All Episodes
Catching Up to FI — 236 episodes
Retiring Early? CPA Explains How To Use A 72(t) to Escape The 10% Penalty | Bill Stecker (Part1) | 234
Vanguard Acquires Altruist: Why Fidelity & Schwab Better Look Out! | Barry Ritholtz | Bonus
Are Pensions Really Dead? The Surprising Value of Modern Pensions | Andy Panko | 233
The Truth Behind Raising A Teenage Money Whiz (From The Parents Of Rishi Vamdatt) | Renu & Raag Vamdatt | 232
This 16-Year-Old CFP Exam Passer Is Making Personal Finance "Easy Peasy" | Rishi Vamdatt | 231
More Bonds, James, Bonds: Rethinking Your BND Strategy (Part 2) | Frank Vasquez | Episode 230
Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229
How to Retire at 40: Her Debt-Crushing Path to Financial Independence | Bernadette Joy | 228
Bonus: Is Your School's 403(b) On The Naughty List? Here's What To Do About It | Dan Otter | 227
How K-12 Teachers Can Beat the Broken 403(b) System | Dan Otter & Scott Dauenhauer | 226
Risk & Reward: Stress Testing the Long Term Buy and Hold Strategy | Ben Carlson | 225
You Hit The Number, Now What? | Childfree Life By Design Crossover | 224
FIlanthropy: Radical Impact Giving Without Risking Your Retirement | Rebecca Herbst | 223
Unbanked, Buried In Payday Loans & A 500 Credit Score: This Late-starter Overcame It All! | Afra Smith | 222
Intergenerational Wealth: Strategies to Help Your Family NOW (Not Later) | Allen Mueller | 221
Not So Big Life Design: The Architecture of Wealth | Sarah Susanka | 220
Shocking Truths About Women's Financial History You Need to Know | Our Sheconomy Gameshow | 219
We Found Them! Past Guests At The Women of FI Weekend | Kim H. and Lisa B. | 218
Why "One More Year" Isn't Always a Mistake | Bill, Jackie, Patrick | 217
How to Retire Sooner and Spend More: Risk-Based Guardrails Explained | Aubrey Williams | 216
Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215
Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214
Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213
Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212
The Fog of FI: Overcoming the Fear of Quitting Your Job | "The Long View" Crossover | 211
Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! | Bill & Jackie | 210
Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209
20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207
I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206
Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205
Here's What 6 Years of Early Retirement Life is Really Like | "REAL Retirees: Uncut" Crossover | 204
I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203
Don't Trust AI with Your Money Until You Listen To This | Jeffrey Trull | 202
The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201
A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200
Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199
The Biggest Retirement Mistake: Over Saving and Under Living | Rachael Camp & Jesse Cramer | 198
Flashback to Episode 1: 'A Boat Named YOLO' | Bill Yount | 197
Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196
Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195
Back to FI Basics: How to Start Your Journey to Early Retirement | ChooseFI Crossover | 194
These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193
Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192
The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191
Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190
Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189
How Clutter Steals Your Time (And How to Get It Back) | Rose Lounsbury | 188
Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187
Retired Before 50: A Look at Her Real Finances, Numbers & Strategy | Andy Panko Crossover | 186
He's Back! Peek Inside The Mad Fientist's Post-FI Life & His Struggle to Spend | Brandon Ganch | 185
I Love Goooooold?! :) | Frank Vasquez | 184
Shopping Hacks For The Holidays | Trae Bodge | 183
Broke at 50 ➡️ Retired at 60! | BiggerPockets Crossover | 182
Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181
The Soul of Wealth | Dr. Daniel Crosby | 180
Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178
What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
Live from Bali! Don't Miss These FI Stories From Around The Globe | Jackie & Captain FI | 176
Money Scripts: Don't Get Scrooged! | Brad Klontz | 175
Hidden Messages In The New Tax Law You May Have Missed | Bill & Jackie | 174
