Catching Up to FI

Subscribe and Watch on YouTube Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends. Learn about the transformative power of personal connections, the emotional impact of handwritten notes, and how this old school practice can bridge divides and change lives. Listen in to be moved by Amy's story and inspired to reach out with your own handwritten message. 🔗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.) 🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust  Boston Institute of Finance Personal Growth Track: Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself. Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team.     Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)     👉🏻 Dear Dana: That time I went crazy and wrote all 580 of my Facebook friends a handwritten letter by Amy Weinland Daughters 🌐 amydaughters.com Doc G 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.

Subscribe and Watch on YouTube Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculators. Chris, Bill, and Jackie chat about the advantages of starting late, advice-only financial planning, and strategies for aligning spending with personal 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.) 🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust  Boston Institute of Finance Personal Growth Track: Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself.     Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation’s leading experts in managing money and the home as a team.     Resources mentioned on the show: As an Amazon Associate we earn from qualifying purchases.     🌐 Can I Retire Yet?     📗ChooseFI: Your Blueprint to Financial Independence by Chris Mamula, Brad Barrett, and Jonathan Mendonsa EconoMe Mr. Money Mustache JL Collins Mad FIentist Can I Retire Yet?: How to Make the Biggest Financial Decision of the Rest of Your Life by Darrow Kirkpatrick F.I.R.E. For Dummies by Jackie Cummings Koski ChooseFI The Tim Ferriss Show Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers by Tim Ferriss The Power of Reinvention with The Financial Tortoise | Tae Kim | 082 7 Advantages When You Start Saving for Retirement Late Early Retirement Extreme Maximize ACA Subsidies and Minimize Health Insurance Costs Music Money Man | Cody Garrett | 035 Abundo Wealth The Best Retirement Calculators by Darrow Kirkpatrick  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.

Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy! 🔗 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 🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust  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: BiggerPockets Money Podcast Paul Merriman The Shockingly Simple Math to Early Retirement, Mr. Money Mustache Annual Report of the Supplemental Security Income Program, May 2024 4% Rule Rethink Social Security: Myths, Benefits, and Clearing Up Misconceptions opensocialsecurity.com Retiring Before Mom & Dad | Rob Berger | 025 HSA - The Ultimate Retirement Account, Mad FIentist Fidelity HSA Year End Tax Planning | Sean Mullaney | 045 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.

Former U.S. Army captain turned successful finance YouTuber, Tae Kim, shares his journey from debt to financial security. Topics include slow progress, values over materialism, overcoming financial mistakes, and reinventing oneself. Discover the benefits of authenticity on YouTube, growth, new financial courses, life lessons post-40, health, wealth, and the value of slow progress in personal finance and life.

Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two! 🔗 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 🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust  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: BiggerPockets Money Monarch Money Empower 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 Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron shares his expert advice on how to build healthy, successful marriages founded on transparency and communication through loving and fair pre- and post-nups.  🔗 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 we earn from qualifying purchases. prenups.com The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas EconoMe 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.

Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love.   🔗 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 C Word Humble Dollar The White Coat Investor's Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed by James M Dahle Saving Our Retirement by Bill Yount How to Think About Money by Jonathan Clements My Money Journey: How 30 People Found Financial Freedom - And You Can Too by Jonathan Clements What is the Easterlin paradox? Catching Up to FI Episode 039 with Mark Trautman  Catching Up to FI Episode 019 with Fritz Gilbert Catching Up to FI Episode 022 with Jordan Grumet Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder 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.

Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financial journey to improve his family’s finances without compromising his 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 Resources mentioned on the show: As an Amazon Associate I earn from qualifying purchases. Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely by Kyle Landis-Marinello EconoMe CampFI F.I.R.E. for Dummies by Jackie Cummings Koski studentaid.gov Ramit Sethi Environmental, Social and Governance (ESG) Investing Simple Path to Wealth by JL Collins Socially Responsible Investing: Is It Also More Profitable? Article by Mr. Money Mustache Mr. 1500 Days 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 the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and Katie's passion for helping others shines through. Bill, Jackie, and the Donegans dive into practical steps to improve financial health, build a debt-free business, and create a life by design. They also explore the significance of continuous self-motivation, the power of asking the right questions, and how to blend traditional financial wisdom with a rebel mindset. Tune in to get inspired and learn how to never compare your pineapples!  🔗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. Rebel Finance School The Rebel Business School The Donegan’s YouTube  EconoMe Notes from a Friend: A Quick and Simple Guide to Taking Charge of Your Life by Tony Robbins Wheel of Life 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.

Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-factor authentication, and best practices for digital hygiene. Donna also gives practical tips on using password managers, safeguarding email accounts, and navigating the complexities of online privacy and data breaches.  🔗 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:  EconoMe FinTalks Scamalot! | Paula Pant | 066 Internet Crime Complaint Center FBI Internet Crime Report 2023 Cloudflare Private Internet Access LastPass Dashlane 1Password Security To Do List 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.