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    Business

    Catching Up to FI

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

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    Copyright: Β© 2024

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    Latest Episodes:
    Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130 Mar 26, 2025
    Show notes

    'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot to say so this is the second part of a two-part episode. The first part was aired last Wednesday (episode 128) so be sure to check it out.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    EverydayFI podcast

    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.


    Not Just Another Album, It's A Money Revolution! | Alan & Katie Donegan | 129 Mar 23, 2025
    Show notes

    In this episode we welcome back the rebels, Katie and Alan Donegan. They are founders of the Rebel Finance School and have turned the concept of financial independence (FI) into an energetic global movement. We are celebrating the launch of their brand-new music album. But it's not just music, it's a Money Revolution and the world's first financial independence album! The Donegans give us a behind the scenes look at the making the of the album and a backstage pass to some of the tracks, including:

    🎀 4% Rule

    🎀 Badassity (Mustachianism)

    🎀 Create a Gap

    🎀 The Boring Middle

    But wait... there's more! We also get a preview of the Donegans' upcoming book, 'The Rebels Guide to Financial Freedom: Simple Missions to Take you from Zero to Money Superhero'. The forward is written by one of the most recognized names in the FI Movement, Mr. Money Mustache!

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    RESOURCES MENTIONED ON THE SHOW (As an Amazon Associate, I earn from qualifying purchases.)

    🌐Website

    🎢New Album: Money Revolution: The World's First Financial Independence Music Album!

    BuyπŸ‘‰πŸ» πŸŽ΅πŸ’Ώ

    πŸ“™New Book: 'The Rebels' Guide to Financial Freedom: Simple Missions to take you from Zero to Money Superhero

    Rebel Entrepreneur Podcast

    Sign up for Alan & Katie's 2025 Rebel Finance School

    Rebel Donegans YouTube

    The Shockingly Simple Math behind retiring early retirement article

    'Catching Up to FI' Episodes:

    Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079

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

    The pURPOSE Code | Jordan Grumet | 115

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

    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.


    Get To Know Your Future Self | Bill Yount | 128 Mar 19, 2025
    Show notes

    'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot to say so this is a two-parter and will be aired over the next two Wednesday episodes.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    EverydayFI podcast

    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.


    Coast FI Couple | Matt & Yana Tarr | 127 Mar 16, 2025
    Show notes

    Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest πŸ˜‚) from the 'BiggerPockets Money' and 'Living a FI Life' podcasts. In this episode we talk with Matt and Yana Tarr, the married duo behind the 'CoastFI Couple' blog and podcast. The conversation centers around the power of Coast FI, and how open, healthy communication about money can strengthen partnerships and marriages. We also highlight their favorite budgeting and accountability tool, Qube Money and why it's such a great tool for late starters.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    RESOURCES MENTIONED ON THE SHOW:

    🌐Website: Coast FI Couple

    Podcast: Coast FI Couple

    Charity: Best Buddies

    Qube Money

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

    BiggerPockets Money & Living a FI Life podcast (Mindy Jensen)

    Inside Out Money podcast (Maggie Tucker)

    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.


    Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126 Mar 12, 2025
    Show notes

    Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial decisions that didn't exactly follow the 'rules' of FI, and some are downright shocking… such as taking a 401(k) loan (don't judge too soon😁). These moves may have gone against traditional FI principles, but they didn't ruin her plans or curb her enthusiasm.

    From her early life in poverty to building wealth through strategic saving and investing, Jackie provides a transparent look at her imperfect journey, aiming to inspire others on the path to FI. She not only shares her real numbers, but also her genuine thoughts and feelings beyond the math. Join us to learn from her experience and embrace the big takeaway that 'precision is not required' to reach your financial goals, even when you're getting a late start.

    πŸ—£οΈ SHARE YOUR CONFESSION! Do you have a non-FI confession to make??? Leave us a voice message and we may just play it on a future show! Use this link to record a message from your computer or right from your phone: πŸ“² https://catchinguptofi.com/contact-us/#voicemail

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show:

    🌐Jackie's website FInomenalWoman.com

    πŸŽ™οΈFrom Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007

    πŸ“•Jackie's book: 'F.I.R.E. For Dummies'

    πŸ“ˆJackie's Investment Club through BetterInvesting.org

    CampFI website

    Watch other inspiring talks on CampFI's YouTube channel

    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.


    Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125 Mar 09, 2025
    Show notes

    Lynnette Khalfani-Cox (also known as 'The Money Coach') is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller 'Zero Debt: The Ultimate Guide to Financial Freedom'. Lynette joins us on this episode to share some of the big takeaways from her latest book 'Bounce Back', offering practical and emotional guidance for those recovering from financial setbacks. She guides us on how to take on―and defeat―the most common and difficult challenges most of us face, like being downsized from a job, disasters, debt, divorce, discrimination, and more. Lynette also gets vulnerable with us, sharing her emotional stories about dealing with her own divorce and the death of her sister.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    🌐Website

    Ask the Money Coach

    YouTube

    πŸ“•Bounce Back: The Ultimate Guide to Financial Resilience

    πŸ“—The Bounce Back Workbook: The Interactive Companion Guide to Bounce Back

    CNBC Make It: How I Achieved The Perfect Credit Score β€” Here's The Magic Formula I Used

    The Nourish Spot in NYC

    Charity: Big Sister Little Sister of Houston

    Charity: Electus Global Education (Life Hub)

    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.


    "The Risk Parity Paradox" an Exercise in Simple Complexity? | Frank Vasquez | 124 Mar 02, 2025
    Show notes

    Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSORS ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    πŸ’΅Student Loan Planner

    Flat fee for a one-on-one consultation is normally $595, but after your $100 off 'Catching Up to FI' discount, it's $495. πŸ‘‰πŸΌ Be sure to use this link: link

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    🌐Risk Parity Radio website

    πŸŽ™οΈRisk Parity Radio podcast

    Portfolio Charts https://portfoliocharts.com/

    Charity: Father McKenna Center

    Catching Up to FI podcast episodes:

    SpongeBob and Drawdown Strategies | Frank Vasquez | 044

    Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

    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.


    ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123 Feb 23, 2025
    Show notes

    Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Money', a step-by-step guide to breaking free from money stress, shame, and self-doubt.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSORS ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    πŸ’΅Student Loan Planner

    Flat fee for a one-on-one consultation is normally $595, but after your $100 off 'Catching Up to FI' discount, it's $495. πŸ‘‰πŸΌ Be sure to use this link: link

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    🌐Everyone's Talkin' Money website

    πŸŽ™οΈEveryone's Talkin' Money Podcast

    πŸ“— Shannah's new book: 'Unraveling Your Relationship with Money'

    πŸ₯‡ Reward for Purchase 🎁 (freebies)

    George Kinder

    Klontz Money Scripts

    The Trauma of Money Method

    CRASH!: Money Trauma and Recovery | Shannah Game | 057

    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.


    Banishing The Burden of Student Loan Debt | Travis Hornsby | 122 Feb 16, 2025
    Show notes

    We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help you tackle your student loan challenges head-on. We explore smart repayment strategies, student loan forgiveness, the impact of current and future government policies and more.

    🌐 Visit Catching Up to FI website

    πŸ”—Connect with us

    β˜• Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    πŸŽ™οΈWe love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    === THANK YOU TO OUR SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show:

    πŸ’΅Discount for Student Loan Planner consultation Flat fee is normally $595, but after your $100 off 'Catching Up to FI' discount, it's $495. πŸ‘‰πŸΌ Be sure to use this link: link

    🌐 Student Loan Planner website

    πŸŽ™οΈStudent Loan Planner podcast

    πŸ—£οΈTravis' talk at EconoMe 2020

    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.


    Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121 Feb 09, 2025
    Show notes

    Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan

    πŸ”—Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    === NEW SPONSOR ===

    πŸ“ˆ Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

    βœ… Track your savings

    βœ… Get personalized retirement advice based on your goals

    βœ… Explore investment options to grow your wealth

    βœ… And create a strategy that's built for your unique needs

    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

    For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

    🌐 Indiana Estate Elder Law

    πŸŽ™οΈLegal Tea Podcast

    πŸŽ™οΈLegal Tea podcast episode #174 (Estate Tax Planning Post-Trump Reelection) n

    Jenny's talk at Bogleheads 2024

    LinkedIn

    Twitter/X

    The online Estate Planning program Jackie used for her will πŸ‘‰πŸ½ Trust & Will

    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.


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