Explore every episode of the podcast Catching Up to FI
| Title | Pub. Date | Duration | |
|---|---|---|---|
| How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171 | 05 Oct 2025 | 01:21:42 | |
If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without drama—that's the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn "build-your-own paycheck" into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together they demystify:
The big takeaway: document the plan, automate the paycheck, and give yourself permission to enjoy the "go-go" years—because money's job is to fund a life, not gather dust.
📩 Sign up for our newsletter (NEW!) 🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 📈 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: Go.boldin.com/catchingup For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charity: Freedom for Fido 📘 Keys to a Successful Retirement 📕 Control Your Retirement Destiny 📄 Retirement Red Zone: Rethinking Your Investment Strategy
⏰ 'Catching Up to FI' Episodes Hard & Soft Sides of Retirement | Fritz Gilbert | 019
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170 | 28 Sep 2025 | 00:46:45 | |
Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. He joins us to ask the question that instantly ties our brain in knots: 'What is money, really?' From there, he discusses:
Come for the doodles; leave with a gentler, saner way to align your calendar, your checkbook, and your life.
📩 Sign up for our newsletter (NEW!) 🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all 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: studentloanplanner.com/catchingup
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 📗 Your Money: Reimagining Wealth in Simple Sketches
⏰ 'Catching Up to FI' Episodes Enoughness: Your Life or Your Money | Vicki Robin | 95
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161 | 10 Aug 2025 | 01:29:39 | |
We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. She was also this year's brave Case Study at the EconoMe conference and revealed all her numbers in front of a live audience to get crowd-sourced feedback in real time. What transpired afterwards was powerful- she quit her day job and handed in her clinical badge to enjoy a sabbatical she had been longing for! With a little help from some Boldin financial modeling and a Nectarine hourly planner, she made the leap and takes us through exactly how she did it. === VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI" - Bill Yount & Jackie Cummings Koski.
✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.
✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.
✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.
✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI
Other categories
🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 📈 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: Go.boldin.com/catchingup
Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course
Nectarine: 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: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: Charity: Adelante Latina ⏬ Catching Up to FI version of Case Study Template (Download and save a copy) The Advisor Lisa used at Nectarine (John O'Callaghan, CFP®). Book your own session using this Nectarine Affilate Link: https://hellonectarine.com/r/cutfi Fioneers 'Coast With Confidence' Course https://thefioneers.com/coast-with-confidence-waitlist
⏰ 'Catching Up to FI' Episodes Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153 The Godfather of FI Talks Fatherhood | JL Collins | 149 Vote Your Money: Values Aligned Investing | Janine Firpo | 139 $1M Debt!: "One Dollar at a Time" | Naseema McElroy | 014
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071 | 21 Apr 2024 | 01:06:46 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas Mindy and Carl on Ramit Sethi's "I Will Teach You To Be Rich" Podcast Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins 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. | |||
| Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070 | 14 Apr 2024 | 00:54:19 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Hard & Soft Sides of Retirement | Fritz Gilbert | 019 From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007 Sapiens: A Brief History of Humankind by Yuval Noah Harari "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 JL Collins on Roman Koshovskyi's Podcast 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. | |||
| Pathfinders: Stories of Success and Financial Independence | JL Collins | 069 | 07 Apr 2024 | 00:55:32 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. FU Money Part 1 | JL Collins | 023 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. | |||
| Don't Miss Out On Today | Mark Ross | 068 | 31 Mar 2024 | 01:11:16 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate, I earn from qualifying purchases. 48 Days to the Work You Love by Dan Miller Mindset: The New Psychology of Success by Carol S. Dweck Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059 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. | |||
| Catching the Wave to FI | Doug Nordman & Carol Pittner | 067 | 24 Mar 2024 | 01:31:37 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Look for their books at your local library in order to "try before you buy." militaryfinancialindependence.com The Military Guide to Financial Independence and Retirement by Doug Nordman Redeployment Wealth Strategies The First National Bank of Dad by David Owen If You Made a Million by David M. Schwartz Top Gun Finance | Stephen Heptig | 031 Mom and Dad, We Need to Talk | Cameron Huddleston | 048 Doug's recommendations for military-friendly charities: - Fisher House Foundation: 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 Wounded Warrior Program 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. | |||