How A Single Mom Reached F.I.R.E. by 49 | Jackie Cummings Koski | 173
First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172
How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171
What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170
A Richer Retirement: The 4.7% Rule | Bill Bengen | 169
How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
Reached FIRE At 50👉🏻 And Here's Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166
Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165
Tell Your Story With A Book, Here's How | Azul Terronez | 164
Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back Again | J. C. & Bev Webber | 163
From Silent Majority to Visible Voices | Bill & Jackie | 162
Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161
The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Forget the Corporate Ladder, Here's How to Climb 'The Wealth Ladder' | Nick Maggiulli | 159
Keeping Up With The Joneses | Bill Yount | 158
Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157
Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156
Q&A: Tackling Listener Questions | Bill & Jackie | 155
Learn This or Never Retire | Bill & Jackie | 154
Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153
Late Start, Big Lessons: Early Regrets & Mistakes of a (FI)sician | Bill Yount | 152
Women And The Great Wealth Transfer | Cary Carbonaro | 151
Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150
The Godfather of FI Talks Fatherhood | JL Collins | 149
Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148
Hanging On In a Yo-Yo Economy | Sam Stovall | 147
🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146
Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145
Once Upon a FI | Paul & Amanda Mollenkopf | 144
Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143
Smart Money Moves After 50 | Bill Yount | 142
The Three Kinder Questions (Part 2) | George Kinder | 141
The Father of Financial Life Planning (Part 1) | George Kinder | 140
Vote Your Money: Values Aligned Investing | Janine Firpo | 139
Catching Up to FI in Uncertain Times | Bill & Jackie | 138
International Educator, Bali FIRE | Amy Minkley | 137
Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132
72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131
Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130
Not Just Another Album, It's A Money Revolution! | Alan & Katie Donegan | 129
Get To Know Your Future Self | Bill Yount | 128
Coast FI Couple | Matt & Yana Tarr | 127
Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
"The Risk Parity Paradox" an Exercise in Simple Complexity? | Frank Vasquez | 124
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
"Mama, Are We Poor?": a Single Mom's Millionaire Mindset | Monica Scudieri | 120
Leaning Out: Cracking the Burnout Code | Dawn Baker | 119
Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116
The pURPOSE Code | Jordan Grumet | 115
Weathering Financial Storms | Kristen Knapp | 114
FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Mr 4% is now Mr 5% | Bill Bengen | 111
Say Cheese!: The Retirement Spending Smile | David Blanchett | 110
Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109
Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108
Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107
Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106
Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105
Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104
Generosity and Smart Spending: A Family Affair | Andy Hill | 103
Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102
Wanderlust and Wealth: A Nomadic Guide to FI | Cris Gawlik | 101
From Zero to Hero: A Late Starter's Guide to the Galaxy | Becky Heptig | 100
Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99
Mind Blowing ways to Maximize Your Health Savings Account (HSA) | Jeff York | 98
A Hero's Journey: Krista & Ed, The Mother of All Case Studies! | Krista and Ed Kim | 97
Money Dates and Marriage Myths: A Financial Toolkit for Couples | Brian Page | 96
Enoughness: Your Life or Your Money | Vicki Robin | 95
Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94
Millennial Revolution is in The House! | Kristy Shen, Bryce Leung & Little Matchstick | 93
Twin Towers: Lessons in Financial Freedom from Wall Street to Main Street | The Wealth Twins | 92
Stacking Washingtons in Joe's Mom's Basement and The Efficient Frontier | Joe Saul-Sehy | 091
