Bill Yount

Jackie Cummings Koski, a financial expert and certified planner, teams up with fellow expert Bill Yount to share wisdom on achieving retirement success after 50. They tackle how late starters can maximize their earning potential and develop emergency funds, even from scratch. Listeners learn about effective debt elimination strategies and investment prioritization specifically for those starting anew. With unique insights into geo-arbitrage and house hacking, they pave a creative path toward financial independence that anyone can follow!

Bill Yount and Jackie Cummings-Koski, co-hosts of the 'Catching Up to FI' podcast, share their inspiring journeys to financial independence, even after starting late. They present a practical four-step framework for anyone to begin saving for retirement, emphasizing that it’s never too late to plan. They discuss the importance of mindset shifts and proactive strategies, breaking down financial isolation through community support. With insights on budgeting techniques and personal finance tools, they're here to prove that financial freedom is attainable regardless of your starting point.

In this engaging conversation, Bill Yount, an emergency physician and host of the Catching Up to FI podcast, shares his journey to financial independence at age 60. He reveals the critical transition from accumulating wealth to spending it, emphasizing the importance of crafting a sound drawdown strategy with a flat-fee adviser. Bill discusses his risk-parity portfolio, the emotional shifts involved in this process, and strategies for helping adult children build wealth. His insights prove that it's never too late to start planning for financial freedom!

Bill Yount, an emergency room physician turned financial independence advocate, joins Susie B., a public-sector employee planning for retirement. They dive into the practicality of using ChatGPT for retirement advice. Bill shares his transition to a defensive investment strategy as he approaches retirement age. Susie discusses her five-year plan and the importance of understanding income streams. They emphasize the need for personalized planning, exploring purpose post-retirement, and the critical role of health in enjoying retirement.

Join humorist Joe Saul-Sehy from Stacking Benjamins and Bill Yount from Catching Up to FI as they discuss financial priorities. They dive into the iceberg principle of stealth wealth, emphasizing that true riches often lie in what you don't spend. Joe shares amusing anecdotes about financial mishaps, while Bill highlights the evolving nature of spending through life’s seasons. Together, they explore how our emotional ties to money affect our choices, encouraging listeners to align spending with personal values for greater satisfaction.

Dr. Bill Yount, a community builder and podcaster on financial independence, joins a lively conversation about the overreliance on gig economy apps like DoorDash and Uber. The discussion navigates the balance between convenience and community engagement, shedding light on how these services affect personal connections. Bill shares personal anecdotes about neighborly support during crises and highlights the importance of cultivating real-life relationships. The group also dives into consumerism versus frugality, advocating for mindful spending and community support.

Bill Yount, host of the Catching Up to FI podcast, brings a wealth of knowledge to the table. They delve into the pitfalls of Forex trading, debating whether it's truly an investment or just gambling dressed up. The conversation shifts to portfolio diversification and the Vanguard Market Neutral Fund as a sound strategy for stability. Personal anecdotes and humor pepper the discussion, with charming tales about relationships and even a dog named Vader, making finance engaging and accessible.

Bill Yount and Jackie Cummings Koski discuss the advantages of late-start retirement investing, from retirement accounts to healthcare planning. They share tips on reducing expenses, making smart investments, and maximizing retirement savings. Topics include downsizing, tax planning, utilizing HSAs, and contributing to retirement accounts. The episode explores catch-up opportunities for individuals over 50 and strategies for financial success.

Financial experts Bill Yount and Becky Heptig share insights on late financial transformations and the importance of embracing change. They discuss balancing life experiences with financial responsibility, exploring financial turnarounds, and the journey towards financial independence for late starters. The podcast provides inspiration for pursuing dreams at any age.

Bill Yount and Becky Heptig discuss investing using a systematic checklist approach. The topics include the importance of understanding the upside and downside of investments, the basics of investing in bonds and stocks, efficient markets and asset classes, and reasons for selling investments. They also explore two main websites: MoneyForTheRestive.com and AssetCAMP.com.