| Scamalot! | Paula Pant | 066 | 17 Mar 2024 | 01:10:08 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) The Internet Crime Complaint Center The Psychology of Money by Morgan Housel Just Keep Buying by Nick Maggiulli Build the Life You Want by Aurthur C. Brooks and Oprah Winfrey 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. | |||
| Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065 | 10 Mar 2024 | 01:20:00 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: What the (Insurance) Hack? | Chris Hutchins | 058 The Surprising Lifetime Cost of Car Ownership Roomba & JOMO | Sarah-Catherine Gutierrez | 016 10 Financial Tips We Wish We'd Learned Earlier in our FIRE Journey 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. | |||
| On the Road With Catching Up to FI | $lackers Part 2 | 064 | 07 Mar 2024 | 00:53:44 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Roger Whitney 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. | |||
| Retirement Planning Tips | Andy Panko | 063 | 03 Mar 2024 | 01:02:08 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Retirement Planning Education Website Find Andy's FB, YT, & Podcast Here MYGA – Multi-Year Guaranteed Annuity SPIA – Single Premium Immediate Annuity Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins Social Security Made Simple | Mike Piper | 054 The Retirement Answer Man The Retirement and IRA Show NewRetirement Rock Retirement Club Advise-Only Network Andy@andypanko.com 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. | |||
| On the Road With Catching Up to FI | $lackers Part 1 | 062 | 29 Feb 2024 | 00:47:06 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Retire Often | Jillian Johnsrud | 043 Outlive: The Science & Art of Longevity by Peter Attia 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. | |||
| The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160 | 03 Aug 2025 | 01:24:14 | |
Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).
=== VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI" - Bill Yount & Jackie Cummings Koski.
✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.
✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.
✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.
✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI
Other categories
🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all 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: studentloanplanner.com/catchingup
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charity: Jonathan Clements Getting Going on Savings Initiative 📘The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived 🎙️Bogleheads on Investing- Episode 82
⏰ 'Catching Up to FI' Episodes How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134 Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117 How to Think About Time: A Humble Legacy | Jonathan Clements | 081
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| Unpacking Retirement Planning Strategies | Kevin Lyles | 061 | 25 Feb 2024 | 01:18:03 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent The Millionaire Next Door: The Surprising Secrets of America's Wealthy Social Security Made Simple | Mike Piper | 054 Retirement Coaches Association kevinlyles@rockretirementclub.com 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. | |||
| Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060 | 18 Feb 2024 | 01:04:29 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Money Letters 2 My Daughter by Jackie Cummings Koski 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. | |||
| Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059 | 11 Feb 2024 | 01:10:36 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Six Activities to "Live Long and Well": Learn Them During Your Next Stay At Madrone Springs Ranch The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker 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. | |||
| What the (Insurance) Hack? | Chris Hutchins | 058 | 04 Feb 2024 | 01:13:49 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Optimizing Your Insurance Policies (Auto, Home/Renters, Umbrella, Life, Disability, Pet, and Travel) Insurance Hacks Part 1 (Home/Auto/Liability/Pet) Insurance Hacks Part 2 (Life, Disability and Travel) Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024 Rental Cars: Saving Money, Avoiding Fees and All the Secret Tricks 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. | |||
| CRASH!: Money Trauma and Recovery | Shannah Game | 057 | 28 Jan 2024 | 01:00:47 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Everyone's Talkin' Money Podcast Payoff Study About Money Trauma in Americans 10 Money Questions to Ask Yourself Freebie CUtFI Episode with Manisha Thankor 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. | |||
| Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 | 21 Jan 2024 | 01:25:21 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Personal Finance Club Jeremy's Instagram Nectarine My $632K Mistake Article The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann Target-Date Funds The Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley and Sarah Stanley Fallaw Vanguard Fidelity Go Schwab Wealthfront Betterment 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. | |||
