Catching Up to FI

Bill Yount & Jackie Cummings Koski
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Catching Up to FI

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

  1. The pURPOSE Code | Jordan Grumet | 115

    1 DAY AGO

    The pURPOSE Code | Jordan Grumet | 115

    In this episode we are joined by the multi-talented Jordan Grumet, a hospice doctor, storyteller, and the host of the award-winning 'Earn & Invest' podcast. Jordan shares insights from his latest book, 'The Purpose Code', diving deep into the nuances of Big 'P' vs Little 'p' purpose, legacy, and finding true happiness. From his personal journey from medicine to financial independence, to discussing meaningful legacy and generational growth, Jordan offers valuable advice for late starters. Listen in to discover why Little 'p' Purpose might just be the key to a joyful and fulfilled life, and how you can start integrating it into your daily routine.   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Earn and Invest Website & Podcast 🌐Jordan Grumet Website 📗Order The Purpose Code on Amazon 📗Order Taking Stock on Amazon Catching Up to FI Episode: Purpose, Identity, & Connection | Jordan Grumet | 022 If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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
  2. Weathering Financial Storms | Kristen Knapp | 114

    29/12/2024

    Weathering Financial Storms | Kristen Knapp | 114

    After 28 years of playing the weather girl on TV, Kristen Knapp moved to part time work to follow her passion for travel planning for the financial independence (FI) community. She shares her fascinating backstory of growing up in poverty, dealing with childhood money trauma, becoming a successful broadcast meteorologist, and ultimately achieving FI. As someone who loves to travel, loves to plan travel, and loves spending time with the FI community, she thought why not combine those things? So, she launched a new venture called 'FI Friends Travel' which offers travel experiences that bring the FI Community together to see the world! Join us as Kristen takes us through how she made this unlikely transformation, even after getting a late start. 🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off  Resources mentioned on the show: 🌐 FI Friends Travel Email: kristen@fifriendstravel.com  CampFI Economy Conference Episode Mentioned: 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 or 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 4m
  3. FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown Woods | 113

    25/12/2024

    FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown Woods | 113

    We love games so today we're bringing you a podcast takeover and having some fun with 'Money Jeopardy'! This was recorded live at FinCon 2024 (a conference for personal finance content creators) with 'The Struggle is Real' podcast, hosted by our friend Justin Peters. He’s joined by Jackie Cummings Koski (your co-host on 'Catching Up to FI'), Joel Larsgaard from 'How to Money' and Justin Brown-Woods from 'Price of Avocado Toast' to play!  The contestants will be choosing questions from 4 categories: Binge or Cringe - are you in or out on this personal finance topic History of Money - a tough money-related trivia question Frugal or Cheap - are you being a good steward of your money or just a cheapo Fill in the blank - complete this statement We weigh in on some serious topics like: Is Couponing Worth it, Using Your Old Student ID for Discounts, Weirdest Way You’ve Made Money, and more. You will chuckle and laugh throughout this whole conversation, but you’ll also pick up tips and tricks along the way.    🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: As an Amazon Associate, I earn from qualifying purchases.) The Struggle is Real (Justin Peters) How to Money (Joel Larsgaard) Catching Up to FI (Jackie Cummings Koski) 📕 F.I.R.E. For Dummies ~ Jackie Cummings Koski  👉🏻 https://amzn.to/3BInEgu Price of Avocado Toast (Justin Brown-Woods) FinCon   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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 2m
  4. Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

    22/12/2024

    Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

    Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, misunderstanding how the 4% "rule" should be applied, and assuming health insurance coverage is expensive in early retirement. Cody is the founder of Measure Twice Money and Measure Twice Planners, and known for his unique advice-only planning approach.  Be sure to listen to the end as Cody plays a beautiful Holiday piano medley to get us all in this spirit of the season.   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: 🌐 Measure Twice Planners 🌐 Measure Twice Money "Create Your Own Financial Plan" Comprehensive Video Course ($100 OFF) Cody's Create Your Own Financial Plan on YouTube (Free) Cody's Youtube Channel with recordings of real client meetings 24 DIY Investor Mistakes on LinkedIn 24 DIY Investor Mistakes on X (Twitter) 2024 Bogleheads Conference Recordings on YouTube     If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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 6m
  5. Mr 4% is now Mr 5% | Bill Bengen | 111

    15/12/2024

    Mr 4% is now Mr 5% | Bill Bengen | 111

    In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 years later. We talk about the evolution of Bengen's research, his thoughts on market timing vs. managing risk, and he gives us a preview of his upcoming book geared toward consumers.   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Bill Bengen Wikepedia page Bill Bengen on Kitces podcast/blog  📗 Conserving Client Portfolios During Retirement If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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.

    58 min
  6. Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

    08/12/2024

    Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

    Today Bill and Jackie are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGIM, David is responsible for Target Date Funds and Retirement Spending Portfolios. In this episode he discusses redefined retirement concepts, the myths surrounding the 60/40 portfolio and some practical adjustments of the 4% rule. He also explains the 'retirement spending smile,' and retirement strategies for late starters.   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: 🌐David's Website David's Latest Research A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Redefining the Optimal Retirement Income Strategy   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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
  7. Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109

    04/12/2024

    Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109

    In this episode we turn the tables as Bill joins Dr. Jay Zigmont, CFP on the Childfree Wealth podcast. Bill shares his journey as a late starter physician who lived largely a paycheck-to-paycheck existence until waking up at age 50. He now co-hosts the 'Catching Up to FI' podcast to help other late starters. Jay is the author of the upcoming book 'The Childfree Guide to Life and Money' and the founder of Childfree Wealth, a financial planning firm that addresses the needs of childfree people in a way that traditional financial companies don’t. Jay and Bill cover topics like investing, long-term care, and preparing for unexpected medical emergencies.   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: 🌐 Childfree Wealth  Order Jay's new book: The Childfree Guide to Life and Money   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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.

    47 min
  8. Year End Financial Wrap Up, Tips, and Resolutions | Eric Simonson | 108

    01/12/2024

    Year End Financial Wrap Up, Tips, and Resolutions | Eric Simonson | 108

    Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP and CEO of Abundo Wealth (an advice-only financial planning firm). Eric shares insights on maximizing different types of contributions, FSAs, charitable donations, and other tax strategies. There are a few things you’ll want to check off your financial to-do list before December 31st; some have a true deadline, and others are smart things you should review every year.   Eric also clues us in on a unique service the firm offers- 'travel hacking'. They love teaching skills such as budgeting for trips, finding cost-effective travel options, and maximizing travel rewards programs for their clients.    🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off    Resources mentioned on the show: 🌐 Abundo Wealth: Advice-Only Financial Planning for Everyone  End of Year Financial Checklist: The Must-Do's  Abundo Wealth Blog Eric Simonson Interview on Kitces podcast Beginning in 2025, the catch-up contribution increases for those age 60, 61, 62 or 63 is an extra $11,250   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or 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.

    58 min
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About

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

Information

  • Creator
    Bill Yount & Jackie Cummings Koski
  • Years Active
    2023 - 2025
  • Episodes
    116
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    Catching Up to FI

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