TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    Catching Up to FI

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

    Advertise

    Copyright: © 2024

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060 Feb 18, 2024
    Show notes

    This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she's stepping down from the podcast next month in order to pursue other aspirations during her go-go years of retirement as well as spend more time with her grandkids. While she may not be asking questions on the podcast, be sure to look for Becky in the Facebook group and FI community as she will be present and active in those spaces.

    Becky, we want to thank you for all you've done to mold the Catching Up to FI community, foster meaningful and educational conversations, and give practical yet compassionate advice to all of us in the financial independence space. Your dedication, spark, and humor will be missed on the podcast but we can't wait to see where life takes you in the coming years.

    Although we cannot replace Becky, we are excited to welcome the lovely and joyful Jackie Cummings Koski to the show! Jackie is a transparent financial educator and author of "Money Letters to My Daughter" (and upcoming book, "F.I.R.E. for Dummies"). She has helped Bill co-host as a guest on previous episodes and is excited to jump into the seat full time. Bill and Jackie are cooking up some tasty future episodes, so be sure to stay tuned!

    🔗 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

    Resources mentioned on the show:

    Money Letters 2 My Daughter by Jackie Cummings Koski

    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.


    Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059 Feb 11, 2024
    Show notes

    Dr. Bobby Dubois is a Harvard graduate and physician-scientist who joins Catching Up to FI to talk about the six components of functional health: exercise, sleep, nutrition, mind-body work, exposure to hot and cold, and social relationships. Dr. Dubois takes us through each of these areas, sharing palatable advice backed by scientific evidence.

    This episode is abundant with practical tips to help you pave a healthier path in your journey towards financial independence and is a must-listen if you're looking to prioritize your health in your daily routine. And if you're interested in hearing more from our guest, be on the lookout for his upcoming podcast "Live Long and Well with Dr. Bobby."

    🔗 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

    Resources mentioned on the show:

    MadroneSpringsRanch.com

    Six Activities to "Live Long and Well": Learn Them During Your Next Stay At Madrone Springs Ranch

    The Peter Attia Drive Podcast

    Huberman Lab Podcast

    The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey

    Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker

    Oura Ring

    examine.com

    N of 1

    U. S. Preventive Services Task Force Final Recommendation Statement on Vitamin, Mineral, and Multivitamin Supplementation to Prevent Cardiovascular Disease and Cancer

    Blue Zones

    Harvard Study on Aging

    The Retirement Answer Man

    Instagram @madronespringsranch

    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.


    What the (Insurance) Hack? | Chris Hutchins | 058 Feb 04, 2024
    Show notes

    Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing attention to ones that deal specifically with insurance. From auto to property, and term life to travel insurance, Chris shares valuable tips and insights on how to manage these policies more efficiently. Crucially, he maintains that you shouldn't have to compromise your lifestyle to ensure you're getting the most from your insurance policies. Whether you're an insurance novice or you think you've heard it all before, Chris offers a fresh and insightful perspective on how to hack your way to better insurance understanding and management.

    🔗 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

    Resources mentioned on the show:

    allthehacks.com

    Playing With FIRE Documentary

    ChooseFI

    Optimizing Your Insurance Policies (Auto, Home/Renters, Umbrella, Life, Disability, Pet, and Travel)

    Insurance Hacks Part 1 (Home/Auto/Liability/Pet)

    Insurance Hacks Part 2 (Life, Disability and Travel)

    Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024

    Rental Cars: Saving Money, Avoiding Fees and All the Secret Tricks

    All the Rental Car Hacks

    Policygenius

    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.


    CRASH!: Money Trauma and Recovery | Shannah Game | 057 Jan 28, 2024
    Show notes

    Shannah Game is a certified financial planner, prolific entrepreneur, author of the Money Mindset Journal, engaging speaker, and the host of Everyone's Talkin' Money podcast. Shannah, Bill, and Becky dig deep into the subject of money traumas, exploring their impact on individuals, relationships and overall financial health. Shannah offers practical strategies for identifying and healing from these traumas. She also emphasizes the importance of understanding our relationship with money and suggests helpful practices like journaling to gain better insights and manage these relationships effectively.

    Find Shannah on Instagram and TikTok @shannahgame

    🔗 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

    Resources mentioned on the show:

    Everyone's Talkin' Money Podcast

    Payoff Study About Money Trauma in Americans

    10 Money Questions to Ask Yourself Freebie

    The ABC's of Money Trauma

    CUtFI Episode with Manisha Thankor

    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.


    Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 Jan 21, 2024
    Show notes

    Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique perspective on the simplicity of financial success, underscored by his simple rules - 'live below your means' and 'invest early and often.'

    We delve into the value of robo-advisors versus human advisors, Jeremy's thoughtful approach to constructing a portfolio, his views on cryptocurrency, and the common financial mistakes he witnessed over the years. Plus, you'll hear about Jeremy's newest venture that democratizes access to financial advice and his clear stance on avoiding the pitfalls of lifestyle creep and complex investing.

