77 episodios

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

Catching Up to FI Bill Yount & Jackie Cummings Koski

    • EconomĂ­a y empresa

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

    The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076

    The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076

    In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding nature of sharing knowledge through educating and mentoring.
    🔗 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
    Resources mentioned on the show:
    The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William D. Danko
    EconoMe
    Live It Up Without Outliving Your Money!: Getting the Most From Your Investments in Retirement by Paul Merriman
    The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich, Free Life by JL Collins
    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.

    • 53 min
    Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075

    Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075

    In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values. 
    🔗 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
    Resources mentioned on the show:
    "Your Neighbors Are Retiring in Their 30s. Why Can't You?" NYT Article
    Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018
    EconoMe
    F.I.R.E for Dummies by Jackie Cummings Koski
    But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez
    Early Retirement Extreme by Jacob Lund Fisker
    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.

    • 48 min
    The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074

    The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074

    Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2!
    🔗 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
    Resources mentioned on the show:
    403bwise
    Deferred Compensation Plans
    CalPERS (California Public Employees’ Retirement System)
    CalSTRS (California State Teachers’ Retirement System)
    Mark Trautman
    Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker
    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.

    • 49 min
    Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073

    Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073

    He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete’s most impactful articles (listed below), highlighting alternative health insurance options and discussing socially responsible investing. Pete also chats candidly about life post-divorce, the temptations of consumerist culture, and the potential of car-free communities. 
    🔗 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
    Resources mentioned on the show:
    Mr. Money Mustache
    The Simple Path to Wealth by JL Collins
    1500 Days to Freedom
    The Shockingly Simple Math Behind Early Retirement
    Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker
    Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Vicki Robin and Joe Dominguez
    Two Years Without Health Insurance (and What I’m Doing Now)
    Target-Date Retirement Funds
    Get Smart With Money
    How to Go from Middle-Class to Kickass
    Culdesac
    Waymo
    Purpose, Identity, & Connection | Jordan Grumet | 022
    Socially Responsible Investing: Is It Also More Profitable?
    Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059
    Outlive: The Science and 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.

    • 1h 9 min
    Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072

    Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072

    In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also outlines ways individuals can contribute to fostering a financially literate future generation.
    🔗 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
    Resources mentioned on the show:
    Financial Literacy Project
    Money Letters 2 My Daughter by Jackie Cummings Koski 
    FIRE for Dummies by Jackie Cummings Koski 
    Next Gen Personal Finance
    Yanely Espinal
    EconoMe
    FinCon
    Bogleheads Conference
    NGPF Arcade
    Next Gen YouTube Channel
    10 Money Milestones
    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.

    • 52 min
    From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071

    From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071

    Although you’ve probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way.
    🔗 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
    Resources mentioned on the show:
    1500 Days to Freedom
    Bigger Pockets Money Podcast
    Mile High FI
    Mindy (and Carl) On Money
    The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas
    EconoMe
    Mr. Money Mustache
    4% Rule
    fatFIRE
    Real Estate Rookie Podcast
    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
    Mindy on Money Scholarship
    mindy@biggerpockets.com
    mindy@mindyonmoney.com
    carl@mindyonmoney.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.

    • 1h 6 min

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