Catching Up to FI
Episodes
Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205
29 Mar 2026
Contributed by Lukas
April is Financial Literacy Month and we're starting a little early! That's because we are so excited to launch a new project called "The Great 401(k)...
Here's What 6 Years of Early Retirement Life is Really Like | "REAL Retirees: Uncut" Crossover | 204
25 Mar 2026
Contributed by Lukas
What if the best retirement advice didn't come from a spreadsheet—but from a real retiree saying, "I wish I'd done it sooner"? Jackie crosses over t...
I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203
22 Mar 2026
Contributed by Lukas
What if you were already financially independent at 40… and didn't realize it until a random pension search and a couple of podcasts blew the whole ...
Don't Trust AI with Your Money Until You Listen To This | Jeffrey Trull | 202
15 Mar 2026
Contributed by Lukas
Today we're putting AI (Artificial Intelligence) to the test with AI money expert Jeffrey Trull. He's founder of the blog and newsletter, Money Meets ...
The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201
08 Mar 2026
Contributed by Lukas
What if the guy who literally wrote the book on asset allocation told you your biggest risk isn't the market…it's the person in your bathroom mirror...
A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200
01 Mar 2026
Contributed by Lukas
What if your giving plan felt as intentional and optimized as your FI plan, and just as easy to automate? In walks Daffy, the new and modern donor-adv...
Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199
25 Feb 2026
Contributed by Lukas
What happens when a "late-starter" ER doc finally hits FI at 60, then must figure out how to actually spend the money without blowing it—or hoarding...
The Biggest Retirement Mistake: Over Saving and Under Living | Rachael Camp & Jesse Cramer | 198
22 Feb 2026
Contributed by Lukas
Don't be that person who becomes a hoarder in retirement! You know who you are and it's a big concern for those that are champs at saving but reluctan...
Flashback to Episode 1: 'A Boat Named YOLO' | Bill Yount | 197
18 Feb 2026
Contributed by Lukas
This episode is a little time-travel experiment with a flashback to the first episode (A Boat Named YOLO) that started it all. We're celebrating three...
Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196
15 Feb 2026
Contributed by Lukas
Don't miss this special 3-year anniversary of 'Catching Up to FI' as Bill marks the moment by doing something he's been helping everyone else do for y...
Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195
08 Feb 2026
Contributed by Lukas
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 ...
Back to FI Basics: How to Start Your Journey to Early Retirement | ChooseFI Crossover | 194
04 Feb 2026
Contributed by Lukas
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 ...
These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193
01 Feb 2026
Contributed by Lukas
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 i...
Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192
25 Jan 2026
Contributed by Lukas
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, c...
The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191
18 Jan 2026
Contributed by Lukas
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 Li...
Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190
14 Jan 2026
Contributed by Lukas
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 ...
Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189
11 Jan 2026
Contributed by Lukas
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...
How Clutter Steals Your Time (And How to Get It Back) | Rose Lounsbury | 188
04 Jan 2026
Contributed by Lukas
Rose Lounsbury likes things simple. Her specialty is helping people embrace the art of decluttering and she joins us on the show today for a New Year'...
Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187
28 Dec 2025
Contributed by Lukas
Happy New Year! As we roll into 2026, organizing money becomes top of mind and one of the most common New Year's resolutions. So today on the show we ...
Retired Before 50: A Look at Her Real Finances, Numbers & Strategy | Andy Panko Crossover | 186
24 Dec 2025
Contributed by Lukas
Catching Up to FI co-host, Jackie Cummings Koski crosses over to Andy Panko's 'Retirement Planning Education' podcast for a funny, deeply practical ma...
He's Back! Peek Inside The Mad Fientist's Post FI-Life & His Struggle to Spend | Brandon Ganch | 185
21 Dec 2025
Contributed by Lukas
The Mad Fientist (Brandon Ganch) is an OG, pioneer, and giant in the Financial Independence (FI) movement! It took us a while to get him on the show,...
I Love Goooooold?! :) | Frank Vasquez | 184
14 Dec 2025
Contributed by Lukas
Frank Vasquez (aka 'Uncle Frank' to the FI community) returns to the show to talk gold and what this shiny speculation is actually doing in a moder...
Shopping Hacks For The Holidays | Trae Bodge | 183
07 Dec 2025
Contributed by Lukas
Trae Bodge is one of the country's leading smart-shopping and personal-savings experts. You've probably seen her on CNBC and Good Morning America, or ...
Broke at 50 ➡️ Retired at 60! | BiggerPockets Crossover | 182
03 Dec 2025
Contributed by Lukas
We love collaborations and this time we teamed up with Mindy and Scott from BiggerPockets Money to tackle a case study you don't want to miss: "How to...
Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181
30 Nov 2025
Contributed by Lukas
At 48, Kim Hunter-Borst was drowning in debt even though she had a solid New York income. Where was the money going? How did she fix it and reach earl...
