Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94
Episode 94
Sunday, September 1, 2024 • Duration 57:58
Join Bill and Jackie in an engaging conversation with Vicki Robin, co-author of the best-selling book 'Your Money or Your Life'. Vicki shares her insightful philosophy on financial independence, community resilience, and the power of frugality. She discusses her journey from active community building to aging with purpose on Whidbey Island, and how she has woven herself into the fabric of her local community. This episode delves into the thought-provoking aspects of spending life energy wisely, the importance of supportive communities, and the meaningful transition of knowledge and responsibility to younger generations. Tune in to learn how Vicki has managed to align her values with her financial and personal investments and gain inspiration from her lifelong exploration of living a fulfilled life.
Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course
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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.
Millennial Revolution is in The House! | Kristy Shen, Bryce Leung & Little Matchstick | 93
Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housing and career advice, their innovative 'POT Score' (Pay Over Tuition) method for evaluating education costs, and how they handle investments to maintain their FI lifestyle—despite new challenges like parenting. Discover their interesting perspectives on scarcity vs. abundance mindset, and how the FIRE approach has impacted their personal lives, relationships, and travel adventures. This episode is packed with financial wisdom and real-life experiences that will inspire late starters and aspiring FI enthusiasts alike.
Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course
The Power of Reinvention with The Financial Tortoise | Tae Kim | 084
Episode 84
Sunday, June 30, 2024 • Duration 01:00:47
Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal finance YouTuber. He shares his journey from being $105,000 in student debt to achieving financial security and discovering the Financial Independence movement. Tae chats with Bill and Jackie about his experience reinventing himself, the importance of slow and steady progress, prioritizing values over materialism, and overcoming financial mistakes.
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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.
Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083
Episode 83
Wednesday, June 26, 2024 • Duration 36:16
Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two!
🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust
Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.
Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
Episode 82
Sunday, June 23, 2024 • Duration 59:04
Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron shares his expert advice on how to build healthy, successful marriages founded on transparency and communication through loving and fair pre- and post-nups.
Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.
Resources mentioned on the show:As an Amazon Associate we earn from qualifying purchases.
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
Episode 81
Wednesday, June 19, 2024 • Duration 01:29:01
Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love.
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.
Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financial journey to improve his family’s finances without compromising his values.
Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079
Episode 79
Sunday, June 9, 2024 • Duration 01:09:26
Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and Katie's passion for helping others shines through. Bill, Jackie, and the Donegans dive into practical steps to improve financial health, build a debt-free business, and create a life by design. They also explore the significance of continuous self-motivation, the power of asking the right questions, and how to blend traditional financial wisdom with a rebel mindset. Tune in to get inspired and learn how to never compare your pineapples!
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.
CyberFI and the FBI | Donna Peterson | 078
Episode 78
Sunday, June 2, 2024 • Duration 01:15:37
Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-factor authentication, and best practices for digital hygiene. Donna also gives practical tips on using password managers, safeguarding email accounts, and navigating the complexities of online privacy and data breaches.
Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.
The Life and Death of The 4% Rule | Christine Benz | 077
Episode 77
Sunday, May 26, 2024 • Duration 01:10:49
Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing one's retirement plan, and tackles the nuances of various saving vehicles like HSAs. Bill, Jackie, and Christine also chat about the sequence of returns risk and offer practical advice on asset allocation and preparing for healthcare costs in retirement. Additionally, she highlights the significance of community and working in retirement for financial and non-financial well-being, along with a sneak peek into her upcoming book and the Bogleheads conference.
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.
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.)
00:00 The Unexpected Path to Financial Independence
00:24 Challenging Traditional Financial Advice
02:20 Introduction to the Guests: Christy Shen and Bryce Leung
04:53 Parenting and Financial Independence
05:52 Financial Strategies for Raising a Child
07:19 The Importance of Geographic Arbitrage
09:42 The Pay Over Tuition (POT) Score Explained
12:14 Balancing Financial Independence with Family Priorities
17:36 The Impact of FIRE on Personal Relationships
19:08 Scarcity Mindset as a Superpower
25:52 Overcoming the Fear of Investing
28:15 Investment Strategies for Canadians
34:07 Mitigating Sequence of Return Risk
36:32 Navigating Early Retirement Challenges
38:50 Understanding Yield Shield Components
45:57 Philosophy on Housing and FIRE
50:46 The Rule of 150 for Housing Costs
56:09 Adapting and Overcoming Challenges
01:00:19 Diversity in Books and Personal Finance
01:03:14 Final Thoughts and Reflections
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.
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.
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.
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.
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.
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.
Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases.
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
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.
Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases.
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
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