Catching Up To FI podcast

Player FM - Internet Radio Done Right

29 subscribers

Hozzáadva kettő éve

A tartalmat a Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/insights-unlocked">Insights Unlocked</a></span>

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Insights Unlocked

Leiratkozás

6 napja6d ago

Leiratkozás

Heti

What does it take to create experiences customers love, craft campaigns that captivate, and drive measurable results? Insights Unlocked features candid conversations with the builders, creators, and innovators driving some of the world’s most impactful digital transformations. Tailored for marketing, product, UX and CX leaders, each episode delivers actionable insights to help you create customer-first strategies and stay ahead in today’s competitive landscape. Each episode is about 30 minutes long. From optimizing product launches to leveraging AI for smarter workflows, Insights Unlocked is your go-to resource for designing experiences that resonate, drive loyalty, and achieve business results. Guests include influential leaders like Brian Solis, April Dunford, Kate Towsey, Jacob Nielsen, Teresa Torres, and Judd Antin among others, offering their expertise in CX, UX, and innovation. The podcast also highlights strategies and success stories from leading brands such as Verizon, Signet Jewelers, Figma, Microsoft, Tesco Bank, and more. UserTesting leaders and industry experts join as guest hosts, alongside show producer Nathan Isaacs, award-winning journalist and Senior Manager of Content Production at UserTesting. Brought to you by UserTesting, the leader in human insights and proactive customer experience strategies, Insights Unlocked empowers CMOs and marketing teams to craft experiences that drive growth, loyalty, and impact. Listen and subscribe wherever you get your podcasts. Show notes, curated clips and more at usertesting.com/podcast.

Catching Up to FI

Megosztás

Sorozat kép•Feed

A mindset, money, and life podcast for late starters catching up to Financial Independence.

135 epizódok

#Business #Bill Yount #Fire #Catchinguptofi #Financialeducation #Financialindependence #Financialliteracy #Latestarter #Trading #Bill Yount & Jackie Cummings Koski #Jackie Cummings Koski

Catching Up to FI

29 subscribers

updated 6 napja

Megosztás

Sorozat kép•Feed

A mindset, money, and life podcast for late starters catching up to Financial Independence.

135 epizódok

#Business #Bill Yount #Fire #Catchinguptofi #Financialeducation #Financialindependence #Financialliteracy #Latestarter #Trading #Bill Yount & Jackie Cummings Koski #Jackie Cummings Koski

Minden epizód

Catching Up to FI

1
Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135 53:36

6 napja53:36

Lejátszás később

Listák

Tetszik

Kedvelt

53:36

📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short period of time and downright frightening! So, what do you do? Start by listening to this episode where Bill and Jackie take a deep breath, and discuss the impact of these recent market declines. There is a natural human reaction of fear, but they share tips on tempering those emotions and remaining levelheaded during volatile times. They also talk through the importance of understanding stock market history and cover practical strategies like rebalancing and tax-loss harvesting. They highlight personal experiences from past market drops like the 2008 financial crisis and the COVID-19 market scare, stressing the significance of maintaining a long-term perspective. Tell us how you're feeling about this market drop and any tips you have for other late starters:🎙️ Record a Voice Message here 🔗 Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" Join 'Catching Up to FI' Community Facebook Group 🔗 https://www.facebook.com/groups/catchinguptofi === THANK YOU TO OUR PARTNERS === For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: JLCollins A Guided Meditation for When the Stock Market is Dropping https://youtu.be/OOGU94eL07E?si=sQvjfb0VlqEkiQUl Rob Berger: Trump, Tariffs and Turmoil | Live Q&A (recording) https://www.youtube.com/live/ZuJwZ0SVZck?si=S1MdgMQ41fEkaKPn Morningstar Article: What We’ve Learned From 150 Years of Stock Market Crashes: Though they varied in length and severity, the market always recovered and went on to new highs. https://www.morningstar.com/economy/what-weve-learned-150-years-stock-market-crashes AP News Article: A 10% drop for stocks is scary, but isn’t that rare https://apnews.com/article/financial-markets-correction-sp-wall-street-904910323785d377a7d61023df450b72 Forbes Article: How Long Do Recessions Last? https://www.forbes.com/advisor/investing/how-long-do-recessions-last/ JLCollins A Guided Meditation for When the Stock Market is Dropping https://youtu.be/OOGU94eL07E?si=sQvjfb0VlqEkiQUl Tax Loss Harvesting (Jesse Cramer) https://bestinterest.blog/is-tax-loss-harvesting-worthwhile/ How to Tax-Loss Harvest – Step-by-Step Guide (White Coat Investor) https://www.whitecoatinvestor.com/tax-loss-harvesting/ 'Catching Up to FI Episodes' Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/33788912 Pathfinders: Stories of Success and Financial Independence | JL Collins | 069 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/30691613 Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/30691623 F-You Money Part 1 | JL Collins | 023 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/27348759 F-You Money Part 2 | JL Collins | 024 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/27348945 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.…

