Catching Up to FI

Learn This or Never Retire | Bill & Jackie | 154

Jul 2, 2025
Alan and Katie Donegan, co-creators of Rebel Finance School, empower late-starters to take charge of their finances with practical strategies for achieving financial independence. They explore the importance of compounding, emphasizing how early investing can significantly grow wealth. Listeners hear personal anecdotes about saving journeys and the value of financial literacy. The Donegans also discuss practical steps like the 4% rule and share insights from their innovative courses designed to inspire continuous learning and community support in financial education.
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ANECDOTE

Bill's Late Financial Awakening

  • Bill Yount began his financial journey late at 50 with limited knowledge and regretted missing years of compound growth.
  • He moved from living paycheck to paycheck to making big changes toward financial independence.
ADVICE

Educate and Simplify Investing

  • Educate yourself about investing through books, podcasts, and courses before taking control of your money.
  • Simplify your investments to a few asset classes to avoid analysis paralysis.
ADVICE

Know Your Financial Starting Point

  • Start by calculating your net worth, debts, and expenses to know exactly where you stand.
  • Analyze these numbers before investing to strategize effectively.
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