Catching Up to FI
Episodes
Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085
03 Jul 2024
Contributed by Lukas
Here is the second half of Bill and Jackie's conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps o...
The Power of Reinvention with The Financial Tortoise | Tae Kim | 084
30 Jun 2024
Contributed by Lukas
Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal fin...
Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083
26 Jun 2024
Contributed by Lukas
Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on ...
Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
23 Jun 2024
Contributed by Lukas
Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron ch...
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
19 Jun 2024
Contributed by Lukas
Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, ...
Green Makes Green | Kyle Landis-Marinello | 080
16 Jun 2024
Contributed by Lukas
Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as s...
Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079
09 Jun 2024
Contributed by Lukas
Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on li...
CyberFI and the FBI | Donna Peterson | 078
02 Jun 2024
Contributed by Lukas
Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawi...
The Life and Death of The 4% Rule | Christine Benz | 077
26 May 2024
Contributed by Lukas
Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement pla...
The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
19 May 2024
Contributed by Lukas
In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his invest...
Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
15 May 2024
Contributed by Lukas
In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New Yor...
The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
12 May 2024
Contributed by Lukas
Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story bre...
Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073
05 May 2024
Contributed by Lukas
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...
Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
28 Apr 2024
Contributed by Lukas
In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative pow...
From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
21 Apr 2024
Contributed by Lukas
Although you've probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independen...
Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
14 Apr 2024
Contributed by Lukas
In Part 2 of Bill and Jackie's conversation with JL Collins, the three explore his latest book "Pathfinders" and unravel the powerful narratives that ...
Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
07 Apr 2024
Contributed by Lukas
Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories...
Don't Miss Out On Today | Mark Ross | 068
31 Mar 2024
Contributed by Lukas
Mark Ross is a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fu...
Catching the Wave to FI | Doug Nordman & Carol Pittner | 067
24 Mar 2024
Contributed by Lukas
Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money m...
Scamalot! | Paula Pant | 066
17 Mar 2024
Contributed by Lukas
Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, rea...
Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
10 Mar 2024
Contributed by Lukas
Lauren Beltz is an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. Th...
On the Road With Catching Up to FI | $lackers Part 2 | 064
07 Mar 2024
Contributed by Lukas
To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusse...
Retirement Planning Tips | Andy Panko | 063
03 Mar 2024
Contributed by Lukas
Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return ...
On the Road With Catching Up to FI | $lackers Part 1 | 062
29 Feb 2024
Contributed by Lukas
Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who starte...
Unpacking Retirement Planning Strategies | Kevin Lyles | 061
25 Feb 2024
Contributed by Lukas
Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for...
Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060
18 Feb 2024
Contributed by Lukas
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 pod...
Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059
11 Feb 2024
Contributed by Lukas
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: exer...
What the (Insurance) Hack? | Chris Hutchins | 058
04 Feb 2024
Contributed by Lukas
Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing atte...
CRASH!: Money Trauma and Recovery | Shannah Game | 057
28 Jan 2024
Contributed by Lukas
Shannah Game is a certified financial planner, prolific entrepreneur, author of the Money Mindset Journal, engaging speaker, and the host of Everyone...
Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056
21 Jan 2024
Contributed by Lukas
Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique per...
Money Zen | Manisha Thakor | 055
14 Jan 2024
Contributed by Lukas
Manisha Thakor is the author of "Money Zen," and shares her personal journey navigating the pressures of high achievement and workaholism to discover ...
Social Security Made Simple | Mike Piper | 054
07 Jan 2024
Contributed by Lukas
Mike Piper, author of the book, "Social Security Made Simple", helps Bill and Becky navigate through the many nuances of Social Security. They discuss...
Imagineer Your Ikigai | Matt Richter | 053
31 Dec 2023
Contributed by Lukas
Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, m...
Bigger Pockets Money | Mindy Jensen & Scott Trench | 052
24 Dec 2023
Contributed by Lukas
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 ...
Go Go Giving | Bill Yount & Becky Heptig | 051
17 Dec 2023
Contributed by Lukas
Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even cou...
International Living | Jeff Opdyke | 050
10 Dec 2023
Contributed by Lukas
Bill and returning guest co-host, Jackie, sit down with Jeff Opdyke to talk about raising financially savvy children as well as the pros and cons of l...
Single Player FI | Jennifer Mah | 049
03 Dec 2023
Contributed by Lukas
Jennifer Mah is an FI enthusiast, and you can find her wit and wisdom all over many FI social media channels. She is an administrator of the Afford An...
Mom and Dad, We Need to Talk | Cameron Huddleston | 048
26 Nov 2023
Contributed by Lukas
Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is...
My Other Vehicle is a 401(k)! | Diana Falck | 047
19 Nov 2023
Contributed by Lukas
Diana Falck is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. She is also on the staf...
Live from Bali! | Stacking Benjamins | 046
12 Nov 2023
Contributed by Lukas
Today's episode is a live recording from the FI Freedom Retreat that took place in Bali, Indonesia in October 2023. Amy Minkley organized this awesome...
Year End Tax Planning | Sean Mullaney | 045
05 Nov 2023
Contributed by Lukas
We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial pla...