Catching Up to FI

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Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133 1:01:52

7 napja1:01:52

1:01:52

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retirement distributions. He's also the brilliant mind behind the website '72tcalc', hands down the most comprehensive resource we've found specifically focusing on 72(t)s. Cohost Jackie knows because she set up her own substantially equal periodic payments (SEPP) using IRS rule 72(t) in 2024 and will share some details of her first-hand experience. If you've been fearful and confused about how 72(t)s work, fear no more! In this episode, we thoroughly break down everything you need to know in a way you've never heard before. We also discuss more than a dozen other ways the IRS allows you to legally avoid federal tax penalties for early withdrawals from your retirement accounts. To make sure we did this topic justice, we turned it into a 2-part series. This is part 2, so make sure you go back and listen to part 1 which was released on March 30th . Both episodes are packed with valuable insights and practical tips for anyone considering early retirement. 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: 🌐 72tcalc.com Website Free consultation with Bill Stecker’s Firm- The Marble Group email: themarblegroup@wispertel.net Phone: (312) 361-0221 Jackie’s review of 72tcalc.com website Most recent IRS list of exceptions to 10% tax penalty on early withdrawals IRS Tax Code 72(t)- Substantially Equal Periodic Payments (SEPP) IRS Single Life Table- Effective 1/1/2022 IRS website with the listing of recent interest rates (120% of Applicable Federal Midterm Rate) IRA first time homebuyer exception (you are considered a first-timer if you haven't owned a primary home the past 2 years) Rule 72(t) Example- Eric Cooper Rule 72(t) Example- Dare to Draw Down 📱72(t) CALCULATORS FI Tax Guy Google Sheet Dinkytown CalcXML 72tcalc 72net 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.…

Catching Up to FI

1
Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132 33:44

11 napja33:44

33:44

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources. 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: 🌐 Website Merriman Financial Literacy Program at Western Washington University IGrad Next Gen Personal Finance White Coat Investor The John C. Bogle Center for Financial Literacy ‘Catching Up to FI’ Episodes: We're Talking Millions! Part 1 | Paul Merriman | 008 We're Talking Millions! Part 2 | Paul Merriman | 009 Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072 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.…

Catching Up to FI

1
72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131 59:59

14 napja59:59

59:59

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retirement distributions. He's also the brilliant mind behind the website '72tcalc', hands down the most comprehensive resource we've found specifically focusing on 72(t)s. Cohost Jackie knows because she set up her own substantially equal periodic payments (SEPP) using IRS rule 72(t) in 2024 and will share some details of her first-hand experience. If you've been fearful and confused about how 72(t)s work, fear no more! In this episode, we thoroughly break down everything you need to know in a way you've never heard before. We also discuss more than a dozen other ways the IRS allows you to legally avoid federal tax penalties for early withdrawals from your retirement accounts. To make sure we did this topic justice, we turned it into a 2-part series. This is part 1, and part 2 will be released next week; both packed with valuable insights and practical tips for anyone considering early retirement. ⚠️ Clarifications from this episode: IRS ‘Rule of 50’ for public safety workers who retire after age 50 are exempt from the 10% early distribution penalty. It does include EMTs (Emergency Medical Technicians), however, it does not include all doctors and nurses (see IRS code linked below or read this article ). For medical expenses, the 10% early withdrawal penalty can be waived without itemizing your deductions. Amount of unreimbursed medical expenses (>7.5% AGI). (see IRS code linked below or read this article ). 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: 🌐 72tcalc.com Website Free consultation with Bill Stecker’s Firm- The Marble Group email: themarblegroup@wispertel.net Phone: (312) 361-0221 Jackie’s review of 72tcalc.com website Most recent IRS list of exceptions to 10% tax penalty on early withdrawals IRS Tax Code 72(t)- Substantially Equal Periodic Payments (SEPP) IRS Single Life Table- Effective 1/1/2022 IRS website with the listing of recent interest rates (120% of Applicable Federal Midterm Rate) IRA first time homebuyer exception (you are considered a first-timer if you haven't owned a primary home the past 2 years) Rule 72(t) Example- Eric Cooper Rule 72(t) Example- Dare to Draw Down 📱72(t) CALCULATORS FI Tax Guy Google Sheet Dinkytown CalcXML 72tcalc 72net 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.…

