Catching Up to FI cover art

All Episodes

Catching Up to FI — 224 episodes

#
Title
1

FIlantropy: Radical Impact Giving Without Risking Your Retirement | Rebecca Herbst | 223

2

Unbanked, Buried In Payday Loans & A 500 Credit Score: This Late-starter Overcame It All! | Afra Smith | 222

3

Intergenerational Wealth: Strategies to Help Your Family NOW (Not Later) | Allen Mueller | 221

4

Not So Big Life Design: The Architecture of Wealth | Sarah Susanka | 220

5

Shocking Truths About Women's Financial History You Need to Know | Our Sheconomy Gameshow | 219

6

We Found Them! Past Guests At The Women of FI Weekend | Kim H. and Lisa B. | 218

7

Why "One More Year" Isn't Always a Mistake | Bill, Jackie, Patrick | 217

8

How to Retire Sooner and Spend More: Risk-Based Guardrails Explained | Aubrey Williams | 216

9

Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215

10

Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214

11

Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213

12

Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212

13

The Fog of FI: Overcoming the Fear of Quitting Your Job | "The Long View" Crossover | 211

14

Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! | Bill & Jackie | 210

15

Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209

16

20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208

17

Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207

18

I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206

19

Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205

20

Here's What 6 Years of Early Retirement Life is Really Like | "REAL Retirees: Uncut" Crossover | 204

21

I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203

22

Don't Trust AI with Your Money Until You Listen To This | Jeffrey Trull | 202

23

The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201

24

A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200

25

Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199

26

The Biggest Retirement Mistake: Over Saving and Under Living | Rachael Camp & Jesse Cramer | 198

27

Flashback to Episode 1: 'A Boat Named YOLO' | Bill Yount | 197

28

Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196

29

Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195

30

Back to FI Basics: How to Start Your Journey to Early Retirement | ChooseFI Crossover | 194

31

These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193

32

Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192

33

The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191

34

Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190

35

Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189

36

How Clutter Steals Your Time (And How to Get It Back) | Rose Lounsbury | 188

37

Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187

38

Retired Before 50: A Look at Her Real Finances, Numbers & Strategy | Andy Panko Crossover | 186

39

He's Back! Peek Inside The Mad Fientist's Post-FI Life & His Struggle to Spend | Brandon Ganch | 185

40

I Love Goooooold?! :) | Frank Vasquez | 184

41

Shopping Hacks For The Holidays | Trae Bodge | 183

42

Broke at 50 ➡️ Retired at 60! | BiggerPockets Crossover | 182

43

Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181

44

The Soul of Wealth | Dr. Daniel Crosby | 180

45

Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179

46

Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178

47

What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177

48

Live from Bali! Don't Miss These FI Stories From Around The Globe | Jackie & Captain FI | 176

49

Money Scripts: Don't Get Scrooged! | Brad Klontz | 175

50

Hidden Messages In The New Tax Law You May Have Missed | Bill & Jackie | 174

51

How A Single Mom Reached F.I.R.E. by 49 | Jackie Cummings Koski | 173

52

First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172

53

How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171

54

What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170

55

A Richer Retirement: The 4.7% Rule | Bill Bengen | 169

56

How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168

57

Reached FIRE At 50👉🏻 And Here's Why He Still Keeps Climbing | Darrow Kirkpatrick | 167

58

A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166

59

Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165

60

Tell Your Story With A Book, Here's How | Azul Terronez | 164

61

Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back Again | J. C. & Bev Webber | 163

62

From Silent Majority to Visible Voices | Bill & Jackie | 162

63

Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161

64

The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160

65

Forget the Corporate Ladder, Here's How to Climb 'The Wealth Ladder' | Nick Maggiulli | 159

66

Keeping Up With The Joneses | Bill Yount | 158

67

Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157

68

Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156

69

Q&A: Tackling Listener Questions | Bill & Jackie | 155

70

Learn This or Never Retire | Bill & Jackie | 154

71

Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153

72

Late Start, Big Lessons: Early Regrets & Mistakes of a (FI)sician | Bill Yount | 152

