Catching Up to FI

Bill Yount & Jackie Cummings Koski
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A mindset, money, and life podcast for late starters catching up to Financial Independence.

  1. Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215

    1 G FA

    Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215

    What if the biggest difference between someone who starts at 22 and someone who starts at 50 isn't intelligence or income, but simply the moment they finally decide, nobody's coming to save me? In this crossover episode, Bill joins Joel on "How to Money" to tell the brutally honest and surprisingly hopeful truth. He shares his story of becoming financially independent after a 20-year sleepwalk through lifestyle inflation, doctor money mistakes, and zero real financial plan. It's candid, practical, and exactly the kind of episode that makes you stop saying "I'm behind" and start asking "What's my next move?"   This episode covers: Bill's late-starter journey from paycheck-to-paycheck doctor to financially independent at 60 How "rich doctor syndrome" and lifestyle inflation can keep high earners broke Why debt, overspending, and delayed gratification derailed his early money life The wake-up call that came from burnout, a malpractice lawsuit, and turning 50 How downsizing, geo-arbitrage, and a higher savings rate changed everything Why savings rate matters more than most people realize for late starters How to think about debt payoff versus investing when you feel behind Why college funding, generational wealth, and retirement planning are all connected How Bill thinks about using a financial advisor after a long DIY phase Why financial independence is really about buying back time, autonomy, and health . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in 2026. 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 How To Money  The White Coat Investor George Kinder  William Bernstein  . ⏰ Related Episodes Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196 Flashback to Episode 1: 'A Boat Named YOLO' | Bill Yount | 197 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    1h 3m
  2. You Might Also Like: On Purpose with Jay Shetty