In the Line of FIRE | Escaping Avalon | 090
Twin Wins with the Baughier Brothers: CampFI, EAGLE Cohousing, and Fiology | David & Stephen Baughier | 089
Why Does the Stock Market Always Go Up? | Brian Feroldi | 088
The Transformative Power of Handwritten Letters | Amy Weinland Daughters | 087
The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086
Better Late Than Never: A Step By Step Guide Part 2 | BiggerPockets Podcast | 085
The Power of Reinvention with The Financial Tortoise | Tae Kim | 084
Better Late Than Never: A Step By Step Guide Part 1 | BiggerPockets Money Podcast | 083
Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
How to Think About Time: A Humble Legacy | Jonathan Clements | 081
Green Makes Green | Kyle Landis-Marinello | 080
Indiana Jones and an Extraordinary Life with the Donegans | Alan and Katie Donegan | 079
CyberFI and the FBI | Donna Peterson | 078
The Life and Death of The 4% Rule | Christine Benz | 077
The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073
Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
Don't Miss Out On Today | Mark Ross | 068
Catching the Wave to FI | Doug Nordman & Carol Pittner | 067
Scamalot! | Paula Pant | 066
Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
On the Road With Catching Up to FI | $lackers Part 2 | 064
Retirement Planning Tips | Andy Panko | 063
On the Road With Catching Up to FI | $lackers Part 1 | 062
Unpacking Retirement Planning Strategies | Kevin Lyles | 061
Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060
Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059
What the (Insurance) Hack? | Chris Hutchins | 058
CRASH!: Money Trauma and Recovery | Shannah Game | 057
Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056
Money Zen | Manisha Thakor | 055
Social Security Made Simple | Mike Piper | 054
Imagineer Your Ikigai | Matt Richter | 053
Bigger Pockets Money | Mindy Jensen & Scott Trench | 052
Go Go Giving | Bill Yount & Becky Heptig | 051
International Living | Jeff Opdyke | 050
Single Player FI | Jennifer Mah | 049
Mom and Dad, We Need to Talk | Cameron Huddleston | 048
My Other Vehicle is a 401(k)! | Diana Falck | 047
Live from Bali! | Stacking Benjamins | 046
Year End Tax Planning | Sean Mullaney | 045
SpongeBob and Drawdown Strategies | Frank Vasquez | 044
Retire Often | Jillian Johnsrud | 043
The Banes of Financial Independence | Camp FI Midwest Live | 042
Money for the Rest of Us | David Stein | 041
How to Think About Money | Jonathan Clements | 040
Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039
On the Road With Catching Up to FI | Stacey's Journey | 038
Costa Rica FIRE or Bust! | Caroline Ceniza-Levine | 037
On the Road With Catching Up to FI | Rusty's Journey | 036
Music Money Man | Cody Garrett | 035
On the Road With Catching Up to FI | Mike's Journey | 034
How a Second Grader Beats Wall Street | Allan Roth | 033
On the Road With Catching Up to FI | Tony's Journey | 032
Top Gun Finance | Stephen Heptig | 031
Podcast Movement Live! | Bill Yount & Becky Heptig | 030
Find Your Camino | Diania Merriam | 029
Camp FI Rocky Mountain | Panel | 028
Climb Every Mountain | Roger Whitney | 027
Strippin' & Tippin' | Barbara Sloan | 026
Retiring Before Mom & Dad | Rob Berger | 025
F-You Money Part 2 | JL Collins | 024
F-You Money Part 1 | JL Collins | 023
Purpose, Identity, & Connection | Jordan Grumet | 022
Stories, Hacks, & Tribes | Brad Barrett | 021
Dimes Everywhere | Amberly Grant | 020
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018
Patience & Persistence | Vincent Pugliese | 017
The Power of Cash Flow Planning | Sarah-Catherine Gutierrez | 016
Birthdays, Funerals, Cars & More Cars | Bill Yount & Becky Heptig | 015
$1M Debt!: "One Dollar at a Time" | Naseema McElroy | 014
Life & Taxes | Sean Mullaney | 013
Fast Times & Caddyshack | Mark Trautman | 012
Coins & Couch Cushions | Jennifer Allen | 011
Do Budgets Really Suck...or Not? | Bill Yount & Becky Heptig | 010
We're Talking Millions! Part 2 | Paul Merriman | 009
We're Talking Millions! Part 1 | Paul Merriman | 008
From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007
Is It Ever Too Late? | Earn & Invest Podcast | 006
Broken Vessels, Recovery, & Forgiveness | Deanna Hutchison | 005
Borderless FI: Thunder Down Under | Late Starter Fire | 004
Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003
Gotta Have Faith & Money | Becky Heptig | 002
A Boat Named YOLO | Bill Yount | 001
Catching up to FI Intro & Meet the Hosts | 000