Catching Up to FI Bill Yount & Jackie Cummings Koski

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.  
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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.

Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financial journey to improve his family’s finances without compromising his values.
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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: As an Amazon Associate I earn from qualifying purchases.
Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely by Kyle Landis-Marinello
EconoMe
CampFI
F.I.R.E. for Dummies by Jackie Cummings Koski
studentaid.gov
Ramit Sethi
Environmental, Social and Governance (ESG) Investing
Simple Path to Wealth by JL Collins
Socially Responsible Investing: Is It Also More Profitable? Article by Mr. Money Mustache
Mr. 1500 Days
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.

Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and Katie's passion for helping others shines through. Bill, Jackie, and the Donegans dive into practical steps to improve financial health, build a debt-free business, and create a life by design. They also explore the significance of continuous self-motivation, the power of asking the right questions, and how to blend traditional financial wisdom with a rebel mindset. Tune in to get inspired and learn how to never compare your pineapples!
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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.
Rebel Finance School
The Rebel Business School
The Donegan’s YouTube 
EconoMe
Notes from a Friend: A Quick and Simple Guide to Taking Charge of Your Life by Tony Robbins
Wheel of Life
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.

Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-factor authentication, and best practices for digital hygiene. Donna also gives practical tips on using password managers, safeguarding email accounts, and navigating the complexities of online privacy and data breaches. 
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 Buy CUtFI a coffee
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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: 
EconoMe
FinTalks
Scamalot! | Paula Pant | 066
Internet Crime Complaint Center
FBI Internet Crime Report 2023
Cloudflare
Private Internet Access
LastPass
Dashlane
1Password
Security To Do List
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.

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing one's retirement plan, and tackles the nuances of various saving vehicles like HSAs. Bill, Jackie, and Christine also chat about the sequence of returns risk and offer practical advice on asset allocation and preparing for healthcare costs in retirement. Additionally, she highlights the significance of community and working in retirement for financial and non-financial well-being, along with a sneak peek into her upcoming book and the Bogleheads conference.
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 Buy CUtFI a coffee
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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.
Bogleheads Conference
Morningstar
The Long View
John C. Bogle Center for Financial Literacy
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Bentz
Retirement Glide Path: Is Comfort Key?
Treasury Inflation Protected Securities
Social Security Made Simple | Mike Piper | 054
Six Retirement Withdrawal Strategies that Stretch Savings
William Bengen
opensocialsecurity.com
Zweig: Prepare for 'Meflation'
Die With Zero: Getting All You Can from Your Money and Your Life by Bill Perkins
Income Lab
Marc Freedman: The Case for Encore Careers
Bogleheads Conference 2023 - Jordan Grumet on Living without Regrets
Sequence of Returns Risk
bogleheads.org
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.

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 
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 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.