The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Catching Up to FI
A Legacy of Savings and Community Involvement
This chapter wraps up the episode by reflecting on the legacy of Jonathan Clements and thanking contributors to the project. It invites listeners to engage with the Jonathan Clements Getting Going on Savings Initiative and highlights the significance of community participation.
Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).
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Charity: Jonathan Clements Getting Going on Savings Initiative
📘The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived
🎙️Bogleheads on Investing- Episode 82
⏰ ‘Catching Up to FI’ Episodes
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Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
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