Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Money', a step-by-step guide to breaking free from money stress, shame, and self-doubt.   🌐 Visit Catching Up to FI website 🔗Connect with us ☕ 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   ===  THANK YOU TO OUR SPONSORS  === 📈 Boldin (formerly NewRetirement) is our newest sponsor!  Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started:  Go.boldin.com/catchingup   💵Student Loan Planner  Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link   For a full list of 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.) 🎙️Everyone's Talkin' Money Podcast 📗 George Kinder  The Trauma of Money Method CRASH!: Money Trauma and Recovery | Shannah Game | 057   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.

Travis Hornsby, the founder of Student Loan Planner, shares his expertise on navigating the complex landscape of student debt. He highlights how the crisis now affects older borrowers and offers smart strategies for repayment and forgiveness. The discussion touches on the impact of recent government policies and the challenges of private loans. Travis emphasizes the importance of professional advice, especially for those in low-paying careers, and explores the potential of the Save Plan to ease financial strain. This conversation is a must-listen for anyone grappling with student loans!

Jenny Rozelle, an attorney at Indiana Estate and Elder Law, brings her legal expertise and humor to the table. She tackles estate planning essentials like wills, trusts, and healthcare directives in an engaging way. Jenny shares cautionary tales and celebrity mishaps to illustrate the real-life implications of poor planning. Listeners learn about the significance of communication within families regarding legal documents and the pitfalls of navigating probate and beneficiary designations without professional help.

Monica Scudieri, a single mother who defied the odds by achieving financial independence after facing $257,000 in debt, shares her inspiring journey. She recounts her immigrant family's story and the resourcefulness that helped her manage finances as a single mom. Monica discusses the importance of resilience and strategic goal-setting, illustrating how these elements led her to success. She also emphasizes the critical role of financial literacy and community support in empowering women, especially single mothers, on their paths to financial freedom.

Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author of the book 'Lean Out'. Discover practical advice for high-powered professionals struggling with exhaustion, cynicism, and lack of motivation. Whether you're an overworked physician, a stressed corporate employee, or overloaded entrepreneur, this episode will give you actionable tips to help you regain balance and find fulfillment.    🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   🔥🔥🔥 Check out these discounts from our new partners:   💰MyBudgetCoach MyBudgetCoach is the only budgeting app to connect every user with a real-life coach from Day 1. You pick the coach that resonates most with you from their directory. Unlock 35 Days of free financial coaching and start making Smart Money Moves plus receive 10% off subscription costs by entering code: Catchingup   🎓 Student Loan Planner Get a custom student loan plan from our 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 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.) 🌐 Practice Balance 📗Order 'Lean Out' on Amazon Lean Out Podcast In the Line of FIRE | Escaping Avalon | 090 Money Zen | Manisha Thakor | 055 📕The Purpose Code: How to unlock meaning, maximize happiness, and leave a lasting legacy ~Jordan Grumet 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.

In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with some of them and asked the big question:  "What is your best tip for late starters?" 🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Huge thanks to our fellow content creators that contributed their valuable tips!  (As an Amazon Associate, I earn from qualifying purchases.)   Gwen Merz (Firey Millennials) 🌐 Firey Millennials   Rocky Lalvani (Profit Comes First) 🌐 Profit Comes First   Heather Phillips (Tiller) 🌐 Tiller   Fritz Gilbert (Retirement Manifesto) 🌐 Retirement Manifesto Podcast Episode: Hard & Soft Sides of Retirement | Fritz Gilbert | 019 📗 Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years Buy👉🏻 https://amzn.to/4g31kMr   Diania Merriam (EconoMe Conference) 🌐 EconoMe Conference Podcast Episode: Find Your Camino | Diania Merriam | 029   Skyler Fleming (Money Talk with Skyler Fleming) 🌐 Money Talk with Skyler Fleming   Sean Mullaney (The FI Tax Guy) 🌐 The FI Tax Guy Podcast Episodes:  Year End Tax Planning | Sean Mullaney | 045 Life & Taxes | Sean Mullaney | 013   Doug Nordman aka Nords (Military Financial Independence) 🌐 Military Financial Independence Podcast Episode: Catching the Wave to FI | Doug Nordman & Carol Pittner | 067 📗Raising Your Money-Savvy Family For Next Generation Financial Independence Buy👉🏻 https://amzn.to/4jpGLNs 📕Military Guide to Financial Independence and Retirement Buy👉🏻 https://amzn.to/40DVrRt Larry Tuch (The Abundant Wallet) 🌐 The Abundant Wallet   Crystina Cardozo (Run the Numbers) 🌐 Run the Numbers    Avanti Shetye (Wealthwyzr) 🌐 Wealthwyzr   Aseefa Ismail (Balanced Checkbook) 🌐 Balanced Checkbook   Marvá Morrow 🌐 Marvá Morrow     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.

Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, shares invaluable insights from her book, 'How to Retire'. She emphasizes the necessity of early retirement planning and building strong social networks to enhance quality of life. Topics include the unique financial challenges women face, particularly regarding longevity and caregiving, and strategies for post-divorce financial security. Christine highlights the importance of aligning personal values with retirement spending and nurturing daily joys for a fulfilling life.

In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They believe the secret to saving money isn’t in coupons and sales, it’s in identifying what you value and pursuing it unapologetically. We chat about how value-based spending can meet higher emotional and psychological needs beyond mere financial savings. The Frugal Friends also share personal stories of overcoming debt, understanding the 'real' needs behind our purchases, and how frugality can be both sustainable and enjoyable.    🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   🔥🔥🔥 Check out our new partners and affiliates:   💰MyBudgetCoach MyBudgetCoach is the only budgeting app to connect every user with a real-life coach from Day 1. You pick the coach that resonates most with you from their directory. You can message your coach or set up a one-on-one call with them for an additional fee. Unlock 35 Days of free financial coaching and start making Smart Money Moves plus receive 10% off subscription costs by entering code: Catchingup   🎓 Student Loan Planner Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. Student Loan Planner has consulted on hundreds of millions in student debt and found millions in forecasted student loan savings for clients they’ve worked with. 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   📈 ProjectionLab Build Financial Plans You Love. ProjectionLab is a financial modeling tool for people seeking financial independence and retirement. Battle-test your plans against varying market conditions and build confidence in your chance of success using. Monte Carlo simulations. Get started for free. No sign-up or credit card required. 👉🏼 Be sure to use this link: projectionlab.com/catchingup   💸Lunch Money Lunch Money has been making personal finance management delightfully simple for the modern-day spender since 2019 and steadily built a loyal customer base of thousands of users in 30+ different countries. They have a pay-what-you-want pricing plan for annual subscriptions starting at $50. 👉🏼 Be sure to use this link: https://lunchmoney.app/?fp_ref=catchingup   For a full list of 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.) 🌐 Frugal Friends Podcast 📗Order "Buy What You Love Without Going Broke" on Amazon Bloom for Women   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.

Jordan Grumet is a multi-talented hospice doctor and the host of the award-winning 'Earn & Invest' podcast. He dives into the differences between Big 'P' and little 'p' purpose, revealing how the latter can lead to true happiness. Jordan emphasizes the importance of personal legacy and generational growth while sharing his journey toward financial independence. He inspires listeners to reconnect with childhood joys and navigate their own paths to fulfillment, illustrating that joy often resides in simplicity and meaningful choices.

After 28 years of playing the weather girl on TV, Kristen Knapp moved to part time work to follow her passion for travel planning for the financial independence (FI) community. She shares her fascinating backstory of growing up in poverty, dealing with childhood money trauma, becoming a successful broadcast meteorologist, and ultimately achieving FI. As someone who loves to travel, loves to plan travel, and loves spending time with the FI community, she thought why not combine those things? So, she launched a new venture called 'FI Friends Travel' which offers travel experiences that bring the FI Community together to see the world! Join us as Kristen takes us through how she made this unlikely transformation, even after getting a late start. 🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   Thank you to our sponsor:  DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off  Resources mentioned on the show: 🌐 FI Friends Travel Email: kristen@fifriendstravel.com  CampFI Economy Conference Episode Mentioned: From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007   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.