EPISODE · Apr 23, 2023 · 58 MIN
Coins & Couch Cushions | Jennifer Allen | 011
from Catching Up to FI · host Bill Yount & Becky Heptig
Jennifer Allen, a Catching Up to FI Facebook community member, joins us for her first podcast! We talk about her journey to FI in her early 50s from a health scare wake-up call at 40. We touch on topics like spousal buy-in, geo-arbitrage, FI healthcare prior to Medicare, tax and income optimization in retirement, and IRMAA, among many others. 🔗 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: Mr. Money Mustache - The Shockingly Simple Math Behind Early Retirement The Mad Fientist ChooseFI Frugalwoods Empower (formerly Personal Capital) 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.
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Coins & Couch Cushions | Jennifer Allen | 011
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