    1 G FA ·  CONTENUTI EXTRA

    You Might Also Like: On Purpose with Jay Shetty

    Introducing Dr. Lisa Miller: Feeling Lost, Stuck or Anxious? (Use THIS Spiritual Framework to Finally Move Forward With Clarity) from On Purpose with Jay Shetty. Follow the show: On Purpose with Jay Shetty What if the hardest moments in your life weren’t there to break you, but were actually pointing you toward who you’re meant to be? Today, Jay sits down with renowned psychologist, Columbia professor, and bestselling author Dr. Lisa Miller to explore the powerful intersection of science and spirituality. Together, they unpack one of the most transformative ideas of our time: that spirituality is not reserved for the religious or the enlightened, it is an innate human capacity wired into every one of us. Through groundbreaking neuroscience, Dr. Lisa reveals how our brains are biologically designed to perceive that we are loved, guided, and never truly alone. Jay and Lisa invite us into a new way of living, one where anxiety, heartbreak, disappointment, and uncertainty are no longer viewed as signs that we’ve lost our way, but as invitations into deeper spiritual awakening. Throughout the episode, Jay and Lisa share profoundly personal reflections on life’s “red doors” and “yellow doors”, the moments when what we desperately wanted fell apart, only to lead us somewhere far more aligned, meaningful, and expansive than we could have imagined. Through intimate stories, spiritual practices, and powerful meditations, they explore how intuition, synchronicity, and inner knowing can guide us toward our true path when we finally learn to listen. Jay opens up about protecting his purpose, discovering his calling beyond societal expectations, and the courage it takes to trust the quiet voice within. Lisa beautifully reframes suffering not as punishment or failure, but as the very catalyst that awakens us to greater love, wisdom, and purpose. This episode is a reminder that some of the greatest breakthroughs in life begin with the moments that break us open. In this episode you'll learn: How to Listen to Your Inner Wisdom How to Turn Pain Into Spiritual Growth How to Recognize Signs the Universe Is Sending You How to Feel Guided When Life Feels Uncertain How to Stop Ignoring Your Intuition How to Stay Spiritual in a Busy, Modern World How to Strengthen Your Spiritual Awareness Daily How to Navigate Depression Through a Spiritual Lens Maybe the answers you’ve been searching for aren’t outside of you, but in the quiet voice you’ve been too busy, too hurt, or too afraid to trust. Life won’t always go as planned, but sometimes the detours, disappointments, and closed doors are leading you somewhere deeper than success, toward a life that feels aligned, meaningful, and true. To grab a copy of Lisa’s latest book, The Awakened Brain: The New Science of Spirituality and Our Quest for an Inspired Life, visit https://www.amazon.com/Awakened-Brain-Science-Spirituality-Inspired/dp/198485562X  With Love and Gratitude, Jay Shetty JAY’S DAILY WISDOM DELIVERED STRAIGHT TO YOUR INBOX Join 900,000+ readers discovering how small daily shifts create big life change with my free newsletter. Subscribe https://news.jayshetty.me/subscribe   Check out our Apple subscription to unlock bonus content of On Purpose! https://lnk.to/JayShettyPodcast  What We Discuss: 00:00 Intro 00:58 You Were Never Meant to Walk Alone 03:14 Why This Generation Is Craving Spirituality 05:24 The Life-Changing Benefits of Spirituality 06:11 The Hidden Link Between Spirituality and Depression 08:32 What Does it Mean To Be Spiritual? 10:46 The Shift That Makes Life Feel Inspired Again 17:05 When Life Stops Being a Plan and Becomes an Adventure 20:07 The Part of You You’ve Been Ignoring 21:19 The Missing Piece in Mental Health 22:23 The Two Ways You Actually Know Something 25:04 Why Your Purpose Isn’t Something You Find 29:09 How to Finally Hear Your Inner Voice 36:10 What It Feels Like to Touch Something Higher 40:51 Anxiety As A Catalyst  43:52 What If Nothing in Your Life Is Random? 46:52 Learning to Trust Yourself on a Deeper Level 51:32 The Unexpected Path That Leads to Love 56:21 The Habit That’s Making You More Judgmental 57:10 Different Beliefs, One Aligned Relationship 01:02:53 The Subtle Sign You’re With the Wrong Person 01:04:59 The Truth About Money and Meaning 01:05:55 The Mistake That Keeps Spiritual People Broke 01:07:16 Why You Feel Stuck (And How to Get Back Into Flow) 01:10:20 How to Actually Ask for Guidance 01:13:06 The Real Source of Energy, Peace, and Clarity 01:14:15 The Awareness You Were Born With 01:16:16 What Happens When Kids Lose Their Intuition 01:18:08 Why Your Home Shapes Your Spiritual Life 01:21:35 Spirituality vs. Religion: What’s the Difference? 01:24:30 Why a Strong Spiritual Core Changes Everything 01:27:29 Lisa on Final Five  Episode Resources: Website | https://www.lisamillerphd.com/  Instagram | https://www.instagram.com/dr.lisamiller/ See omnystudio.com/listener for privacy information. DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214

    4 GG FA

    Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214

    What if the thing keeping you from Financial Independence (FI) isn't your income, your portfolio, or your math. It's probably the quiet belief that you still need "one more year" when you actually don't. Our guest on this episode is Aubrey Williams, a former particle physicist, radar-tech leader, debt-slayer, and now advice-only financial planner. In this conversation, he flips some of the FI community's favorite assumptions on their head. This is the first of a 2-part episode with Aubrey so be sure to follow the podcast to be notified of the second part of this fascinating conversation. This episode covers: How Aubrey rebuilt after divorce and $90,000 of debt Why savings rate is nonlinear and more powerful than most people realize How a higher savings rate can erase working years faster than expected Why our brains are wired for survival, not modern investing and retirement decisions How to build evidence that you can safely spend instead of just hoard Why living smaller can sometimes create more freedom and more joy How Aubrey reached FI in high-cost Santa Barbara without leaving California Why the FI community itself often knows more than the average advisor The difference between fee-based, fee-only, flat-fee, and hourly advice Why Aubrey believes many FI people are still working too long . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in 2026. 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 Open Path Financial Aubrey's EconoMe Talk (2026): Coming soon! . ⏰ Related Episodes Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196  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 and 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.

