In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values.  🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. "Your Neighbors Are Retiring in Their 30s. Why Can't You?" NYT Article Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018 EconoMe F.I.R.E for Dummies by Jackie Cummings Koski But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez Early Retirement Extreme by Jacob Lund Fisker 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.

Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2! 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show:  As an Amazon Associate I earn from qualifying purchases. 403bwise Deferred Compensation Plans CalPERS (California Public Employees’ Retirement System) CalSTRS (California State Teachers’ Retirement System) Mark Trautman Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker 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.

Join Pete Adeney, known as Mr. Money Mustache, a pioneer in the financial independence scene who retired at 30 and founded a popular blog. He shares insights on sustainable living and investing, the benefits of concierge medicine, and navigating life changes like divorce. The conversation also dives into car-free communities in Arizona and how they foster connection. With an emphasis on practical financial habits and socially responsible investments, Pete inspires listeners to seek fulfillment beyond mere financial success.

In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also outlines ways individuals can contribute to fostering a financially literate future generation. 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Financial Literacy Project Money Letters 2 My Daughter by Jackie Cummings Koski  F.I.R.E. for Dummies by Jackie Cummings Koski  Next Gen Personal Finance Yanely Espinal EconoMe FinCon Bogleheads Conference NGPF Arcade Next Gen YouTube Channel 10 Money Milestones 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.

Although you’ve probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way. 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. 1500 Days to Freedom Bigger Pockets Money Podcast Mile High FI Mindy (and Carl) On Money The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas EconoMe Mr. Money Mustache 4% Rule fatFIRE Real Estate Rookie Podcast Mindy and Carl on Ramit Sethi’s “I Will Teach You To Be Rich” Podcast Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins Mindy on Money Scholarship mindy@biggerpockets.com mindy@mindyonmoney.com carl@mindyonmoney.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.

In Part 2 of Bill and Jackie’s conversation with JL Collins, the three explore his latest book “Pathfinders” and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of starting early in investments, the pivotal moments which define one’s financial path, and the universal applicability of Collins' financial principles across different life situations. Sharing touching and motivational stories from ”Pathfinders”, they emphasize the book’s role as a beacon for those striving for financial independence, regardless of their starting point. 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Hard & Soft Sides of Retirement | Fritz Gilbert | 019 From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007 Sapiens: A Brief History of Humankind by Yuval Noah Harari Pathfinders "Money is more open-minded than language, state laws, cultural codes, religious beliefs and social habits. Money is the only trust system created by humans that can bridge almost any cultural gap, and that does not discriminate on the basis of religion, gender, race, age or sexual orientation." -Yuval Noah Harari JL Collins on Roman Koshovskyi's Podcast 4% Rule 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.

Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds navigating the journey toward financial freedom. Bill and official new co-host, Jackie Koski, chat with JL about the transformative power of simple yet strategic financial decisions, the significance of community, and the universal applicability of the principles of financial independence. Prepare to be inspired by tales of resilience, adaptability, and the pursuit of a life rich not just in wealth, but in fulfillment and joy. Stay tuned for part 2! 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life by JL Collins Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence--And How to Join Them by JL Collins FU Money Part 1 | JL Collins | 023 Mr. Money Mustache 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.

Mark Ross is a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for a fee, for free, and just for himself. Through his personal story, he highlights the importance of a growth mindset, staying curious, and building relationships. This episode also marks a bittersweet moment as Becky says her final goodbye as co-host, but we will see her around the community. Thank you for everything, Becky! 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Next Thing Coaching Rock Retirement Club The Real Life Process Career Pivot Mindset: The New Psychology of Success by Carol S. Dweck

Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They discuss the importance of saving, investing, and making prudent life choices, all set against the backdrop of their unique military lifestyle. Moreover, they discuss the profound impact of teaching financial literacy from a young age. Whether you're a late starter to financial independence or seeking to pave a smoother path for the next generation, this episode is packed with wisdom, humor, and inspiring stories to guide you on your journey to FI. 🔗 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 Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine. Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Look for their books at your local library in order to "try before you buy." militaryfinancialindependence.com The Military Guide to Financial Independence and Retirement by Doug Nordman Raising Your Money-Savvy Family for Next Generation Financial Independence by Doug Nordman and Carol Pittner Redeployment Wealth Strategies Mr. Money Mustache 4% Rule The First National Bank of Dad by David Owen If You Made a Million by David M. Schwartz Quicken SoFi Ally Paula Pant FamZoo Thrift Savings Plan Your Kid 401(k) Plan Top Gun Finance | Stephen Heptig | 031 Mom and Dad, We Need to Talk | Cameron Huddleston | 048 Doug’s recommendations for military-friendly charities: - Fisher House Foundation: either the national foundation (with Brian Gawne, one of my college classmates and a military retiree) or your local Fisher House at a hospital. - Local chapters of the Wounded Warrior Program and their services for your local military veterans. Their favorite surfing beaches: - White Plains Beach at Kalaeloa near Kapolei (Oahu) - Pua ‘Ena Point at Haleiwa Beach Park (north side) on Oahu ...but Mission Bay and South Ponto Beach in San Diego are also pretty good, as well as Shifting Sands Beach Club at Dam Neck in Virginia Beach. 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.

Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into the world of scams, particularly focusing on the elderly. We explore why scams are so convincing, and Paula offers practical advice for protection against scams, advocating the use of credit over debit cards for enhanced federal protection, and emphasizes the importance of vigilance in the digital age. She gives us a comprehensive guide to understanding and combating scams, highlighting the significance of cybersecurity alongside financial independence.  🔗 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: Afford Anything Federal Reserve's Beige Book Your First Rental Property YouTube.com/AffordAnything Frank Abagnale The Perfect Scam Podcast AARP Fraud Watch Network The Internet Crime Complaint Center LastPass 1Password The Psychology of Money by Morgan Housel Same as Ever by Morgan Housel Of Dollars and Data Just Keep Buying by Nick Maggiulli Dan Ariely James Clear Build the Life You Want by Aurthur C. Brooks and Oprah Winfrey