Catching Up to FI

1
Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130 43:51

18 napja43:51

43:51

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot to say so this is the second part of a two-part episode. The first part was aired last Wednesday (episode 128) so be sure to check it out. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) EverydayFI podcast 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.…

Catching Up to FI

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Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129 1:14:33

21 napja1:14:33

1:14:33

In this episode we welcome back the rebels, Katie and Alan Donegan. They are founders of the Rebel Finance School and have turned the concept of financial independence (FI) into an energetic global movement. We are celebrating the launch of their brand-new music album. But it's not just music, it’s a Money Revolution and the world's first financial independence album! The Donegans give us a behind the scenes look at the making the of the album and a backstage pass to some of the tracks, including: 🎤 4% Rule 🎤 Badassity (Mustachianism) 🎤 Create a Gap 🎤 The Boring Middle But wait... there's more! We also get a preview of the Donegans’ upcoming book, 'The Rebels Guide to Financial Freedom: Simple Missions to Take you from Zero to Money Superhero’. The forward is written by one of the most recognized names in the FI Movement, Mr. Money Mustache! 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) 🌐 Website 🎶New Album: Money Revolution: The World’s First Financial Independence Music Album! Buy👉🏻 🎵💿 📙New Book: 'The Rebels’ Guide to Financial Freedom: Simple Missions to take you from Zero to Money Superhero Rebel Entrepreneur Podcast Sign up for Alan & Katie’s 2025 Rebel Finance School Rebel Donegans YouTube The Shockingly Simple Math behind retiring early retirement article 'Catching Up to FI’ Episodes: Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079 Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073 The pURPOSE Code | Jordan Grumet | 115 Mr 4% is now Mr 5% | Bill Bengen | 111 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.…

Catching Up to FI

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Get To Know Your Future Self | Bill Yount | 128 46:21

25 napja46:21

46:21

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot to say so this is a two-parter and will be aired over the next two Wednesday episodes. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) EverydayFI podcast 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.…

Catching Up to FI

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Coast FI Couple | Matt & Yana Tarr | 127 1:06:20

28 napja1:06:20

1:06:20

Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest 😂) from the 'BiggerPockets Money' and 'Living a FI Life' podcasts. In this episode we talk with Matt and Yana Tarr, the married duo behind the 'CoastFI Couple' blog and podcast. The conversation centers around the power of Coast FI, and how open, healthy communication about money can strengthen partnerships and marriages. We also highlight their favorite budgeting and accountability tool, Qube Money and why it's such a great tool for late starters. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: 🌐 Website: Coast FI Couple Podcast: Coast FI Couple Charity: Best Buddies Qube Money Mindy's 'Catching Up to FI Episode': From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071 BiggerPockets Money & Living a FI Life podcast (Mindy Jensen) Inside Out Money podcast (Maggie Tucker) 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.…

