The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Catching Up to FI
Innovative Approaches to Giving: Supporting Young Savers
This chapter explores innovative methods to assist disadvantaged youth in savings and investments for their futures. It introduces a $1,000 donation challenge aimed at starting Roth IRAs and discusses the benefits of proactive giving and its impact on personal finances.
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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