73

Women And The Great Wealth Transfer | Cary Carbonaro | 151

74

Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150

75

The Godfather of FI Talks Fatherhood | JL Collins | 149

76

Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148

77

Hanging On In a Yo-Yo Economy | Sam Stovall | 147

78

🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146

79

Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145

80

Once Upon a FI | Paul & Amanda Mollenkopf | 144

81

Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143

82

Smart Money Moves After 50 | Bill Yount | 142

83

The Three Kinder Questions (Part 2) | George Kinder | 141

84

The Father of Financial Life Planning (Part 1) | George Kinder | 140

85

Vote Your Money: Values Aligned Investing | Janine Firpo | 139

86

Catching Up to FI in Uncertain Times | Bill & Jackie | 138

87

International Educator, Bali FIRE | Amy Minkley | 137

88

Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136

89

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

90

Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135

91

Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133

92

Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132

93

72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131

94

Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130

95

Not Just Another Album, It's A Money Revolution! | Alan & Katie Donegan | 129

96

Get To Know Your Future Self | Bill Yount | 128

97

Coast FI Couple | Matt & Yana Tarr | 127

98

Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126

99

Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125

100

"The Risk Parity Paradox" an Exercise in Simple Complexity? | Frank Vasquez | 124

101

ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123

102

Banishing The Burden of Student Loan Debt | Travis Hornsby | 122

103

Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121

104

"Mama, Are We Poor?": a Single Mom's Millionaire Mindset | Monica Scudieri | 120

105

Leaning Out: Cracking the Burnout Code | Dawn Baker | 119

106

Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118

107

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

108

Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116

109

The pURPOSE Code | Jordan Grumet | 115

110

Weathering Financial Storms | Kristen Knapp | 114

111

FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113

112

Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

113

Mr 4% is now Mr 5% | Bill Bengen | 111

114

Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

115

Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109

116

Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108

117

Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107

118

Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

119

Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105

120

Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104

121

Generosity and Smart Spending: A Family Affair | Andy Hill | 103

122

Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102

123

Wanderlust and Wealth: A Nomadic Guide to FI | Cris Gawlik | 101

124

From Zero to Hero: A Late Starter's Guide to the Galaxy | Becky Heptig | 100

125

Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99

126

Mind Blowing ways to Maximize Your Health Savings Account (HSA) | Jeff York | 98

127

A Hero's Journey: Krista & Ed, The Mother of All Case Studies! | Krista and Ed Kim | 97

128

Money Dates and Marriage Myths: A Financial Toolkit for Couples | Brian Page | 96

129

Enoughness: Your Life or Your Money | Vicki Robin | 95

130

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

131

Millennial Revolution is in The House! | Kristy Shen, Bryce Leung & Little Matchstick | 93

132

Twin Towers: Lessons in Financial Freedom from Wall Street to Main Street | The Wealth Twins | 92

133

Stacking Washingtons in Joe's Mom's Basement and The Efficient Frontier | Joe Saul-Sehy | 091

134

In the Line of FIRE | Escaping Avalon | 090

135

Twin Wins with the Baughier Brothers: CampFI, EAGLE Cohousing, and Fiology | David & Stephen Baughier | 089

