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. Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195

    HACE 4 DÍAS

    Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195

    Do you want to own your time, work less, and live more? What if the point isn't maxing out every account forever, but designing a week you don't want to escape from? This is the Coast FI life built by our guest today, Andy Hill. He shares the steps you can take to put your family first and escape the 9-5 grind: for good! He takes us through the full arc: starting married life at –$50K net worth, killing the debt in a year with budget parties, saving 40–50% to hit around $500K in investments by forty, then realizing that number was enough for Coast FI. With all that, he realized that what he really wanted was time.    Andy is an award-winning blogger, podcaster, and family finance coach behind Marriage, Kids, and Money. He's also author of the new book 'Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind', which walks readers through simple, yet highly effective steps families can take to achieve family financial independence. It also features real-life examples of couples who've conquered these family financial independence milestones and found better lives for themselves because of it. ====================   DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Marriage Kids and Money 📕 Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind   ⏰ Related Episodes Generosity and Smart Spending: A Family Affair | Andy Hill | 103   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.

    1 h y 11 min
  2. You Might Also Like: Possible

    HACE 4 DÍAS · CONTENIDO EXTRA

    You Might Also Like: Possible

    Introducing CryptoPunks creators: from art experiment to cultural movement from Possible. Follow the show: Possible Before NFTs were a category and crypto was an industry, two artists released 10,000 characters into the world with no roadmap, no pitch, and no expectations. What started as an art experiment in code ended up flourishing into a movement about ownership and identity. In this episode of Possible, Reid sits down with Matt Hall and John Watkinson, co-founders of Larva Labs and creators of CryptoPunks, to trace how a small creative experiment became one of the most influential cultural phenomenons of the internet era. They reflect on what it means for art to live on-chain, why decentralization was a design choice rather than a slogan, and how digital identity became one of the most valuable real estates online. From museums and blockchains to profile pictures, permanence, the conversation explores how letting go of narrative control can allow culture and community to write the story themselves. 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. Back to FI Basics: How to Start Your Journey to Early Retirement | ChooseFI Crossover | 194

    4 FEB

    Back to FI Basics: How to Start Your Journey to Early Retirement | ChooseFI Crossover | 194

    Strap in, because Jackie joins Brad Barrett for a crossover episode on the ChooseFI podcast, home of the world's largest FI community! Together, they rewind all the way back to 2017, when Jackie first stumbled onto ChooseFI… and everything changed. She recounts her journey to reaching early retirement by December 2019, and using that freedom to go back to school, get her CFP, and write 'F.I.R.E. for Dummies'. Then the two of them dive deep into the fundamentals and break down what financial independence really means. They explain why even ten dollars a month can spark a lifelong investing habit, and how Jackie's first investment club taught her the power of community and compounding. They decode 401(k)s, demystify fund selection, and spotlight the quiet villain of investing: expense ratios.   The episode widens from there: debt payoff strategies, designing a modest but deeply rich life on $40–45K a year in Ohio, negotiating everything from internet bills to insurance premiums, and the emotional transformation from paycheck-to-paycheck lifestyle to feeling 'directionally correct.' They conclude with the realization that FI isn't just about money, it's about options. Whether you're a late starter, brand new or ten years into the journey; returning to the basics is how you stay grounded, stay motivated, and stay on course.   ====================   DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐ChooseFI  🌐Jackie's website FInomenalWoman.com 📕F.I.R.E. For Dummies   📘Money Letters 2 My Daughter   📈Jackie's Investment Club through BetterInvesting.org   ⏰ Related Episodes The Godfather of FI Talks Fatherhood | JL Collins | 149 Stories, Hacks, & Tribes | Brad Barrett | 021 From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007     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.

    1 h y 15 min
  4. These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193

    1 FEB

    These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193

    529 plan expert Patricia Roberts blows up the myth that 'it's too late' and '529s are just for rich people with toddlers and Ivy League dreams'. She is author of the book 'Route 529' and shares some big changes with 529 plans that make them an incredibly flexible savings vehicle for more than just college. In this episode we cover: How state tax deductions, credits and 'parity states' work for contributions The shockingly long list of qualified uses including trade schools, apprenticeships, non-degree credentials, K–12 tuition, tutoring, test prep and even student loan repayment  Busting the 'use it or lose it' fear and the new option to rollover left over funds to a Roth IRA How to juggle retirement vs. college savings Advanced strategies to create generational education wealth     DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Gift of College College Countdown 📕 Route 529: A Parent's Guide to Saving for College and Career Training with 529 Plans Morningstar 529 Ratings: The Best Plans of 2025 What You Can Pay for With a 529 Plan   ⏰ Related Episodes The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191 Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189 Banishing The Burden of Student Loan Debt | Travis Hornsby | 122      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.