SpongeBob and Drawdown Strategies | Frank Vasquez | 044
29 Oct 2023
Contributed by Lukas
Frank Vasquez is a mostly retired lawyer with over 30 years' experience in investing for his own accounts. He holds degrees in Economics and Engineeri...
Retire Often | Jillian Johnsrud | 043
22 Oct 2023
Contributed by Lukas
Jillian Johnsrud is the author of "Fire the Haters: Finding Courage to Create Online In a Critical World," a blogger at montanamoneyadventures.com, a ...
The Banes of Financial Independence | Camp FI Midwest Live | 042
15 Oct 2023
Contributed by Lukas
On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Finance...
Money for the Rest of Us | David Stein | 041
08 Oct 2023
Contributed by Lukas
David Stein is the host of the personal finance podcast Money for the Rest of Us. The show has over 20M downloads and reaches more than 40,000 listene...
How to Think About Money | Jonathan Clements | 040
01 Oct 2023
Contributed by Lukas
Jonathan Clements is the founder and editor of the personal finance website HumbleDollar and author of nine personal finance books. Earlier in his ca...
Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039
24 Sep 2023
Contributed by Lukas
We welcome back Mark Trautman of Mark's Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in f...
On the Road With Catching Up to FI | Stacey's Journey | 038
21 Sep 2023
Contributed by Lukas
For our last installment of On the Road with Catching Up to FI, Becky and co-host Mark chat with Stacey, a (p)retired fellow traveler and member of th...
Costa Rica FIRE or Bust! | Caroline Ceniza-Levine | 037
17 Sep 2023
Contributed by Lukas
Caroline Ceniza-Levine is one half of Costa Rica Fire. She and her husband, Scott (the other half), both grew up in New York City and have been marr...
On the Road With Catching Up to FI | Rusty's Journey | 036
14 Sep 2023
Contributed by Lukas
We take the show on the road again. Becky and Mark Trautman, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's ...
Music Money Man | Cody Garrett | 035
10 Sep 2023
Contributed by Lukas
Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial....
On the Road With Catching Up to FI | Mike's Journey | 034
07 Sep 2023
Contributed by Lukas
In this episode of On the Road with Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree...
How a Second Grader Beats Wall Street | Allan Roth | 033
03 Sep 2023
Contributed by Lukas
Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, a...
On the Road With Catching Up to FI | Tony's Journey | 032
31 Aug 2023
Contributed by Lukas
Becky and guest co-host, Mark Trautman, talk to Tony about his journey to FI and retirement while on a cruise to Alaska. This is part of a new serie...
Top Gun Finance | Stephen Heptig | 031
27 Aug 2023
Contributed by Lukas
Bill & Becky chat with our first surprise mystery guest! Check it out! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank yo...
Podcast Movement Live! | Bill Yount & Becky Heptig | 030
24 Aug 2023
Contributed by Lukas
Bill & Becky chat about the conference Podcast Movement and our show live from the FinCon Booth. 🔗 Connect with us Buy CUtFI a coffee Record a me...
Find Your Camino | Diania Merriam | 029
20 Aug 2023
Contributed by Lukas
Diania Merriam is the founder of The EconoMe Conference, a party about money designed for the FI/FIRE Movement. She is also the host of the popular ...
Camp FI Rocky Mountain | Panel | 028
13 Aug 2023
Contributed by Lukas
CampFI Rocky Mountain live recording Week 1 of a Panel Discussion answering questions from the attendees. On the Panel are the Moderator, our own Be...
Climb Every Mountain | Roger Whitney | 027
06 Aug 2023
Contributed by Lukas
Becky and guest co-host, Mark Trautman, chat with The Retirement Answer Man, Roger Whitney. They are all on vacation with a group from the Rock Reti...
Strippin' & Tippin' | Barbara Sloan | 026
30 Jul 2023
Contributed by Lukas
Barbara Sloan founded the Tipped Finance Platform and is the author of "Tipped: The life-changing guide to financial freedom for waitresses, bartender...
Retiring Before Mom & Dad | Rob Berger | 025
23 Jul 2023
Contributed by Lukas
Rob Berger wears many hats, he is a deputy editor at Forbes, an investor, lawyer, personal finance blogger, and YouTuber. He founded the popular web...
F-You Money Part 2 | JL Collins | 024
16 Jul 2023
Contributed by Lukas
Bill & Becky continue their chat with THE JL Collins, author of THE Simple Path to Wealth and the acclaimed "Godfather of FI". We began the last epi...
F-You Money Part 1 | JL Collins | 023
09 Jul 2023
Contributed by Lukas
THE JL Collins is the author of THE Simple Path to Wealth and aptly named the "Godfather of FI". For over 600,000 readers, his first book has become...
Purpose, Identity, & Connection | Jordan Grumet | 022
02 Jul 2023
Contributed by Lukas
Jordan Grumet, aka Doc G, is an accomplished doctor, blogger, public speaker, podcaster, and author. He is the host of the incredibly popular and aw...
Stories, Hacks, & Tribes | Brad Barrett | 021
25 Jun 2023
Contributed by Lukas
Brad Barrett is the co-founder and host of the ChooseFI Podcast and Platform. We talk about his personal story, travel hacking, and the genesis of C...