Catching Up to FI

1
Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126 29:38

5 weeks29:38

29:38

Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial decisions that didn’t exactly follow the 'rules' of FI, and some are downright shocking… such as taking a 401(k) loan (don’t judge too soon😁). These moves may have gone against traditional FI principles, but they didn't ruin her plans or curb her enthusiasm. From her early life in poverty to building wealth through strategic saving and investing, Jackie provides a transparent look at her imperfect journey, aiming to inspire others on the path to FI. She not only shares her real numbers, but also her genuine thoughts and feelings beyond the math. Join us to learn from her experience and embrace the big takeaway that 'precision is not required' to reach your financial goals, even when you’re getting a late start. 🗣️ SHARE YOUR CONFESSION! Do you have a non-FI confession to make??? Leave us a voice message and we may just play it on a future show! Use this link to record a message from your computer or right from your phone: 📲 https://catchinguptofi.com/contact-us/#voicemail 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: 📕Jackie's book: 'F.I.R.E. For Dummies' 📈 Jackie's Investment Club through BetterInvesting.org CampFI website Watch other inspiring talks on CampFI's YouTube channel 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.…

Catching Up to FI

1
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125 1:04:16

5 weeks1:04:16

1:04:16

Lynnette Khalfani-Cox (also known as 'The Money Coach' ) is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller ‘Zero Debt: The Ultimate Guide to Financial Freedom’. Lynette joins us on this episode to share some of the big takeaways from her latest book 'Bounce Back', offering practical and emotional guidance for those recovering from financial setbacks. She guides us on how to take on―and defeat―the most common and difficult challenges most of us face, like being downsized from a job, disasters, debt, divorce, discrimination, and more. Lynette also gets vulnerable with us, sharing her emotional stories about dealing with her own divorce and the death of her sister. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) 🌐 Website Ask the Money Coach YouTube…

Catching Up to FI

1
“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124 1:13:32

6 weeks1:13:32

1:13:32

Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSORS === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link For a full list of 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.) 🌐 Risk Parity Radio website 🎙️ Risk Parity Radio podcast Portfolio Charts https://portfoliocharts.com/ Charity: Father McKenna Center Catching Up to FI podcast episodes: SpongeBob and Drawdown Strategies | Frank Vasquez | 044 Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106 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.…

Catching Up to FI

1
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123 1:09:30

7 weeks1:09:30

1:09:30

Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Money', a step-by-step guide to breaking free from money stress, shame, and self-doubt. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSORS === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link For a full list of 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.) 🎙️ Everyone's Talkin' Money Podcast 📗 George Kinder The Trauma of Money Method CRASH!: Money Trauma and Recovery | Shannah Game | 057 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.…

Catching Up to FI

1
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122 1:07:26

8 weeks1:07:26

1:07:26

We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help you tackle your student loan challenges head-on. We explore smart repayment strategies, student loan forgiveness, the impact of current and future government policies and more. 🌐 Visit Catching Up to FI website 🔗 Connect with us ☕ 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 === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: 💵Discount for Student Loan Planner consultation Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link 🌐 Student Loan Planner website 🎙️ Student Loan Planner podcast 🗣️ Travis' talk at EconoMe 2020 A Hero’s Journey: Krista & Ed, The Mother of All Case Studies! | Krista and Ed Kim | 97 📢 Charity shout out: PKP Community Centre 📣 Podcast shout out: The Struggle is Real 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.…

Catching Up to FI

1
Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121 1:03:39

9 weeks1:03:39

1:03:39

Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI === NEW SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version, or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) 🌐 Indiana Estate Elder Law 🎙️ Legal Tea Podcast 🎙️ Legal Tea podcast episode #174 (Estate Tax Planning Post-Trump Reelection) n Jenny’s talk at Bogleheads 2024 LinkedIn Twitter/X The online Estate Planning program Jackie used for her will 👉🏽 Trust & Will If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our 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.…

Catching Up to FI

1
"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120 52:42

10 weeks52:42

52:42

Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she had $257,000 in debt. She was in serious financial despair but managed to slowly dig out. The progress she made was impressive and just ten years later, she reached financial independence. In this episode Monica shares the challenges she faced as a divorced single mom, her parents' immigrant story, and the smart, scrappy moves she made to transform her financial life. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI === NEW SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version, or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of 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.) 🌐 Grab Your Slice of Financial Independence 📗 Order 'Grab Your Slice of Financial Independence' on Amazon LinkedIn Instagram ESI Money article: Journey to FIRE as a Late Starting Single Parent 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.…

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