Catching Up to FI
Bill Yount & Jackie Cummings Koski
A mindset, money, and life podcast for late starters catching up to Financial Independence.
Episodes
Mentioned books
Mar 5, 2023 β’ 1h 9min
Borderless FI: Thunder Down Under | Late Starter Fire | 004
Bill & Becky are joined by their first guest, Late Starter FIRE, hails from Down Under in Melbourne Australia. She woke up to financial independence at 47 and is on track to retire at 55! She takes us through her action plan for late starters available on her website www.latestarterfire.com. π 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: LateStarterFire Late Starter Fire Action Plan Use discount code cathcinguptofi at checkout to get the Action Plan + Companion Journal for the price of the action plan alone. Late Starter Fire Facebook Group 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.
Feb 27, 2023 β’ 35min
Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003
Bill and Becky talk cash flow planning and sinking funds. We try and make them sexy and help you see why they are an invaluable way to take care of occasional expected expenses and unexpected financial surprises. π 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 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.
Feb 19, 2023 β’ 50min
Gotta Have Faith & Money | Becky Heptig | 002
Bill interviews his co-host Becky and takes you on a behind-the-scenes look at how she and her husband started with a net worth of zero at fifty and retired "earlier than never" at 63! π 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: www.startedat50.com https://www.facebook.com/groups/725860611251916 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.
Feb 19, 2023 β’ 47min
A Boat Named YOLO | Bill Yount | 001
Becky interviews her co-host Bill regarding his conflicted relationship with money on the way to financial recovery after a late start on the journey to financial independence. π 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: Catching Up to FI | Facebook 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.
Feb 2, 2023 β’ 5min
Catching up to FI Intro & Meet the Hosts | 000
Bill & Becky are late starters on the journey to financial independence. They introduce the show and give a glimpse of what to expect. π 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: 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.


