ Episodes referenced 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 . 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.
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Once Upon a FI | Paul & Amanda Mollenkopf | 144
05/25/2025
Once Upon a FI | Paul & Amanda Mollenkopf | 144
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 and the Hare: A Race to Financial Independence The Odd Duckling: Finding the Like-Minded Jack and the Beanstalk: Magic Cards that Sprout Growing Debt The Boy Who Cried Wealth: A Lesson in Stealth Wealth The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage Chicken Little: The Market is Falling A Spending Carol: The Spirits of Spending Past, Present and Future Oh, The Places You’ll Go: The Things that You’ll Do, with FI Community standing by You 🌐 🔗 📩 ☕ 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 OUR TRUSTED PARTNERS=== 🎓 : Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 : Retirement planning software that's like having a financial advisor at your fingertips. 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: Use code CUTOFI to get $30 OFF any course or Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 📕 📘 ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143
05/18/2025
Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143
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 discussions of mental health issues such as PTSD and suicide. These topics may be difficult for some listeners. If you need support, please consider reaching out to a trusted friend, professional, or crisis resource. Take care of yourself and listen at your own pace. 🌐 🔗 ☕ 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 OUR TRUSTED PARTNERS=== 🎓 : Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 : Retirement planning software that's like having a financial advisor at your fingertips. 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: Use code CUTOFI to get $30 OFF any course or Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Charity: ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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Smart Money Moves After 50 | Bill Yount | 142
05/14/2025
Smart Money Moves After 50 | Bill Yount | 142
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 OUR TRUSTED PARTNERS=== 🎓 : Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 : Retirement planning software that's like having a financial advisor at your fingertips. 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: Use code CUTOFI to get $30 OFF any course or Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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The Three Kinder Questions (Part 2) | George Kinder | 141
05/11/2025
The Three Kinder Questions (Part 2) | George Kinder | 141
George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution) The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization — written and performed by George Kinder & his daughter London Kinder Be sure to go back and listen to last week's to catch the first part of our conversation with George Kinder. 🌐 🔗 ☕ 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 OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 📕 📚 📗 📕 ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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The Father of Financial Life Planning (Part 1) | George Kinder | 140
05/04/2025
The Father of Financial Life Planning (Part 1) | George Kinder | 140
In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: The essence of financial maturity The profound practice of living in the present moment to achieve true freedom The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning Tips to embark on your own hero's journey towards financial and personal fulfillment 🌐 🔗 ☕ 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 OUR TRUSTED PARTNERS=== A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: Catchingup For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 📕 📚 📗 📕 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 . 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.
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Vote Your Money: Values Aligned Investing | Janine Firpo | 139
04/27/2025
Vote Your Money: Values Aligned Investing | Janine Firpo | 139
Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will learn: How Janine transitioned from a lucrative career in big tech to impact investing The importance of aligning financial goals with social values How to integrate ethical considerations into your investment portfolio Practical steps you can take to manage your finances ethically and effectively 🌐 🔗 ☕ 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 OUR TRUSTED PARTNERS=== A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: Catchingup For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 📗 📗 ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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Catching Up to FI in Uncertain Times | Bill & Jackie | 138
04/23/2025
Catching Up to FI in Uncertain Times | Bill & Jackie | 138
In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still stay on track. 🔗 ☕ 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== : Use code CUTOFI to get $30 OFF any course or : Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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International Educator, Bali FIRE | Amy Minkley | 137
04/20/2025
International Educator, Bali FIRE | Amy Minkley | 137
Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet affordable lifestyle, spending only $30k a year. She details her frugal upbringing, early teaching career in Japan, and subsequent well-paid international teaching positions that allowed her to save aggressively. The episode also highlights Amy's contributions to the local Balinese community through the FI Freedom Retreats, aimed at educating and bringing together the FI community in Asia. 🌐 🔗 ☕ 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== : Use code CUTOFI to get $30 OFF any course or : Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 ⏰ ‘Catching Up to FI’ Episodes 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 . 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.
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Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
04/16/2025
Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential. 🔗 ☕ 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== : Use code CUTOFI to get $30 OFF any course or : Advice-Only and Flat-Fee Hourly Fiduciary 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.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 📗 ⏰ ‘Catching Up to FI’ Episodes George Kinder (coming in May) 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 . 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.
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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
04/13/2025
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights into the various stages of your investing journey. Rick and Paul both share how they empower investors through their platforms and continue their relentless mission of spreading financial education. 🔗 ☕ 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 Boldin (formerly NewRetirement) Retirement planning software that's like having a financial advisor at your fingertips. 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: For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 🌐 📗 ‘Catching Up to FI’ Episodes: 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 . 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.
