Catching Up to FI

Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely by Kyle Landis-Marinello

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F.I.R.E. for Dummies by Jackie Cummings Koski

CampFI

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.

Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079 Jun 09, 2024

Show notes

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!

🔗Connect with us

The Rebel Business School

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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 Donegan's YouTube

Notes from a Friend: A Quick and Simple Guide to Taking Charge of Your Life by Tony Robbins

Wheel of Life

CyberFI and the FBI | Donna Peterson | 078 Jun 02, 2024

Show notes

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.

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:

Scamalot! | Paula Pant | 066

FinTalks

Internet Crime Complaint Center

FBI Internet Crime Report 2023

Cloudflare

Private Internet Access

The Life and Death of The 4% Rule | Christine Benz | 077 May 26, 2024

Show notes

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.

John C. Bogle Center for Financial Literacy

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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.

Bogleheads Conference

Morningstar

The Long View

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

The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076 May 19, 2024

Show notes

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.

The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley and William D. Danko

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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.

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

Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075 May 15, 2024

Show notes

In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values.

"Your Neighbors Are Retiring in Their 30s. Why Can't You?" NYT Article

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.

Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018

F.I.R.E for Dummies by Jackie Cummings Koski

But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez

Early Retirement Extreme by Jacob Lund Fisker

The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074 May 12, 2024

Show notes

Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2!

Deferred Compensation Plans

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.

403bwise

CalPERS (California Public Employees' Retirement System)

CalSTRS (California State Teachers' Retirement System)

Mark Trautman

Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker

Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073 May 05, 2024

Show notes

He's here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete's most impactful articles (listed below), highlighting alternative health insurance options and discussing socially responsible investing. Pete also chats candidly about life post-divorce, the temptations of consumerist culture, and the potential of car-free communities.

The Simple Path to Wealth by JL Collins

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.

Mr. Money Mustache

1500 Days to Freedom

The Shockingly Simple Math Behind Early Retirement

Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker

Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Vicki Robin and Joe Dominguez

Two Years Without Health Insurance (and What I'm Doing Now)

Target-Date Retirement Funds

Get Smart With Money

How to Go from Middle-Class to Kickass

Culdesac

Waymo

Purpose, Identity, & Connection | Jordan Grumet | 022

Socially Responsible Investing: Is It Also More Profitable?

Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059

Outlive: The Science and Art of Longevity by Peter Attia

Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072 Apr 28, 2024

Show notes

In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also outlines ways individuals can contribute to fostering a financially literate future generation.

Financial Literacy Project

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.

Money Letters 2 My Daughter by Jackie Cummings Koski

F.I.R.E. for Dummies by Jackie Cummings Koski

Next Gen Personal Finance

Yanely Espinal

FinCon

Bogleheads Conference

NGPF Arcade

Next Gen YouTube Channel

10 Money Milestones

From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071 Apr 21, 2024

Show notes

Although you've probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way.