The Soul of Wealth | Dr. Daniel Crosby | 180
23 Nov 2025
Contributed by Lukas
Dr. Daniel Crosby took a circuitous path to the world of money — starting as a psychologist and ending up as one of the most engaging voices in b...
Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
16 Nov 2025
Contributed by Lukas
Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep ...
Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178
12 Nov 2025
Contributed by Lukas
Recorded live in Bali, at the FI Freedom Retreat (the 2nd one in 2025), Jackie teams up with Doc G from the Earn & Invest Podcast. They ask the spicie...
What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
09 Nov 2025
Contributed by Lukas
Our guest today is Beth Pinsker, CFP®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide t...
Live from Bali! Don't Miss These FI Stories From Around The Globe | Jackie & Captain FI | 176
05 Nov 2025
Contributed by Lukas
50 people (now friends), 9 countries... all in one room, speaking the same language: Financial Independence! This is a special episode recorded live f...
Money Scripts: Don't Get Scrooged! | Brad Klontz | 175
02 Nov 2025
Contributed by Lukas
Dr. Brad Klontz is a leading expert in financial psychology, professor, bestselling author, and, oh yeah — an internet influencer with millions of f...
Hidden Messages In The New Tax Law You May Have Missed | Bill & Jackie | 174
26 Oct 2025
Contributed by Lukas
On July 4th, 2025 an 870-page tax bill called the 'One Big Beautiful Bill Act' (OBBBA) was signed into to law. Some parts have been heavily discussed ...
How A Single Mom Reached F.I.R.E. by 49 | Jackie Cummings Koski | 173
19 Oct 2025
Contributed by Lukas
Jackie joins our friends to the north in Canada for a live taping of TD Direct Investing's 'Inside Investing', turning her late-starter playbook into ...
First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172
12 Oct 2025
Contributed by Lukas
Today's episode is something TRULY special— something that's never happened before! For the first time ever… we're joined by two remarkable women ...
How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171
05 Oct 2025
Contributed by Lukas
If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this ep...
What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170
28 Sep 2025
Contributed by Lukas
Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The ...
A Richer Retirement: The 4.7% Rule | Bill Bengen | 169
21 Sep 2025
Contributed by Lukas
We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Bar...
How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
14 Sep 2025
Contributed by Lukas
The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now ...
Reached FIRE At 50👉🏻 And Here's Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
07 Sep 2025
Contributed by Lukas
Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Y...
A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166
03 Sep 2025
Contributed by Lukas
In this crossover episode, Jackie joins the 'Wicked Pissah Podcast', brought to you by the Financial Planning Association (FPA) of New England. She tr...
Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165
31 Aug 2025
Contributed by Lukas
Ruth Henderson is the creator of 'The Happy Saver,' a beloved New Zealand blog and podcast that brings personal finance down to earth. She transitione...
Tell Your Story With A Book, Here's How | Azul Terronez | 164
24 Aug 2025
Contributed by Lukas
Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at ...
Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back Again | J. C. & Bev Webber | 163
17 Aug 2025
Contributed by Lukas
J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real num...
From Silent Majority to Visible Voices | Bill & Jackie | 162
13 Aug 2025
Contributed by Lukas
In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starte...
Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161
10 Aug 2025
Contributed by Lukas
We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive i...
The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
03 Aug 2025
Contributed by Lukas
Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative....
Forget the Corporate Ladder, Here's How to Climb 'The Wealth Ladder' | Nick Maggiulli | 159
27 Jul 2025
Contributed by Lukas
Nick Maggiulli is the data-driven creator of the blog 'Of Dollars And Data', Chief Operating Officer at Ritholtz Wealth, and author of the newly relea...
Keeping Up With The Joneses | Bill Yount | 158
23 Jul 2025
Contributed by Lukas
Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast. Along with some of our favorite content...
Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157
20 Jul 2025
Contributed by Lukas
Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do...
Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156
13 Jul 2025
Contributed by Lukas
Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves "so dull they sparkle." He specializes in providing hourly ad...
Q&A: Tackling Listener Questions | Bill & Jackie | 155
06 Jul 2025
Contributed by Lukas
You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answ...
Learn This or Never Retire | Bill & Jackie | 154
02 Jul 2025
Contributed by Lukas
On this mid-week episode we join the upbeat creators of 'Rebel Finance School', Alan and Katie Donegan, for a turbo-charged pep rally aimed at every ...
Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153
29 Jun 2025
Contributed by Lukas
Jillian Johnsrud—mini-retirement evangelist, mother of five, and author of 'Retire Often'—returns to show us why pressing pause can be the ultima...
Late Start, Big Lessons: Early Regrets & Mistakes of a (FI)sician | Bill Yount | 152
25 Jun 2025
Contributed by Lukas
On this mid-week episode, we're switching it up again. This time Bill joins the 'Finance for Physicians' podcast with host Daniel Wrenne, CFP®. In t...