    59 min
  4. Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213

    10 MAG

    Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213

    You've worked twice as hard to catch up on your path to financial independence, so why leave your legacy to chance? To help keep your FI plan from going up in smoke we sit down with estate planning and small business attorney, Allison Harrison. It's a fast, funny and slightly alarming deep dive into estate planning for normal people who assume they're "not rich enough" to need one. This episode covers: Why your FI plan is incomplete without basic estate planning  The real cost, delay, and public exposure that can come with probate Why many people think they need a trust when they actually don't  When a trust does make sense, especially for control and complex family situations  The simplest ways to avoid probate using beneficiaries and transfer-on-death designations  Why healthcare and financial powers of attorney matter just as much as a will Estate-planning blind spots for small-business owners and side hustlers The role of umbrella insurance, LLCs, and business agreements in protecting your assets Why digital accounts, passwords, and two-factor authentication are now part of estate planning What parents of newly minted 18-year-olds need to handle before college or adulthood begins . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== STUDENT LOAN PLANNER Big changes with student loans in 2026! 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 Allison's EconoMe Talk (2026) -Coming soon- ALH Law Group See Us Mob Podcast ALH Law Group Youtube Free Estate Planning Guides, Infographics and More (no email required) Safe Sendoff (Legal Planning for Young Adults)  . ⏰ Related Episodes Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    1h 9m
  5. Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212

    3 MAG

    Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212

    What do you do when your accountant brain knows the numbers, your life blows up anyway, and the answer turns out to be halfway around the world in a weird little movement called FIRE? We head to New Zealand to talk with Bronwyn Candish, a chartered accountant, community builder, and one of the clearest Kiwi voices in financial independence movement. She talks to us about starting over after divorce, rebuilding from the middle, and discovering that "doing money right" has a lot less to do with credentials than with courage, alignment, and actually taking action. This episode covers: Growing up with scarcity in New Zealand and how that shaped Bronwyn's money mindset Why being an accountant did not automatically make her good with money Lifestyle creep, overbuying on housing, and drifting into paycheck-to-paycheck living Divorce as a financial wake-up call in her late 30s How Bronwyn found FIRE through a random article and went deep down the rabbit hole The role of KiwiSaver, housing, and DIY culture in the New Zealand version of FI  Why community and accountability matter so much on the journey How Bronwyn turned her accounting practice into a FIRE-adjacent coaching space The creation of Black Friday and the growth of the Kiwi FIRE community  What it looks like to be "mid-journey" and still deeply love the path . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in 2026. 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 KiwiFI and Black FI Day website Sheppard & Ormsby PocketSmith Personal Finance Software . ⏰ Related Episodes Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165 Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143 Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079 Borderless FI: Thunder Down Under | Late Starter Fire | 004 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    57 min
  6. The Fog of FI: Overcoming the Fear of Quitting Your Job | "The Long View" Crossover | 211

    29 APR

    The Fog of FI: Overcoming the Fear of Quitting Your Job | "The Long View" Crossover | 211

