Catching Up to FI

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.

Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, managing windfalls, how to live in stealth wealth, and following your Ikigai. Matt loves spending time with his family, traveling, brewing beer, and writing on his blog to share his biggest passion, Financial Imagineering: making money work for you so you can unlock and spend more of your most precious resource on this planet, self-determined time, in order to pursue your dreams and passions. Matt Richter on Facebook, X, and Medium 🔗 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: Financial Imagineer Website Playing the Game of Life: Comparing Life to Video Games Tim Ferriss The Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley and Sarah Stanley Fallaw MoneyZen: The Secret to Finding Your "Enough" by Manisha Thakor Enough: True Measures of Money, Business, and Life by John C. Bogle How to Build Your Abundant Waterfall of Income Streams Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Vicki Robin and Joe Dominguez Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green 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.

Happy Holidays from the Catching Up to FI team! Please enjoy this episode where Bill and Becky share their financial stories with Mindy Jensen and Scott Trench of Bigger Pockets Money, their most listened to episode! 🔗 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: Dave Ramsey Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins White Coat Investor BiggerPockets Money Podcast Episode 344: Rethink Social Security: Myths, Benefits, and Clearing Up Misconceptions Playing With FIRE Documentary Set for Life: Dominate Life, Money, and the American Dream by Scott Drench Music Credit 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.

Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even counterintuitive, if you're a late starter, but there are other ways to give beyond cash; you can also donate your time, talent, and even your car! Bill and Becky list a few of their favorite charitable organizations as well as the advantages of donor-advised funds and qualified charitable distributions. Happy giving! 🔗 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: Guidestar Financial Peace University Habitat for Humanity Ronald McDonald House Charities Salvation Army Vehicles for Veterans Kars4Kids On Ramp Donor-Advised Fund Definition CareCuts of Knoxville Qualified Charitable Distribution Freedom for Fido Catching Up to FI Episode 019 with Fritz Gilbert Living Journeys Community Cancer Support The Go-Giver: A Little Story About a Powerful Business Idea CUtFI Recommended Charities 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.

Bill and returning guest co-host, Jackie, sit down with Jeff Opdyke to talk about raising financially savvy children as well as the pros and cons of living internationally. Jeff was born and raised in South Louisiana but grew up traveling the world and has never really stopped. He spent 17 years covering personal finance and investing for The Wall Street Journal, and seven years writing the Journal's nationally syndicated "Love & Money" column that chronicled the real ways personal finances and personal relationships clash. Jeff has traveled to more than 70 countries and currently works as a digital nomad living and writing from Cascais, Portugal about retirement lifestyle, travel, and global investing. Jeff Opdyke is the editor of The Global Intelligence Letter and contributor to International Living. 🔗 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: Replay: Your Second Chance to Invest in the American Dream by Jeff Opdyke Financially Ever After: The Couples' Guide to Managing Money by Jeff Opdyke Bite Your Tongue Podcast Episode 2: MONEY...and Your Adult Children! Money Letters 2 My Daughter by Jackie Cummings Koski 4% Rule International Living International Living Conferences 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.

Jennifer Mah is an FI enthusiast, and you can find her wit and wisdom all over many FI social media channels. She is an administrator of the Afford Anything Facebook Group and is active in the Choose FI Community locally and worldwide. Her home base is in the San Diego area where she is an entrepreneurial financial coach at Your Money, Your Life Financial Coaching. Jen's services are designed to reduce anxiety and stress, help people take control of their money, and empower them to build the life that they want. Jen's personal and money stories are moving to say the least. Bill and guest co-host Jackie Cummings Koski dive deep with Jen to explore the intersection of personal and financial trauma and inspirational resilience. Please be aware that some of the topics we discuss in today's show can be triggering. It is with great pleasure that we welcome Jen to the Catching Up to FI Family! 🔗 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: 988 Suicide & Crisis Lifeline Letters 2 My Daughter by Jackie Cummings Koski FinCon Afford Anything Facebook Your Money, Your Life Financial Coaching ChooseFI San Diego Coast FIRE Dough Roller Podcast Stacking Benjamins Earn & Invest Portfolio Visualizer cFIREsim Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins 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.

Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is an award-winning journalist with 20 years of experience writing about personal finance. Her work has appeared in Forbes, Kiplinger's Personal Finance, Chicago Tribune, MSN, Yahoo and many more print and online publications. Cameron is a mom of three young kids and is also a daughter; she juggled raising her kids while caring for her mom, who had Alzheimer's disease. It was a stressful situation, but it gave her great insight into how financially devastating Alzheimer's and dementia can be. It also made her realize how necessary it is for adult children to be having conversations with their parents about their finances before a health issue or emergency leaves their parents unable to manage their own finances. 🔗 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.) Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances by Cameron Huddleston Cameron Huddleston Website Scam Red Flags ICE (In Case of Emergency) Binder 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.

Diana Falck is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. She is also on the staff of Catching Up to FI as our Facebook group administrator and social media maven. Diana has an inspiring story of persistence, diligence, and compassion. Burdened with a six-figure MBA debt for over a decade, the Chicago-born Italian was determined to become debt free and enrolled in Financial Peace University. She went gazelle intense to pay off debt, save for an emergency fund, and invest for retirement. Due to the overhaul in her life, she wanted freedom for others and volunteered in stewardship ministries and then the Financial Independence community. Diana married at 48 and went around the debt mountain for a second round. She is passionate to help and encourage late starters as the journey hits very close to home. 🔗 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 Corrections: 12:30 Study abroad in Spain was a program that Marquette sponsored at Universidad Complutense de Madrid. 29:07 Gig was for three weeks 29:14 21 days 30:11 three weeks 42:21 2020, not 2000 49:30 Jan 2020, not Dec 2020…it took 19 months Diana's favorite links Resources mentioned on the show: EconoMe Conference Peace Corps: The Toughest Job You'll Ever Love Food for the Hungry House Hacking CURE International (Afghanistan) Taxes Geoarbitrage: Physical Presence Test Begin at 14:40 for scene: Break the Chains of Debt Gazelle Intensity Debt Snowball vs Avalanche Episode 31 Top Gun Finance Legacy Drawer (Dead Box-Jeremy Personal Finance Club) Financial Literacy Education - ChooseFI The Shockingly Simple Math Behind Early Retirement FatFI defined Fight back and WIN - "Bankrupt" - Taylor Swift Bad Blood Parody Ben & Arthur Chart Resources that helped Diana's/Falck's Money Journeys Apps that saved our marriage Google Calendar: shared Life360 YNAB & Nick True for YNAB Help Movies Playing with FIRE Books The Total Money Makeover ~ Dave Ramsey: For Debt ONLY ChooseFI: Your Blueprint to Financial Independence I Will Teach You to Be Rich ~ Ramit Sethi Financial Freedom ~ Grant Sabatier 48 Days to the Work You Love ~ Dan Miller Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life ~ Jordan Grumet, M.D. Diana would like to dedicate her first podcast to her late cousin, Ida and brother, Tony. If you or someone you know is struggling with addiction, help is out there, and freedom is possible. As with any program…the steps work: 12-step Celebrate Recovery 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.