    1 h y 18 min
  5. Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192

    25 ENE

    Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192

    Dan Haylett gives us a late-starter masterclass on why retirement is a human problem long before it's a math problem. Dan is a UK financial planner, creator of 'Humans vs Retirement' podcast, and author of 'The Retirement You Didn't See Coming'.  He walks us through how that outdated 'retire from work and fade away' script clashes with modern 50- and 60-somethings who still have health, curiosity, and huge ambitions. In this episode he also: Reframes risk as the possibility of dying with plenty of money but too few memories Unpacks why spreadsheets never quite make us feel safe Lays out his three-phase map of the second half of life     DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Humans vs Retirement Website & Podcast 📕 The Retirement You Didn't See Coming   ⏰ Related Episodes What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170 The Father of Financial Life Planning (Part 1) | George Kinder | 140 The Three Kinder Questions (Part 2) | George Kinder | 141 Hard & Soft Sides of Retirement | Fritz Gilbert | 019     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.

    1 h y 14 min
  6. The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191

    18 ENE

    The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191

    The cost of college is skyrocketing! To make sure you're not paying those sticker prices, we brought in New York Times 'Your Money' columnist, Ron Lieber. He is also author of 'The Price You Pay for College' and joins the show for a brutally honest walkthrough of what is actually going on behind the scenes. In this episode he breaks down: List price vs. cost of attendance Why most families don't pay rack rate How to read a school's 'Common Data Set' Merit vs. need-based aid How net price calculators and pre-reads can keep you from falling in love with a school you can't afford DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 📕 Books by Ron Lieber 🌐 Merit Aid Course (with link to free merit aid checklist) Ron's New York Times Profile Niche (for comparing colleges) Saving For College (Compare 529 Plans)   ⏰ Related Episodes Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189 Banishing The Burden of Student Loan Debt | Travis Hornsby | 122  The New World of 529 College Savings | Patricia Roberts (Coming Soon)     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.

    1 h y 21 min
  7. Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190

    14 ENE

    Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190

    Bill joins Jordan 'Doc G' Grumet for a community episode on the Earn & Invest podcast. They stress-test what happens when someone asks ChatGPT: 'What should I do if I'm retiring in five years?' Bill talks about turning 60, being told he's officially reached financial independence, and shifting from accumulation to a more defensive, retirement-ready nest egg.      DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners      === 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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Earn and Invest Podcast   ⏰ Related Episodes The pURPOSE Code | Jordan Grumet | 115 A Boat Named YOLO | Bill Yount | 001   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.

    49 min
  8. Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189

    11 ENE

    Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189

    Chris Corinthian is the 'Fin Lit Guy' and knows his way around scholarships and other high-return ways to earn money for college. He joins the show to give us a masterclass on paying for college without wrecking your retirement. Chris opens with his own financial setbacks, including a layoff and a devastating fire, which helped him realize the importance of financial literacy. In this episode, you will learn: Chris' Debt-free degree triangle How teens as young as 13 can earn free college credits His scholarship system that treats applications like a part-time job Specifics of where and how to apply for scholarships     DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    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     RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charities: Autism Speaks Red Cross    🌐 The FinLit Guy 📕 Financial Literacy 101 for College Student 📘 Financial Literacy 101 for College Students (free digital download) My Money Mentors on PBS  EconoMe Talk The Boujee Banker Earn College Credit with CLEP Scholly Scholarships Scholarship Owl Modern States Education Alliance Raise Me     ⏰ Related Episodes Banishing The Burden of Student Loan Debt | Travis Hornsby | 122 The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191 The New World of 529 College Savings | Patricia Roberts (Coming Soon)     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.

    1 h y 9 min
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Acerca de

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

Información

  • Creador
    Bill Yount & Jackie Cummings Koski
  • Años de actividad
    2023 - 2026
  • Episodios
    197
  • Clasificación
    Apto
  • Copyright
    © 2024
  • Mostrar sitio web
    Catching Up to FI

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