Bill Yount

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.

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 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.