    🔗 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

    Resources mentioned on the show: Personal Finance Club Jeremy's Instagram Nectarine My $632K Mistake Article The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann Target-Date Funds The Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley and Sarah Stanley Fallaw Vanguard Fidelity Go Schwab Wealthfront Betterment 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.

    Money Zen | Manisha Thakor | 055 Jan 14, 2024
    Show notes

    Manisha Thakor is the author of "Money Zen," and shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve into the meaning of "enough" in both personal finance and emotional wealth. Join us as we explore how to find balance between financial health and emotional wealth, and discuss the cultural pressure of perpetual busyness.

    Whether you identify as a workaholic or someone caught up in the race of modern life, this episode offers invaluable opportunities for reflection.

    🔗 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

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

    📗MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor

    http://moneyzen.com

    📕On My Own Two Feet: A Mondern Girl's Guide to Personal Finance by Manisha Thakor

    📚Get Financially Naked: How to Talk Money with Your Honey by Manisha Thakor

    Money O2 Podcast with Erin Kuhn: Manisha's Story

    Maslow's Hierarchy of Needs

    Hungry Ghosts

    Reflection Journal

    Book Club Guide

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

    Enough: True Measures of Money, Business, and Life by John C. Bogle

    Carl Richards' Behavior Gap

    Catching Up to FI Episode 022 with Jordan Grumet

    The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich Free Life by J L Collins

    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.


    Social Security Made Simple | Mike Piper | 054 Jan 07, 2024
    Show notes

    Mike Piper, author of the book, "Social Security Made Simple", helps Bill and Becky navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying benefits. Mike sheds light on the often overlooked aspect of spousal benefits, emphasizing that delaying your benefits can help boost the household income for as long as either spouse is alive. The team also explores the complications that can arise from differing ages and earning histories of spouses.

    Mike has numerous helpful resources available at his blog, Oblivious Investor, that simplify how Social Security works and how individuals can make informed decisions about when to file for benefits. Whether you're single, married, or thinking about retirement planning, this episode offers important insights to help you understand and maximize your Social Security benefits.

    🔗 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

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

    📗

    Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less by Mike Piper ssa.gov/myaccount Full Retirement Age Primary Insurance Amount 4% Rule SSA Windfall Elimination Provision Social Security Bridge Payment W-4V Form Garrett Planning Network Advice-Only Network mike@obliviousinvestor.com 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.

    Imagineer Your Ikigai | Matt Richter | 053 Dec 31, 2023
    Show notes

    Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, managing windfalls, how to live in stealth wealth, and following your Ikigai.

    Matt loves spending time with his family, traveling, brewing beer, and writing on his blog to share his biggest passion, Financial Imagineering: making money work for you so you can unlock and spend more of your most precious resource on this planet, self-determined time, in order to pursue your dreams and passions.

    Matt Richter on Facebook, X, and Medium

    🔗 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

    Resources mentioned on the show:

    Financial Imagineer Website

    Playing the Game of Life: Comparing Life to Video Games

    Tim Ferriss

    The Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley and Sarah Stanley Fallaw

    MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor

    Enough: True Measures of Money, Business, and Life by John C. Bogle

    How to Build Your Abundant Waterfall of Income Streams

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

    Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green

    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.


    Bigger Pockets Money | Mindy Jensen & Scott Trench | 052 Dec 24, 2023
    Show notes

    Happy Holidays from the Catching Up to FI team! Please enjoy this episode where Bill and Becky share their financial stories with Mindy Jensen and Scott Trench of Bigger Pockets Money, their most listened to episode!

    🔗 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

    Resources mentioned on the show:

    Dave Ramsey

    Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins

    White Coat Investor

    BiggerPockets Money Podcast Episode 344: Rethink Social Security: Myths, Benefits, and Clearing Up Misconceptions

    Playing With FIRE Documentary

    Set for Life: Dominate Life, Money, and the American Dream by Scott Drench

    Music Credit

    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.


    Go Go Giving | Bill Yount & Becky Heptig | 051 Dec 17, 2023
    Show notes

    Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even counterintuitive, if you're a late starter, but there are other ways to give beyond cash; you can also donate your time, talent, and even your car! Bill and Becky list a few of their favorite charitable organizations as well as the advantages of donor-advised funds and qualified charitable distributions. Happy giving!

    🔗 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

    Resources mentioned on the show:

    Guidestar

    Financial Peace University

    Habitat for Humanity

    Ronald McDonald House Charities

    Salvation Army

    Vehicles for Veterans

    Kars4Kids

    On Ramp

    Donor-Advised Fund Definition

    CareCuts of Knoxville

    Qualified Charitable Distribution

    Freedom for Fido

    Catching Up to FI Episode 019 with Fritz Gilbert

    Living Journeys Community Cancer Support

    The Go-Giver: A Little Story About a Powerful Business Idea

    CUtFI Recommended Charities

    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.


    Previous 1 17 18 19 20 21 25 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    Bad With Money With Gabe Dunn

    6

    Bad With Money With Gabe Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights