Catching Up to FI

Andy Panko, retirement planning expert, discusses annuities, social security, and tax considerations for retirement. The podcast covers strategies for financial planning, managing accounts, and optimizing investments. It also explores misconceptions about annuities, comparing MIGAs to CDs, and essential retirement planning resources.

Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who started as a mastermind and now enjoy doing life together. This week we meet Bob and Sharon, a couple who share about their transition into retirement, and Kevin, who offers insights on retirement life and the importance of health. Tune in as they discuss financial strategies, life adjustments, the value of having an accountability group, and much more. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Camp FI Retire Often | Jillian Johnsrud | 043 Rock Retirement Club Younger Next Year: Live Strong, Fit, & Sexy - Until You're 80 and Beyond by Chris Crowley and Henry S. Lodge Outlive: The Science & Art of Longevity by Peter Attia Life in FIRE Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Security and Medicare, and emphasizes the importance of financial resilience in retirement. Kevin explains the significance of replacing the structure and fulfillment you get from work through relationships, a sense of usefulness, and financial security as you transition to retirement. Kevin, Becky, and Mark also chat about lifelong learning, lifestyle adjustments, and how to find a sense of meaning and purpose in retirement. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent The Millionaire Next Door: The Surprising Secrets of America's Wealthy Mark's Money Mind EconoMe Rock Retirement Club Retirement Researcher Academy Social Security Made Simple | Mike Piper | 054 Sequence Risk Ramit Sethi Retirement Coaches Association kevinlyles@rockretirementclub.com Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she’s stepping down from the podcast next month in order to pursue other aspirations during her go-go years of retirement as well as spend more time with her grandkids. While she may not be asking questions on the podcast, be sure to look for Becky in the Facebook group and FI community as she will be present and active in those spaces. Becky, we want to thank you for all you’ve done to mold the Catching Up to FI community, foster meaningful and educational conversations, and give practical yet compassionate advice to all of us in the financial independence space. Your dedication, spark, and humor will be missed on the podcast but we can’t wait to see where life takes you in the coming years.  Although we cannot replace Becky, we are excited to welcome the lovely and joyful Jackie Cummings Koski to the show! Jackie is a transparent financial educator and author of "Money Letters to My Daughter" (and upcoming book, "F.I.R.E. for Dummies"). She has helped Bill co-host as a guest on previous episodes and is excited to jump into the seat full time. Bill and Jackie are cooking up some tasty future episodes, so be sure to stay tuned! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Money Letters 2 My Daughter by Jackie Cummings Koski Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Dr. Bobby Dubois is a Harvard graduate and physician-scientist who joins Catching Up to FI to talk about the six components of functional health: exercise, sleep, nutrition, mind-body work, exposure to hot and cold, and social relationships. Dr. Dubois takes us through each of these areas, sharing palatable advice backed by scientific evidence.  This episode is abundant with practical tips to help you pave a healthier path in your journey towards financial independence and is a must-listen if you're looking to prioritize your health in your daily routine. And if you're interested in hearing more from our guest, be on the lookout for his upcoming podcast "Live Long and Well with Dr. Bobby." 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: MadroneSpringsRanch.com Six Activities to “Live Long and Well”: Learn Them During Your Next Stay At Madrone Springs Ranch The Peter Attia Drive Podcast Huberman Lab Podcast The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker Oura Ring examine.com N of 1 U. S. Preventive Services Task Force Final Recommendation Statement on Vitamin, Mineral, and Multivitamin Supplementation to Prevent Cardiovascular Disease and Cancer Blue Zones Harvard Study on Aging The Retirement Answer Man Instagram @madronespringsranch Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing attention to ones that deal specifically with insurance. From auto to property, and term life to travel insurance, Chris shares valuable tips and insights on how to manage these policies more efficiently. Crucially, he maintains that you shouldn't have to compromise your lifestyle to ensure you're getting the most from your insurance policies. Whether you're an insurance novice or you think you've heard it all before, Chris offers a fresh and insightful perspective on how to hack your way to better insurance understanding and management.  🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: allthehacks.com Playing With FIRE Documentary ChooseFI Optimizing Your Insurance Policies (Auto, Home/Renters, Umbrella, Life, Disability, Pet, and Travel) Insurance Hacks Part 1 (Home/Auto/Liability/Pet) Insurance Hacks Part 2 (Life, Disability and Travel) Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024 Rental Cars: Saving Money, Avoiding Fees and All the Secret Tricks All the Rental Car Hacks Policygenius Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Find Shannah on Instagram and TikTok @shannahgame 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Everyone's Talkin' Money Podcast 10 Money Questions to Ask Yourself Freebie The ABC's of Money Trauma CUtFI Episode with Manisha Thankor Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Meet Jeremy Schneider, the passionate financial educator behind Personal Finance Club and Nectarine. He delves into the value of robo-advisors, constructing a portfolio, his views on cryptocurrency, and common financial mistakes. Jeremy's new venture democratizes access to financial advice and he encourages simplicity, avoiding lifestyle creep and complex investing.

Manisha Thakor is the author of "Money Zen," and shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve into the meaning of "enough" in both personal finance and emotional wealth. Join us as we explore how to find balance between financial health and emotional wealth, and discuss the cultural pressure of perpetual busyness.  Whether you identify as a workaholic or someone caught up in the race of modern life, this episode offers invaluable opportunities for reflection. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 📗MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor http://moneyzen.com 📕On My Own Two Feet: A Mondern Girl's Guide to Personal Finance by Manisha Thakor 📚Get Financially Naked: How to Talk Money with Your Honey by Manisha Thakor Money O2 Podcast with Erin Kuhn: Manisha's Story Maslow's Hierarchy of Needs Hungry Ghosts Reflection Journal Book Club Guide Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Vicki Robin and Joe Dominguez Enough: True Measures of Money, Business, and Life by John C. Bogle Carl Richards' Behavior Gap Catching Up to FI Episode 022 with Jordan Grumet The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich Free Life by J L Collins Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Mike Piper, a CPA and author of "Social Security Made Simple," joins Bill and Becky to demystify Social Security benefits. They explore optimal claiming strategies, highlighting the advantages of delaying benefits to boost household income. Mike discusses the importance of spousal benefits and tax implications, often overlooked yet critical for planning. He provides insights into survivor benefits, financial planning for differing earning histories, and strategies for maximizing retirement income through effective timing and understanding of eligibility.