The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Catching Up to FI
Aligning Values with Financial Goals
This chapter explores the collaborative project inspired by Jonathan Clements' financial principles, highlighting the importance of aligning money management with personal values. The speakers reflect on their writing experiences and audience engagement dynamics, revealing intriguing insights about the craft and impact of their work.
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).
=== VOTE FOR US: PLUTUS AWARDS ===
We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.
✅ WHAT IS THE PLUTUS AWARDS?
The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.
✅ VOTE
If you’ve gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There’s a short registration needed to vote and you’ll be in and out in just a few minutes.
✅ DEADLINE
The deadline to vote is August 30th, 2025. Winners will be announced in October.
✅ CATEGORIES
Below are the categories we have been nominated for and we’d love your vote in each of them.
Catching Up to FI
- Best New Personal Finance Content Creator - Audio
- Content Creator of the Year: Audio
- People's Choice: Audio
- Best Financial Advisor Content/Jackie Cummings Koski, CFP
- Plutus Storyteller Award
- Best Traditional Retirement Content
- Best Personal Finance Content for Underserved Communities
- Best Personal Finance Content for Women
Other categories
- Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies)
- Best New Personal Finance Book (F.I.R.E. for Dummies)
- Plutus Resilience Award (Jackie Cummings Koski)
- Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)
🌐 Visit Catching Up to FI website
☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"
🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===
🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.
👉🏼 Be sure to use this link: studentloanplanner.com/catchingup
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)
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
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
The AI-powered Podcast Player
