87 episodes

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

Catching Up to FI Bill Yount & Jackie Cummings Koski

    • Business
    • 5.0 • 3 Ratings

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

    The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086

    The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086

    Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculators. Chris, Bill, and Jackie chat about the advantages of starting late, advice-only financial planning, and strategies for aligning spending with personal values. 
     🔗Connect with us
     Buy CUtFI a coffee
     Record a message for CUtFI
    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.)
    🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust 
    Boston Institute of Finance Personal Growth Track: Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself.
     
    Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team.
     
    Resources mentioned on the show: As an Amazon Associate we earn from qualifying purchases.
     
    🌐 Can I Retire Yet?
     
    📗ChooseFI: Your Blueprint to Financial Independence by Chris Mamula, Brad Barrett, and Jonathan Mendonsa
    EconoMe
    Mr. Money Mustache
    JL Collins
    Mad FIentist
    Can I Retire Yet?: How to Make the Biggest Financial Decision of the Rest of Your Life by Darrow Kirkpatrick
    F.I.R.E. For Dummies by Jackie Cummings Koski
    ChooseFI
     The Tim Ferriss Show
    Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers by Tim Ferriss
    The Power of Reinvention with The Financial Tortoise | Tae Kim | 082
    7 Advantages When You Start Saving for Retirement Late
    Early Retirement Extreme
    Maximize ACA Subsidies and Minimize Health Insurance Costs
    Music Money Man | Cody Garrett | 035
    Abundo Wealth
    The Best Retirement Calculators by Darrow Kirkpatrick 
    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.

    • 1 hr 4 min
    Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085

    Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085

    Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy!
    🔗 Connect with us
     Buy CUtFI a coffee
     Record a message for CUtFI
    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
    🎙️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.
    Resources mentioned on the show:
    BiggerPockets Money Podcast
    Paul Merriman
    The Shockingly Simple Math to Early Retirement, Mr. Money Mustache
    Annual Report of the Supplemental Security Income Program, May 2024
    4% Rule
    Rethink Social Security: Myths, Benefits, and Clearing Up Misconceptions
    opensocialsecurity.com
    Retiring Before Mom & Dad | Rob Berger | 025
    HSA - The Ultimate Retirement Account, Mad FIentist
    Fidelity HSA
    Year End Tax Planning | Sean Mullaney | 045
    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.

    • 58 min
    The Power of Reinvention with The Financial Tortoise | Tae Kim | 082

    The Power of Reinvention with The Financial Tortoise | Tae Kim | 082

    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.
    🔗 Connect with us
     Buy CUtFI a coffee
     Record a message for CUtFI
    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
    🎙️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.
    Resources mentioned on the show:
    Financial Tortoise
    EconoMe
    Dave Ramsey
    “Spend confidently on the things you love, and cut back mercilessly on the things you don’t.” - Ramit Sethi
    Jeremey Schneider
    Chris Hutchins
    40 Reasons Why Life Gets Better After 40
    40 Things I Realized After I Turned 40
    Naval Ravikant
    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.

    • 1 hr
    Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Podcast | 083

    Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Podcast | 083

    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!
    🔗 Connect with us
     Buy CUtFI a coffee
    Record a message for CUtFI
    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
    🎙️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.
    Resources mentioned on the show:
    BiggerPockets Money
    Monarch Money
    Empower
    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.

    • 36 min
    Can Prenups Really Save Your Marriage? | Aaron Thomas | 081

    Can Prenups Really Save Your Marriage? | Aaron Thomas | 081

    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. 
    🔗 Connect with us
     Buy CUtFI a coffee
    Record a message for CUtFI
    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 we earn from qualifying purchases.
    prenups.com
    The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas
    EconoMe
    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.

    • 59 min
    How to Think About Time: A Humble Legacy | Jonathan Clements | 081

    How to Think About Time: A Humble Legacy | Jonathan Clements | 081

    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.  
    🔗 Connect with us
     Buy CUtFI a coffee
    Record a message for CUtFI
    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 C Word
    Humble Dollar
    The White Coat Investor's Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed by James M Dahle
    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
    Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet
    The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder
    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.

    • 1 hr 29 min

Customer Reviews

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3 Ratings

3 Ratings

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