136

Why Does the Stock Market Always Go Up? | Brian Feroldi | 088

137

The Transformative Power of Handwritten Letters | Amy Weinland Daughters | 087

138

The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086

139

Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085

140

The Power of Reinvention with The Financial Tortoise | Tae Kim | 084

141

Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083

142

Can Prenups Really Save Your Marriage? | Aaron Thomas | 082

143

How to Think About Time: A Humble Legacy | Jonathan Clements | 081

144

Green Makes Green | Kyle Landis-Marinello | 080

145

Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079

146

CyberFI and the FBI | Donna Peterson | 078

147

The Life and Death of The 4% Rule | Christine Benz | 077

148

The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076

149

Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075

150

The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074

151

Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073

152

Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072

153

From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071

154

Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070

155

Pathfinders: Stories of Success and Financial Independence | JL Collins | 069

156

Don't Miss Out On Today | Mark Ross | 068

157

Catching the Wave to FI | Doug Nordman & Carol Pittner | 067

158

Scamalot! | Paula Pant | 066

159

Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065

160

On the Road With Catching Up to FI | $lackers Part 2 | 064

161

Retirement Planning Tips | Andy Panko | 063

162

On the Road With Catching Up to FI | $lackers Part 1 | 062

163

Unpacking Retirement Planning Strategies | Kevin Lyles | 061

164

Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

165

Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059

166

What the (Insurance) Hack? | Chris Hutchins | 058

167

CRASH!: Money Trauma and Recovery | Shannah Game | 057

168

Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056

169

Money Zen | Manisha Thakor | 055

170

Social Security Made Simple | Mike Piper | 054

171

Imagineer Your Ikigai | Matt Richter | 053

172

Bigger Pockets Money | Mindy Jensen & Scott Trench | 052

173

Go Go Giving | Bill Yount & Becky Heptig | 051

174

International Living | Jeff Opdyke | 050

175

Single Player FI | Jennifer Mah | 049

176

Mom and Dad, We Need to Talk | Cameron Huddleston | 048

177

My Other Vehicle is a 401(k)! | Diana Falck | 047

178

Live from Bali! | Stacking Benjamins | 046

179

Year End Tax Planning | Sean Mullaney | 045

180

SpongeBob and Drawdown Strategies | Frank Vasquez | 044

181

Retire Often | Jillian Johnsrud | 043

182

The Banes of Financial Independence | Camp FI Midwest Live | 042

183

Money for the Rest of Us | David Stein | 041

184

How to Think About Money | Jonathan Clements | 040

185

Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039

186

On the Road With Catching Up to FI | Stacey's Journey | 038

187

Costa Rica FIRE or Bust! | Caroline Ceniza-Levine | 037

188

On the Road With Catching Up to FI | Rusty's Journey | 036

189

Music Money Man | Cody Garrett | 035

190

On the Road With Catching Up to FI | Mike's Journey | 034

191

How a Second Grader Beats Wall Street | Allan Roth | 033

192

On the Road With Catching Up to FI | Tony's Journey | 032

193

Top Gun Finance | Stephen Heptig | 031

194

Podcast Movement Live! | Bill Yount & Becky Heptig | 030

195

Find Your Camino | Diania Merriam | 029

196

Camp FI Rocky Mountain | Panel | 028

197

Climb Every Mountain | Roger Whitney | 027

198

Strippin' & Tippin' | Barbara Sloan | 026

199

Retiring Before Mom & Dad | Rob Berger | 025

200

F-You Money Part 2 | JL Collins | 024

201

F-You Money Part 1 | JL Collins | 023

202

Purpose, Identity, & Connection | Jordan Grumet | 022

203

Stories, Hacks, & Tribes | Brad Barrett | 021

204

Dimes Everywhere | Amberly Grant | 020

205

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

206

Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018

207

Patience & Persistence | Vincent Pugliese | 017

208

The Power of Cash Flow Planning | Sarah-Catherine Gutierrez | 016

209

Birthdays, Funerals, Cars & More Cars | Bill Yount & Becky Heptig | 015

210

$1M Debt!: "One Dollar at a Time" | Naseema McElroy | 014

211

Life & Taxes | Sean Mullaney | 013

212

Fast Times & Caddyshack | Mark Trautman | 012

213

Coins & Couch Cushions | Jennifer Allen | 011

214

Do Budgets Really Suck...or Not? | Bill Yount & Becky Heptig | 010

215

We're Talking Millions! Part 2 | Paul Merriman | 009

216

We're Talking Millions! Part 1 | Paul Merriman | 008

217

From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007

218

Is It Ever Too Late? | Earn & Invest Podcast | 006

219

Broken Vessels, Recovery, & Forgiveness | Deanna Hutchison | 005

220

Borderless FI: Thunder Down Under | Late Starter Fire | 004

221

Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003

222

Gotta Have Faith & Money | Becky Heptig | 002

223

A Boat Named YOLO | Bill Yount | 001

224

Catching up to FI Intro & Meet the Hosts | 000