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Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
04/07/2025
Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short period of time and downright frightening! So, what do you do? Start by listening to this episode where Bill and Jackie take a deep breath, and discuss the impact of these recent market declines. There is a natural human reaction of fear, but they share tips on tempering those emotions and remaining levelheaded during volatile times. They also talk through the importance of understanding stock market history and cover practical strategies like rebalancing and tax-loss harvesting. They highlight personal experiences from past market drops like the 2008 financial crisis and the COVID-19 market scare, stressing the significance of maintaining a long-term perspective. Tell us how you're feeling about this market drop and any tips you have for other late starters:🎙️ 🔗 ☕ Like what you hear on Catching Up to FI? Support the show at Join 'Catching Up to FI' Community Facebook Group 🔗 === DEALS AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: 📈 Boldin (formerly NewRetirement) Retirement planning software that's like having a financial advisor at your fingertips. 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: For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: 'Catching Up to FI Episodes' 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 . 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.
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Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
04/06/2025
Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retirement distributions. He's also the brilliant mind behind the website '72tcalc', hands down the most comprehensive resource we've found specifically focusing on 72(t)s. Cohost Jackie knows because she set up her own substantially equal periodic payments (SEPP) using IRS rule 72(t) in 2024 and will share some details of her first-hand experience. If you've been fearful and confused about how 72(t)s work, fear no more! In this episode, we thoroughly break down everything you need to know in a way you've never heard before. We also discuss more than a dozen other ways the IRS allows you to legally avoid federal tax penalties for early withdrawals from your retirement accounts. To make sure we did this topic justice, we turned it into a 2-part series. This is part 2, so make sure you go back and listen to . Both episodes are packed with valuable insights and practical tips for anyone considering early retirement. 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: 🌐 Free consultation with Bill Stecker’s Firm- The Marble Group email: Phone: (312) 361-0221 📱72(t) CALCULATORS 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 . 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.
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Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132
04/02/2025
Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132
April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources. 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: 🌐 ‘Catching Up to FI’ Episodes: 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 . 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.
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72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131
03/30/2025
72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131
One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retirement distributions. He's also the brilliant mind behind the website '72tcalc', hands down the most comprehensive resource we've found specifically focusing on 72(t)s. Cohost Jackie knows because she set up her own substantially equal periodic payments (SEPP) using IRS rule 72(t) in 2024 and will share some details of her first-hand experience. If you've been fearful and confused about how 72(t)s work, fear no more! In this episode, we thoroughly break down everything you need to know in a way you've never heard before. We also discuss more than a dozen other ways the IRS allows you to legally avoid federal tax penalties for early withdrawals from your retirement accounts. To make sure we did this topic justice, we turned it into a 2-part series. This is part 1, and part 2 will be released next week; both packed with valuable insights and practical tips for anyone considering early retirement. ⚠️ Clarifications from this episode: IRS ‘Rule of 50’ for public safety workers who retire after age 50 are exempt from the 10% early distribution penalty. It does include EMTs (Emergency Medical Technicians), however, it does not include all doctors and nurses (see IRS code linked below or read ). For medical expenses, the 10% early withdrawal penalty can be waived without itemizing your deductions if the amount of unreimbursed medical expenses is more than 7.5% AGI. (see IRS code linked below or read ). 🔗 ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. 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: For a full list of our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: 🌐 Free consultation with Bill Stecker’s Firm- The Marble Group email: Phone: (312) 361-0221 📱72(t) CALCULATORS 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 . 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.
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Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130
03/26/2025
Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130
'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 the second part of a two-part episode. The first part was aired last Wednesday (episode 128) so be sure to check it out. 🌐 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 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 . 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.
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Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129
03/23/2025
Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129
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 Middle But wait... there's more! We also get a preview of the Donegans’ upcoming book, 'The Rebels Guide to Financial Freedom: Simple Missions to Take you from Zero to Money Superhero’. The forward is written by one of the most recognized names in the FI Movement, Mr. Money Mustache! 🌐 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW (As an Amazon Associate, I earn from qualifying purchases.) 🌐 🎶New Album: Buy👉🏻 📙New Book: 'Catching Up to FI’ Episodes: 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 . 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.
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Get To Know Your Future Self | Bill Yount | 128
03/19/2025
Get To Know Your Future Self | Bill Yount | 128
'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 with your feedback or question === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 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 . 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.
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Coast FI Couple | Matt & Yana Tarr | 127
03/16/2025
Coast FI Couple | Matt & Yana Tarr | 127
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 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: RESOURCES MENTIONED ON THE SHOW: 🌐 Mindy's 'Catching Up to FI Episode': 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 . 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.
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Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
03/12/2025
Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
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 her enthusiasm. From her early life in poverty to building wealth through strategic saving and investing, Jackie provides a transparent look at her imperfect journey, aiming to inspire others on the path to FI. She not only shares her real numbers, but also her genuine thoughts and feelings beyond the math. Join us to learn from her experience and embrace the big takeaway that 'precision is not required' to reach your financial goals, even when you’re getting a late start. 🗣️ SHARE YOUR CONFESSION! Do you have a non-FI confession to make??? Leave us a voice message and we may just play it on a future show! Use this link to record a message from your computer or right from your phone: 📲 🌐 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: 🌐 🎙️ 📕Jackie's book: 📈 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 . 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.
