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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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 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 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 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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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 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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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 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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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 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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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 Resources mentioned on the show: "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 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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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 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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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 Resources mentioned on the show: 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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What the (Insurance) Hack? | Chris Hutchins | 058
02/04/2024
What the (Insurance) Hack? | Chris Hutchins | 058
Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing attention to ones that deal specifically with insurance. From auto to property, and term life to travel insurance, Chris shares valuable tips and insights on how to manage these policies more efficiently. Crucially, he maintains that you shouldn't have to compromise your lifestyle to ensure you're getting the most from your insurance policies. Whether you're an insurance novice or you think you've heard it all before, Chris offers a fresh and insightful perspective on how to hack your way to better insurance understanding and management. 🔗 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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CRASH!: Money Trauma and Recovery | Shannah Game | 057
01/28/2024
CRASH!: Money Trauma and Recovery | Shannah Game | 057
Shannah Game is a certified financial planner, prolific entrepreneur, author of the Money Mindset Journal, engaging speaker, and the host of Everyone's Talkin' Money podcast. Shannah, Bill, and Becky dig deep into the subject of money traumas, exploring their impact on individuals, relationships and overall financial health. Shannah offers practical strategies for identifying and healing from these traumas. She also emphasizes the importance of understanding our relationship with money and suggests helpful practices like journaling to gain better insights and manage these relationships effectively. Find Shannah on Instagram and TikTok @shannahgame 🔗 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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Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056
01/21/2024
Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056
Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique perspective on the simplicity of financial success, underscored by his simple rules - 'live below your means' and 'invest early and often.' We delve into the value of robo-advisors versus human advisors, Jeremy’s thoughtful approach to constructing a portfolio, his views on cryptocurrency, and the common financial mistakes he witnessed over the years. Plus, you'll hear about Jeremy's newest venture that democratizes access to financial advice and his clear stance on avoiding the pitfalls of lifestyle creep and complex investing. 🔗 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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Money Zen | Manisha Thakor | 055
01/14/2024
Money Zen | Manisha Thakor | 055
We are honored to have Manisha Thakor, author of "Money Zen," as our guest. Manisha shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve into the meaning of "enough" in both personal finance and emotional wealth. Join us as we explore how to find balance between financial health and emotional wealth, and discuss the cultural pressure of perpetual busyness. Whether you identify as a workaholic or someone caught up in the race of modern life, this episode offers invaluable opportunities for reflection. 🔗 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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Social Security Made Simple | Mike Piper | 054
01/07/2024
Social Security Made Simple | Mike Piper | 054
Mike Piper, author of the book, "Social Security Made Simple", helps Bill and Becky navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying benefits. Mike sheds light on the often overlooked aspect of spousal benefits, emphasizing that delaying your benefits can help boost the household income for as long as either spouse is alive. The team also explores the complications that can arise from differing ages and earning histories of spouses. Mike has numerous helpful resources available at his blog, Oblivious Investor, that simplify how Social Security works and how individuals can make informed decisions about when to file for benefits. Whether you're single, married, or thinking about retirement planning, this episode offers important insights to help you understand and maximize your Social Security benefits. 🔗 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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Imagineer Your Ikigai | Matt Richter | 053
12/31/2023
Imagineer Your Ikigai | Matt Richter | 053
Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, managing windfalls, how to live in stealth wealth, and following your Ikigai. Matt loves spending time with his family, traveling, brewing beer, and writing on his blog to share his biggest passion, Financial Imagineering: making money work for you so you can unlock and spend more of your most precious resource on this planet, self-determined time, in order to pursue your dreams and passions. Matt Richter on , , and 🔗 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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Bigger Pockets Money | Mindy Jensen & Scott Trench | 052
12/24/2023
Bigger Pockets Money | Mindy Jensen & Scott Trench | 052
Happy Holidays from the Catching Up to FI team! Please enjoy this episode where Bill and Becky share their financial stories with Mindy Jensen and Scott Trench of Bigger Pockets Money, their most listened to episode! 🔗 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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Go Go Giving | Bill Yount & Becky Heptig | 051
12/17/2023
Go Go Giving | Bill Yount & Becky Heptig | 051
Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even counterintuitive, if you're a late starter, but there are other ways to give beyond cash; you can also donate your time, talent, and even your car! Bill and Becky list a few of their favorite charitable organizations as well as the advantages of donor-advised funds and qualified charitable distributions. Happy giving! 🔗 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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International Living | Jeff Opdyke | 050
12/10/2023
International Living | Jeff Opdyke | 050
Bill and returning guest co-host, Jackie, sit down with Jeff Opdyke to talk about raising financially savvy children as well as the pros and cons of living internationally. Jeff was born and raised in South Louisiana but grew up traveling the world and has never really stopped. He spent 17 years covering personal finance and investing for The Wall Street Journal, and seven years writing the Journal's nationally syndicated “Love & Money” column that chronicled the real ways personal finances and personal relationships clash. Jeff has traveled to more than 70 countries and currently works as a digital nomad living and writing from Cascais, Portugal about retirement lifestyle, travel, and global investing. Jeff Opdyke is the editor of and contributor to . 🔗 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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Single Player FI | Jennifer Mah | 049
12/03/2023
Single Player FI | Jennifer Mah | 049
Jennifer Mah is an FI enthusiast, and you can find her wit and wisdom all over many FI social media channels. She is an administrator of the Afford Anything Facebook Group and is active in the Choose FI Community locally and worldwide. Her home base is in the San Diego area where she is an entrepreneurial financial coach at Your Money, Your Life Financial Coaching. Jen's services are designed to reduce anxiety and stress, help people take control of their money, and empower them to build the life that they want. Jen’s personal and money stories are moving to say the least. Bill and guest co-host Jackie Cummings Koski dive deep with Jen to explore the intersection of personal and financial trauma and inspirational resilience. Please be aware that some of the topics we discuss in today’s show can be triggering. It is with great pleasure that we welcome Jen to the Catching Up to FI Family! 🔗 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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Mom and Dad, We Need to Talk | Cameron Huddleston | 048
11/26/2023
Mom and Dad, We Need to Talk | Cameron Huddleston | 048
Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is an award-winning journalist with 20 years of experience writing about personal finance. Her work has appeared in Forbes, Kiplinger’s Personal Finance, Chicago Tribune, MSN, Yahoo and many more print and online publications. Cameron is a mom of three young kids and is also a daughter; she juggled raising her kids while caring for her mom, who had Alzheimer’s disease. It was a stressful situation, but it gave her great insight into how financially devastating Alzheimer’s and dementia can be. It also made her realize how necessary it is for adult children to be having conversations with their parents about their finances before a health issue or emergency leaves their parents unable to manage their own finances. 🔗 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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My Other Vehicle is a 401(k)! | Diana Falck | 047
11/19/2023
My Other Vehicle is a 401(k)! | Diana Falck | 047
Diana Falck is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. She is also on the staff of Catching Up to FI as our Facebook group administrator and social media maven. Diana has an inspiring story of persistence, diligence, and compassion. Burdened with a six-figure MBA debt for over a decade, the Chicago-born Italian was determined to become debt free and enrolled in Financial Peace University. She went gazelle intense to pay off debt, save for an emergency fund, and invest for retirement. Due to the overhaul in her life, she wanted freedom for others and volunteered in stewardship ministries and then the Financial Independence community. Diana married at 48 and went around the debt mountain for a second round. She is passionate to help and encourage late starters as the journey hits very close to home. 🔗 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 Corrections: 12:30 Study abroad in Spain was a program that Marquette sponsored at Universidad Complutense de Madrid. 29:07 Gig was for three weeks 29:14 21 days 30:11 three weeks 42:21 2020, not 2000 49:30 Jan 2020, not Dec 2020…it took 19 months Resources mentioned on the show: : The Toughest Job You'll Ever Love (Afghanistan) : Physical Presence Test Begin at 14:40 for scene: - ChooseFI Resources that helped Diana's/Falck's Money Journeys Apps that saved our marriage Google Calendar: & Movies Books ~ Dave Ramsey: For Debt ONLY ~ Ramit Sethi ~ Grant Sabatier ~ Dan Miller ~ Jordan Grumet, M.D. Diana would like to dedicate her first podcast to her late cousin, Ida and brother, Tony. If you or someone you know is struggling with addiction, help is out there, and freedom is possible. As with any program…the steps work: 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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Live from Bali! | Stacking Benjamins | 046
11/12/2023
Live from Bali! | Stacking Benjamins | 046
Today's episode is a live recording from the FI Freedom Retreat that took place in Bali, Indonesia in October 2023. Amy Minkley organized this awesome event and there were around 45 people in attendance from all over the globe. Becky Heptig and Joe Saul-Sehy from Stacking Benjamins Podcast hosted a few of the attendees to get their unique and interesting stories. You'll meet Annie, who has tried out Van Life, Chris, a full-time digital nomad, and Tania, who discovered she was FI and didn't even know it! 🔗 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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