    What if the biggest shift in your FI journey isn't hitting the number—but finally realizing you need a life plan, a tax plan, and maybe even a fiduciary teammate to help you spend it? Bill steps into the guest chair with Morningstar's Christine Benz for a thoughtful, surprisingly candid conversation about going from financially illiterate "rich doctor syndrome" to fully conscious wealth stewardship. He walks through the entire arc. But this episode goes deeper than a standard "how I retired" story. This episode covers:  ➡️ Bill's path from paycheck-to-paycheck physician to financially independent late starter ➡️ How childhood money scripts and "rich doctor syndrome" shaped his early financial mistakes  ➡️ Why the Great Financial Crisis and burnout became a wake-up call ➡️ What changed when Bill moved from financial consumer to conscious wealth steward ➡️ Why accumulation can be DIY—but decumulation often gets more complex  ➡️ How Bill searched for a fiduciary, flat-fee, life-planning-oriented advisor ➡️ Why risk parity appealed to him for retirement and sequence-of-returns protection  ➡️ The role of a modern advisor as behavioral buffer, tax strategist, and cognitive-risk safeguard ➡️ Why FI gave Bill leverage to redesign work instead of just quit cold turkey  ➡️ How Bill is thinking about legacy, living giving, and helping the next generation now, not just later . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===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 The Long View podcast  The White Coat Investor George Kinder  William Bernstein  . ⏰ Related Episodes Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196 Flashback to Episode 1: 'A Boat Named YOLO' | Bill Yount | 197 Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    1h 5m
  7. Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! | Bill & Jackie | 210

    26 APR

    Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! | Bill & Jackie | 210

    What happens when the two co-hosts stop being polite, start being honest, and publicly debate the money moves they still don't agree on? We throw open the doors on four of our favorite friction points: Simple index-fund investing versus "modest complexity"  Whether high school personal finance classes are actually helping  What to make of the new 530A Trump accounts  Taking Social Security at 62 versus waiting   The fun here is that neither of us is playing a character. Jackie comes in swinging for simplicity, practical execution, and "please stop overcomplicating this for normal people," while Bill makes the case for curiosity, customization, and not sleepwalking through important financial choices. Along the way, we swap real stories about helping kids with 401(k)s, seeing bad default investments in the wild, what personal finance education gets wrong, and why Social Security advice may be more nuanced than the "always wait until 70" crowd admits. It's a reminder that thoughtful disagreement can sharpen your own plan faster than blindly copying someone else's. . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===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 Check your social security estimates Mike Piper's Open Social Security Calculator  Next Gen Personal Finance Trump Accounts . ⏰ Related Episodes Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205 These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193  Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072 Social Security Made Simple | Mike Piper | 054 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    1h 5m
  8. Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209

    19 APR

    Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209

    What if the real reason family wealth disappears by the third generation has almost nothing to do with investing, and everything to do with what parents fail to teach at home? We sit down with Dr. Julia Myers, founder of Generational Wisdom, for a conversation that goes way past trusts, spreadsheets, and "someday" estate plans. Julia shares the medical crisis that abruptly ended her pharmacy career, the mindset shift that followed, and why she now believes legacy is not what you leave to your kids, but what you leave IN them. Together we unpack the three silent killers of generational wealth: no skills, no goals, no expectations, and explore what it looks like to raise kids who understand money and values, before the world teaches them. If you've ever wondered how to build wealth without accidentally raising entitlement, or how to recover from your own money story before passing it on, this episode is a gold mine. This episode covers Why 70–90% of family wealth disappears by the third generation Julia's shift from pharmacist to generational wisdom coach after a life-changing health crisis The three biggest reasons generational wealth gets lost Why "wealth without wisdom is wasted" How to build a family constitution around values, not just money  The difference between leaving wealth to your kids versus leaving legacy in them How to talk to kids about money, giving, enough, and expectations Why late starters can still change their family's financial story Practical ways to make values visible in daily family life . === SUPPORT  THE  SHOW === 📩 Sign up for our newsletter 🌐 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 . ===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: Hope International 🌐 JuliaMyers.com  Julia's Youtube Say This, Not That (free guide) Free Audiobook "Wealthy and Well Known"   . ⏰ Related Episodes Enoughness: Your Life or Your Money | Vicki Robin | 95   Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 . If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and 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.

    1h 1min
Elenco completo (217)

Presentatori e ospiti

Descrizione

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

Informazioni

  • Creatore
    Bill Yount & Jackie Cummings Koski
  • Anni di attività
    2023 - 2026
  • Puntate
    217
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © 2024
  • Sito web del podcast
    Catching Up to FI

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