Women And The Great Wealth Transfer | Cary Carbonaro | 151
22 Jun 2025
Contributed by Lukas
In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her sp...
Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150
18 Jun 2025
Contributed by Lukas
This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman...
The Godfather of FI Talks Fatherhood | JL Collins | 149
15 Jun 2025
Contributed by Lukas
Mention financial independence and one of the first names that come up is JL Collins, author of the bestselling book 'The Simple Path to Wealth'. In ...
Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148
11 Jun 2025
Contributed by Lukas
Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Col...
Hanging On In a Yo-Yo Economy | Sam Stovall | 147
08 Jun 2025
Contributed by Lukas
Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of i...
🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146
04 Jun 2025
Contributed by Lukas
We just hit 1 Million Podcast Downloads... that puts us in the top 1% of podcasts world wide!!! And we have you to thank 💞 This is a special messag...
Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145
01 Jun 2025
Contributed by Lukas
In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walk...
Once Upon a FI | Paul & Amanda Mollenkopf | 144
25 May 2025
Contributed by Lukas
Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and sh...
Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143
18 May 2025
Contributed by Lukas
Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limit...
Smart Money Moves After 50 | Bill Yount | 142
14 May 2025
Contributed by Lukas
Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never to...
The Three Kinder Questions (Part 2) | George Kinder | 141
11 May 2025
Contributed by Lukas
George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening con...
The Father of Financial Life Planning (Part 1) | George Kinder | 140
04 May 2025
Contributed by Lukas
In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He's best known as the Father of Li...
Vote Your Money: Values Aligned Investing | Janine Firpo | 139
27 Apr 2025
Contributed by Lukas
Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-alig...
Catching Up to FI in Uncertain Times | Bill & Jackie | 138
23 Apr 2025
Contributed by Lukas
In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in th...
International Educator, Bali FIRE | Amy Minkley | 137
20 Apr 2025
Contributed by Lukas
Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independe...
Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
16 Apr 2025
Contributed by Lukas
We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money ...
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
13 Apr 2025
Contributed by Lukas
Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two g...
Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
07 Apr 2025
Contributed by Lukas
📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short perio...
Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
06 Apr 2025
Contributed by Lukas
One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying...
Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132
02 Apr 2025
Contributed by Lukas
April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to disc...
72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131
30 Mar 2025
Contributed by Lukas
One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying...
Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130
26 Mar 2025
Contributed by Lukas
'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...
Not Just Another Album, It's A Money Revolution! | Alan & Katie Donegan | 129
23 Mar 2025
Contributed by Lukas
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 finan...
Get To Know Your Future Self | Bill Yount | 128
19 Mar 2025
Contributed by Lukas
'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...
Coast FI Couple | Matt & Yana Tarr | 127
16 Mar 2025
Contributed by Lukas
Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest 😂) from the 'BiggerPockets Money' and...
Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
12 Mar 2025
Contributed by Lukas
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 stan...
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
09 Mar 2025
Contributed by Lukas
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 mone...
"The Risk Parity Paradox" an Exercise in Simple Complexity? | Frank Vasquez | 124
02 Mar 2025
Contributed by Lukas
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 ...
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
23 Feb 2025
Contributed by Lukas
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 wi...
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
16 Feb 2025
Contributed by Lukas
We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrower...
Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
09 Feb 2025
Contributed by Lukas
Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episod...
"Mama, Are We Poor?": a Single Mom's Millionaire Mindset | Monica Scudieri | 120
02 Feb 2025
Contributed by Lukas
Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she ha...
Leaning Out: Cracking the Burnout Code | Dawn Baker | 119
26 Jan 2025
Contributed by Lukas
Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author...
Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118
22 Jan 2025
Contributed by Lukas
In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for i...
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
19 Jan 2025
Contributed by Lukas
In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most res...
Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116
12 Jan 2025
Contributed by Lukas
In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They bel...
The pURPOSE Code | Jordan Grumet | 115
05 Jan 2025
Contributed by Lukas
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' po...
Weathering Financial Storms | Kristen Knapp | 114
29 Dec 2024
Contributed by Lukas
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 in...
FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113
25 Dec 2024
Contributed by Lukas
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 confe...
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
22 Dec 2024
Contributed by Lukas
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 inve...
Mr 4% is now Mr 5% | Bill Bengen | 111
15 Dec 2024
Contributed by Lukas
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 r...
Say Cheese!: The Retirement Spending Smile | David Blanchett | 110
08 Dec 2024
Contributed by Lukas
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...
Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109
04 Dec 2024
Contributed by Lukas
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 physi...
Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108
01 Dec 2024
Contributed by Lukas
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...
Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107
24 Nov 2024
Contributed by Lukas
Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce chan...
Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106
17 Nov 2024
Contributed by Lukas
Karsten Jeske also known as "Big ERN" is the founder and genius behind Early Retirement Now. He writes on all topics related to personal finance but i...