| Money Zen | Manisha Thakor | 055 | 14 Jan 2024 | 01:26:26 | |
Manisha Thakor is the author of "Money Zen," and 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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 📗MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor 📕On My Own Two Feet: A Mondern Girl's Guide to Personal Finance by Manisha Thakor 📚Get Financially Naked: How to Talk Money with Your Honey by Manisha Thakor Money O2 Podcast with Erin Kuhn: Manisha's Story Enough: True Measures of Money, Business, and Life by John C. Bogle Catching Up to FI Episode 022 with Jordan Grumet 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. | |||
| Social Security Made Simple | Mike Piper | 054 | 07 Jan 2024 | 01:28:15 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) opensocialsecurity.com Oblivious Investor📗 Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less by Mike Piper ssa.gov/myaccount Full Retirement Age Primary Insurance Amount 4% Rule SSA Windfall Elimination Provision Social Security Bridge Payment W-4V Form Garrett Planning Network Advice-Only Network mike@obliviousinvestor.com 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. | |||
| Imagineer Your Ikigai | Matt Richter | 053 | 31 Dec 2023 | 01:21:45 | |
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 Facebook, X, and Medium Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Playing the Game of Life: Comparing Life to Video Games MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor Enough: True Measures of Money, Business, and Life by John C. Bogle How to Build Your Abundant Waterfall of Income Streams Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green 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. | |||
| Bigger Pockets Money | Mindy Jensen & Scott Trench | 052 | 24 Dec 2023 | 01:00:14 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins Set for Life: Dominate Life, Money, and the American Dream by Scott Drench 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. | |||
| Forget the Corporate Ladder, Here's How to Climb 'The Wealth Ladder' | Nick Maggiulli | 159 | 27 Jul 2025 | 01:05:05 | |
Nick Maggiulli is the data-driven creator of the blog 'Of Dollars And Data', Chief Operating Officer at Ritholtz Wealth, and author of the newly released book 'The Wealth Ladder'. He joins us on the show to break down his six-level wealth ladder and openly shares some of his steps and missteps as he moved up on his own wealth-building journey. In this episode, we discuss these financial insights he shared in the book:
=== VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI" - Bill Yount & Jackie Cummings Koski.
✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.
✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.
✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.
✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI
Other categories
🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all 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: studentloanplanner.com/catchingup
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charity: Malaria Consortium The Panel Study of Income Dynamics Saving is For the Poor, Investing is For the Rich
⏰ 'Catching Up to FI' Episodes How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134 How to Think About Time: A Humble Legacy | Jonathan Clements | 081 How a Second Grader Beats Wall Street | Allan Roth | 033
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| Go Go Giving | Bill Yount & Becky Heptig | 051 | 17 Dec 2023 | 00:35:17 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Ronald McDonald House Charities Qualified Charitable Distribution Catching Up to FI Episode 019 with Fritz Gilbert Living Journeys Community Cancer Support The Go-Giver: A Little Story About a Powerful Business Idea 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. | |||
| International Living | Jeff Opdyke | 050 | 10 Dec 2023 | 01:08:04 | |
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 The Global Intelligence Letter and contributor to International Living. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Replay: Your Second Chance to Invest in the American Dream by Jeff Opdyke Financially Ever After: The Couples' Guide to Managing Money by Jeff Opdyke Bite Your Tongue Podcast Episode 2: MONEY...and Your Adult Children! Money Letters 2 My Daughter by Jackie Cummings Koski International Living Conferences 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. | |||
| Single Player FI | Jennifer Mah | 049 | 03 Dec 2023 | 01:13:15 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Letters 2 My Daughter by Jackie Cummings Koski Your Money, Your Life Financial Coaching Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins 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. | |||
| Mom and Dad, We Need to Talk | Cameron Huddleston | 048 | 26 Nov 2023 | 01:19:24 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) ICE (In Case of Emergency) Binder 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. | |||