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Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
03/09/2025
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
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, divorce, discrimination, and more. Lynette also gets vulnerable with us, sharing her emotional stories about dealing with her own divorce and the death of her sister. 🌐 🔗 ☕ 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 === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📕 📗 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 . 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.
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“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124
03/02/2025
“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124
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 thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending. 🌐 🔗 ☕ 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 === THANK YOU TO OUR SPONSORS === 📈 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: 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 🎙️ Charity: Catching Up to FI podcast episodes: 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 . 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.
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ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
02/23/2025
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
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 a Voice Message with your feedback or question === THANK YOU TO OUR SPONSORS === 📈 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: 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 🎙️ 📗 Shannah's new book: 🥇 🎁 (freebies) 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 . 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.
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Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
02/16/2025
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
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 hear on Catching Up to FI? Support the show at 🎙️We love hearing from you! Record a Voice Message with your feedback or question === THANK YOU TO OUR 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: 💵Discount for Student Loan Planner consultation Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: 🌐 🎙️ 🗣️ 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 . 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.
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Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
02/09/2025
Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
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 === 📈 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 🎙️ 🎙️ n The online Estate Planning program Jackie used for her 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 . 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.
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"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120
02/02/2025
"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120
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 === 📈 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: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 ESI Money article: 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 . 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.
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Leaning Out: Cracking the Burnout Code | Dawn Baker | 119
01/26/2025
Leaning Out: Cracking the Burnout Code | Dawn Baker | 119
Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author of the book . Discover practical advice for high-powered professionals struggling with exhaustion, cynicism, and lack of motivation. Whether you're an overworked physician, a stressed corporate employee, or overloaded entrepreneur, this episode will give you actionable tips to help you regain balance and find fulfillment. 🔗 🔥🔥🔥 Check out these discounts from our new partners: 💰MyBudgetCoach MyBudgetCoach is the only budgeting app to connect every user with a real-life coach from Day 1. You pick the coach that resonates most with you from their directory. Unlock 35 Days of free financial coaching and start making Smart Money Moves plus receive 10% off subscription costs by entering code: 🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. 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. 👉🏼 Be sure to use this link: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 📕 ~Jordan Grumet 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 . 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.
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Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118
01/22/2025
Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118
In this episode, we're taking it to the streets of Atlanta, GA where the 2024 took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with some of them and asked the big question: "What is your best tip for late starters?" 🔗 Huge thanks to our fellow content creators that contributed their valuable tips! (As an Amazon Associate, I earn from qualifying purchases.) Gwen Merz (Firey Millennials) 🌐 Rocky Lalvani (Profit Comes First) 🌐 Heather Phillips (Tiller) 🌐 Fritz Gilbert (Retirement Manifesto) 🌐 Podcast Episode: 📗 Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years Buy👉🏻 https://amzn.to/4g31kMr Diania Merriam (EconoMe Conference) 🌐 Podcast Episode: Skyler Fleming (Money Talk with Skyler Fleming) 🌐 Sean Mullaney (The FI Tax Guy) 🌐 Podcast Episodes: Doug Nordman aka Nords (Military Financial Independence) 🌐 Podcast Episode: 📗Raising Your Money-Savvy Family For Next Generation Financial Independence Buy👉🏻 📕Military Guide to Financial Independence and Retirement Buy👉🏻 Larry Tuch (The Abundant Wallet) 🌐 Crystina Cardozo (Run the Numbers) 🌐 Avanti Shetye (Wealthwyzr) 🌐 Aseefa Ismail (Balanced Checkbook) 🌐 Marvá Morrow 🌐 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 . 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.
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Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
01/19/2025
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, . We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement. 🔗 🔥🔥🔥 Check out our new partners and affiliates: 💰MyBudgetCoach MyBudgetCoach is the only budgeting app to connect every user with a real-life coach from Day 1. You pick the coach that resonates most with you from their directory. You can message your coach or set up a one-on-one call with them for an additional fee. Unlock 35 Days of free financial coaching and start making Smart Money Moves plus receive 10% off subscription costs by entering code: 🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. Student Loan Planner has consulted on hundreds of millions in student debt and found 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 👉🏼 Be sure to use this link: 📈 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 market conditions and build confidence in your chance of success using. Monte Carlo simulations. Get started for free. No sign-up or credit card required. 👉🏼 Be sure to use this link: 💸Lunch Money Lunch Money has been making personal finance management delightfully simple for the modern-day spender since 2019 and steadily built a loyal customer base of thousands of users in 30+ different countries. They have a pay-what-you-want pricing plan for annual subscriptions starting at $50. 👉🏼 Be sure to use this link: For a full list of our partners, sponsors and affiliates, click here: Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 📗 Catching Up to FI Episodes mentioned: Jennifer Rozelle (coming in February 2025) 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 . 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.
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