Catching Up to FI
Episodes
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...