| My Other Vehicle is a 401(k)! | Diana Falck | 047 | 19 Nov 2023 | 01:07:34 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: 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: Peace Corps: The Toughest Job You'll Ever Love CURE International (Afghanistan) Geoarbitrage: Physical Presence Test Begin at 14:40 for scene: Break the Chains of Debt Legacy Drawer (Dead Box-Jeremy Personal Finance Club) Financial Literacy Education - ChooseFI The Shockingly Simple Math Behind Early Retirement Fight back and WIN - "Bankrupt" - Taylor Swift Bad Blood Parody Resources that helped Diana's/Falck's Money Journeys Apps that saved our marriage Google Calendar: shared YNAB & Nick True for YNAB Help Movies Books The Total Money Makeover ~ Dave Ramsey: For Debt ONLY ChooseFI: Your Blueprint to Financial Independence I Will Teach You to Be Rich ~ Ramit Sethi Financial Freedom ~ Grant Sabatier 48 Days to the Work You Love ~ Dan Miller Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life ~ 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. | |||
| Live from Bali! | Stacking Benjamins | 046 | 12 Nov 2023 | 01:13:27 | |
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: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken 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. | |||
| Year End Tax Planning | Sean Mullaney | 045 | 05 Nov 2023 | 01:07:33 | |
We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in the accumulation and drawdown years. Sean sits down with Bill and Becky for a second time today to discuss important year-end tax planning, a very timely and important topic. Sean will give us a taste for what we should be thinking about for 2023 and planning for 2024. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Solo 401(k): The Solopreneur's Retirement Account by Sean Mullaney Backdoor Roth IRA for Beginners Roth Conversions Before It's Too Late? Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Becky, Bill, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. | |||
| SpongeBob and Drawdown Strategies | Frank Vasquez | 044 | 29 Oct 2023 | 01:50:46 | |
Frank Vasquez is a mostly retired lawyer with over 30 years' experience in investing for his own accounts. He holds degrees in Economics and Engineering from the California Institute of Technology and a law degree from Georgetown University. He is extremely active in the Financial Independence community, answering questions of all types in forums and Facebook groups. He has appeared as a guest on the Choose FI, What's Up Next and Security Analysis podcasts, and run workshops at the EconoMe Conference. His involvement in FI topics and issues predates the FI Community as it is known today. He is the founder and host of Risk Parity Radio, a laboratory or dive bar devoted to asset allocations for the DIY investor and drawdown portfolios. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Interview Notes for Frank Vasquez Histories of the FIRE Community Early Retirement Extreme With Jacob Lund Fisker Retirement Planning Education with Andy Panko Catching Up to FI Episode 022 with Jordan Grumet Liz Ann Sonders With Charles Schwab 📕 Cashing in on the American Dream: How to Retire at 35 by Paul Terhorst Catching Up to FI Episode 033 with Allan Roth A Wealth of Common Sense Blog with Ben Carlson Big Ern's Safe Withdrawal Rate Series 📗 The Little Book of Common Sense Investing by John Bogle 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. | |||
| Retire Often | Jillian Johnsrud | 043 | 22 Oct 2023 | 01:11:44 | |
Jillian Johnsrud is the author of "Fire the Haters: Finding Courage to Create Online In a Critical World," a blogger at montanamoneyadventures.com, a podcaster at Everyday Courage and Retire Often, and a Life Coach. When Jillian and her husband married, they had $55,000 in debt. They also had big dreams: take mini-retirements, travel the world, and adopt children. In the last 21 years, they have paid off all their debt, traveled to 27 counties, lived abroad for 4 years, taken 12 mini-retirements, and adopted 4 kids (plus had 2 biological kids!). They paid cash for their very first home and bought 2 rental properties that they fixed up themselves. They have served on boards of nonprofits, mentored kids from tough situations, and volunteered in all sorts of roles. At 32, Jillian became financially independent. Now it's her mission to help others build a life that perfectly lines up with their values, passion and purpose Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Fire the Haters: Finding the Courage to Create Online in a Critical World by Jillian Johnsrud Catching Up to FI Episode 019 with Fritz Gilbert Catching Up to FI Episode 022 with Jordan Grumet 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. | |||
| The Banes of Financial Independence | Camp FI Midwest Live | 042 | 15 Oct 2023 | 00:51:52 | |
On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Finance Daily, and Jordan Grumet of Earn & Invest. The hosts discuss the surprising and maybe not-so-fun sides of financial independence and how to work through them. We also hear personal stories from the panel's audience. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Optimal Finance Daily with Diania Merriam 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. | |||
| Keeping Up With The Joneses | Bill Yount | 158 | 23 Jul 2025 | 01:00:00 | |
Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast. Along with some of our favorite content creators, he shares his crazy spending screw ups-- and the life lessons that followed. Stories from:
=== VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI" - Bill Yount & Jackie Cummings Koski.
✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.
✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.
✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.
✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI
Other categories
🌐 Visit Catching Up to FI website ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all 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: studentloanplanner.com/catchingup
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Bill Yount (Catching Up to FI) Jesse Cramer (Personal Finance For Long-Term Investors) Diania Merriam (EconoMe Conference & Optimal Finance Daily) Justin Peters (FI Minded, formally The Struggle is Real) Jordan (Doc G) Grumet (Earn & Invest) Joe Saul-Sehy (Stacking Benjamins) Jeremy Schneider (Personal Finance Club)
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| Money for the Rest of Us | David Stein | 041 | 08 Oct 2023 | 01:21:33 | |
David Stein is the host of the personal finance podcast Money for the Rest of Us. The show has over 20M downloads and reaches more than 40,000 listeners per episode. Prior to launching his podcast, David advised and managed assets for institutions and financial planners. He was a Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC. David perfected his teaching style as an investment consultant to numerous not-for-profit institutions. His book Money for the Rest of Us: 10 Questions to Master Successful Investing is different from many of the investing books our audience may have read. It is pivotal in helping "the rest of us" make less emotional and risk conscious decisions when making any investment. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Money for the Rest of US: 10 Questions to Master Successful Investing by David Stein Catching Up to FI Episode 025 with Rob Berger 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. | |||
| How to Think About Money | Jonathan Clements | 040 | 01 Oct 2023 | 01:20:45 | |
Jonathan Clements is the founder and editor of the personal finance website HumbleDollar and author of nine personal finance books. Earlier in his career, Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal finance columnist, and six years at Citigroup, where he was director of financial education for the bank's U.S. wealth management arm. Jonathan about covers topics from two of his books: "How to Think About Money" and his most recent book "My Money Journey: How 30 People Found Financial Freedom – And You Can Too." Note that one journey described in this book is that of a person who "makes a comeback in midlife". Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Saving Our Retirement by Bill Yount How to Think About Money by Jonathan Clements My Money Journey: How 30 People Found Financial Freedom - And You Can Too by Jonathan Clements What is the Easterlin paradox? Catching Up to Fi Episode 039 with Mark Trautman Catching Up to FI Episode 019 with Fritz Gilbert Catching Up to FI Episode 022 with Jordan Grumet 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. | |||
| Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039 | 24 Sep 2023 | 01:14:37 | |
We welcome back Mark Trautman of Mark's Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI. In this conversation, we are going to dive into an alternative to the 4% Rule of Thumb. We see people in our community ask about a drawdown strategy in retirement, and the go-to answer seems to be the 4% Rule. But we would like to present another way of solving for that question, "How much money do I need for retirement?" Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Retirement and IRA Show with Jim Saulnier and Chris Stein The 4% Rule: EDU #2216 - The Retirement and IRA Show The Fun Number Part 1: EDU #2302 - The Retirement and IRA Show All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231 - The Retirement and IRA Show Qualified Longevity Annuity Contract (QLAC) 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. | |||
| On the Road With Catching Up to FI | Stacey's Journey | 038 | 21 Sep 2023 | 01:01:09 | |
For our last installment of On the Road with Catching Up to FI, Becky and co-host Mark chat with Stacey, a (p)retired fellow traveler and member of the Rock Retirement Club. Stacey graciously opens up about the challenges of moving, caring for an aging parent, and being a widow while on the path to FI. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Retirement Answer Man 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. | |||
| Costa Rica FIRE or Bust! | Caroline Ceniza-Levine | 037 | 17 Sep 2023 | 01:11:59 | |
Caroline Ceniza-Levine is one half of Costa Rica Fire. She and her husband, Scott (the other half), both grew up in New York City and have been married for 29 years. In their 20s and 30s, financial independence and early retirement were not at all on Scott and Caroline's radar. They were focused on their jobs and raising their kids in New York City, but also starting to invest in real estate. After focusing on FIRE in their 40s, Scott and Caroline were both able to leave their corporate jobs, and now, in their 50s, they are empty nesters, traveling and splitting their time between New York City, Jacksonville, FL, and Tamarindo, Costa Rica. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Risk Paradox: Life Lessons from 102 Amazing Risk-Takers by Alan Ying and Doug Schneider 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. | |||
| On the Road With Catching Up to FI | Rusty's Journey | 036 | 14 Sep 2023 | 00:19:21 | |
We take the show on the road again. Becky and Mark Trautman, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's Rock Retirement Club. These episodes were recorded in front of a live audience. They are simply chats with people in their peri-retirement years. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Retirement Answer Man 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. | |||
| Music Money Man | Cody Garrett | 035 | 10 Sep 2023 | 01:23:11 | |
Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial. He is a prolific contributor to the financial independence movement. Among other things, we talk to him about vetting a financial advisor in an often confusing financial services industry. Enjoy the show! Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Bigger Pockets Money with Mindy Jensen and Scott Trench 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. | |||
| On the Road With Catching Up to FI | Mike's Journey | 034 | 07 Sep 2023 | 00:33:21 | |
In this episode of On the Road with Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree, Mike. They are all on an Alaskan Cruise with the Rock Retirement Club, founded by a previous guest on the show, Roger Whitney, The Retirement Answer Man. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: IRMAA (income-related monthly adjustment amount) 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. | |||
| How a Second Grader Beats Wall Street | Allan Roth | 033 | 03 Sep 2023 | 01:16:42 | |
Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk. He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking. Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others. Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFP® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and "dares us to be dull" and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Wealth Logic - Dare to be Dull How a Second Grader Beats Wall Street by Allan Roth The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley Predictably Irrational by Dr. Dan Ariely How to Think About Money by Jonathan Clements The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein Common Sense on Mutual Funds by John C. Bogle Fama and French's Three-Factor Model Open Social Security: Free, open-sourced Social Security strategy calculator The Long View Podcast Episode: I Embrace Dumb Beta with Allan Roth Catching Up to FI Episodes 008 & 009: We're Talking Millions! With Paul Merriman Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis 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. | |||
| On the Road With Catching Up to FI | Tony's Journey | 032 | 31 Aug 2023 | 00:31:49 | |
Becky and guest co-host, Mark Trautman, talk to Tony about his journey to FI and retirement while on a cruise to Alaska. This is part of a new series called On the Road with Catching Up to FI. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Retirement Answer Man 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. | |||
| Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157 | 20 Jul 2025 | 00:42:18 | |
Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:
This is the second part of a 2 part episode. Click here to listen to part 1.
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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charity: Jonathan Clements Getting Going on Savings Initiative 📘 The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived
Jon's Sample Financial Reviews Jon' Thesis paper: Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organization Bogleheads Live- Episode 39: Disability Insurance Kitces Article: Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea Bogleheads on Investing Podcast Bogleheads Investment Policy Statement The John C. Bogle Center for Financial Literacy 2025 Bogleheads Conference (Oct 17-19, San Antonio)
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117 Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112 How to Think About Money | Jonathan Clements | 040 How a Second Grader Beats Wall Street | Allan Roth | 033
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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. | |||
| Top Gun Finance | Stephen Heptig | 031 | 27 Aug 2023 | 01:23:10 | |
Bill & Becky chat with our first surprise mystery guest! Check it out! Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Grit: The Power of Passion and Perseverance by Angela Duckworth The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel Rich Dad's Cashflow Quadrant: Rich Dad's Guide to Financial Freedom by Robert Kiyosaki I Will Teach You To Be Rich by Ramit Sethi Audio from The Unshakeable Podcast with Tony Robbins: Part 1 and Part 2 Afford Anything with Paula Pant Catching Up to FI Episode 022: Purpose, Identity, & Connection with Jordan Grumet Jillian Johnsrud's Mini Retirements Die With Zero: Getting All You Can from Your Money and Your Life by Bill Perkins ChooseFI Podcast Essential Listening Guide 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. | |||
| Podcast Movement Live! | Bill Yount & Becky Heptig | 030 | 24 Aug 2023 | 00:16:31 | |
Bill & Becky chat about the conference Podcast Movement and our show live from the FinCon Booth. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Sean Mullaney's YouTube Channel Afford Anything with Paula Pant Lynn Frair: The 8 Forms of Capital Bigger Pockets Money with Mindy Jensen and Scott Trench Bite Your Tongue Podcast with Denise Gorant and Dr. Ellen Braaten Hey, Boomer! Podcast with Wendy Green 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. | |||
| Find Your Camino | Diania Merriam | 029 | 20 Aug 2023 | 01:19:01 | |
Diania Merriam is the founder of The EconoMe Conference, a party about money designed for the FI/FIRE Movement. She is also the host of the popular podcast, Optimal Finance Daily, where she narrates articles from the best personal finance blogs on the planet (1M downloads per month). Discovering the FIRE movement in 2015 led her to get out of $30k of debt in 11 months, save 60% of her income, take a 2-month sabbatical to walk 500 miles across northern Spain on the Camino de Santiago, and self-fund her own business. She retired from her corporate career at 33 years old and now helps others find community and inspiration on the path to financial freedom. Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) EconoMe Conference (Discount code: CATCHINGUP) The 4-Hour Workweek: Escape 9-5, Live Anywhere, Join the New Rich by Tim Ferriss Sacred Rest: Recover Your Life, Renew Your Energy, Restore Your Sanity by Saundra Dalton-Smith 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. | |||