Dimes Everywhere | Amberly Grant | 020
18 Jun 2023
Contributed by Lukas
Amberly Grant is a community leader, financial educator, real estate investor, and was recently featured on CNBC's Make It Series. She currently own...
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
11 Jun 2023
Contributed by Lukas
Fritz Gilbert is the author of the popular blog The Retirement Manifesto with over 13,000 subscribers. He takes us on his journey to retirement in h...
Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018
04 Jun 2023
Contributed by Lukas
Amy Coroso is a passionate advocate for women's financial literacy and retirement equality. She is a divorced single mother of two boys with a middl...
Patience & Persistence | Vincent Pugliese | 017
28 May 2023
Contributed by Lukas
Vincent Pugliese was a self-proclaimed thief, taker, and failure in his formative years. He later evolved into an award-winning professional photogr...
The Power of Cash Flow Planning | Sarah-Catherine Gutierrez | 016
21 May 2023
Contributed by Lukas
Rumba and JOMO are "characters" in the story of Olivia who is the heroine of Sarah Catherine Gutierrez's book: But First, Save 10: The One Simple Mone...
Birthdays, Funerals, Cars & More Cars | Bill Yount & Becky Heptig | 015
21 May 2023
Contributed by Lukas
Bill & Becky chit-chat about what is going on in their lives this week. This week we had birthdays, funerals, and car trauma. Life throws us curve b...
$1M Debt!: "One Dollar at a Time" | Naseema McElroy | 014
14 May 2023
Contributed by Lukas
Naseema McElroy is a force of nature and an inspiration in the financial literacy space, especially for late starters. She comes from very humble be...
Life & Taxes | Sean Mullaney | 013
07 May 2023
Contributed by Lukas
Sean Mullaney is the FI Tax Guy. Like budgets, the B word, taxes, or the T word can be intimidating and generate stress and avoidance. Sean makes ...
Fast Times & Caddyshack | Mark Trautman | 012
30 Apr 2023
Contributed by Lukas
Mark Trautman is a community member, he was a caddy, a valet, and a mutual fund manager for 25 years and retired early at 50. He lives off his portfol...
Coins & Couch Cushions | Jennifer Allen | 011
23 Apr 2023
Contributed by Lukas
Jennifer Allen, a Catching Up to FI Facebook community member, joins us for her first podcast! We talk about her journey to FI in her early 50s from...
Do Budgets Really Suck...or Not? | Bill Yount & Becky Heptig | 010
16 Apr 2023
Contributed by Lukas
Bill and Becky take off the gloves and go to war. To budget or not to budget...that is the question. Bill is a "nerd light" tracker. Becky is an...
We're Talking Millions! Part 2 | Paul Merriman | 009
09 Apr 2023
Contributed by Lukas
This is Part 2 of a conversation with Paul Merriman about his book We're Talking Millions! Part 1 is Episode 8. Here we talk about Dollar Cost Avera...
We're Talking Millions! Part 1 | Paul Merriman | 008
02 Apr 2023
Contributed by Lukas
Paul Merriman is a retired financial advisory firm founder with over a billion dollars of assets under management when he sold his company in 2012. ...
From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007
26 Mar 2023
Contributed by Lukas
Jackie Cummings Koski, CFP, has been featured on CNBC, The Rachel Ray Show, Marketwatch, Forbes, and People Magazine. She is a single mother and a for...
Is It Ever Too Late? | Earn & Invest Podcast | 006
19 Mar 2023
Contributed by Lukas
Becky and Bill are interviewed by Jordan Grummet, aka Doc G, on the Earn & Invest Podcast. We attempt to answer the question is it ever too late to st...
Broken Vessels, Recovery, & Forgiveness | Deanna Hutchison | 005
11 Mar 2023
Contributed by Lukas
Deanna Hutchison of www.brokenvesselsmadewhole.life had an alcohol and drug addiction that left her devastated personally and financially in mid-life....
Borderless FI: Thunder Down Under | Late Starter Fire | 004
05 Mar 2023
Contributed by Lukas
Bill & Becky are joined by their first guest, Late Starter FIRE, hails from Down Under in Melbourne Australia. She woke up to financial independence...
Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003
27 Feb 2023
Contributed by Lukas
Bill and Becky talk cash flow planning and sinking funds. We try and make them sexy and help you see why they are an invaluable way to take care of ...
Gotta Have Faith & Money | Becky Heptig | 002
19 Feb 2023
Contributed by Lukas
Bill interviews his co-host Becky and takes you on a behind-the-scenes look at how she and her husband started with a net worth of zero at fifty and r...
A Boat Named YOLO | Bill Yount | 001
19 Feb 2023
Contributed by Lukas
Becky interviews her co-host Bill regarding his conflicted relationship with money on the way to financial recovery after a late start on the journey ...
Catching up to FI Intro & Meet the Hosts | 000
02 Feb 2023
Contributed by Lukas
Bill & Becky are late starters on the journey to financial independence. They introduce the show and give a glimpse of what to expect. 🔗 Connect...