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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!
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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
šļøSquadCast: 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.
By Bill Yount & Jackie Cummings Koski4.8
336336 ratings
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!
š 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
šļøSquadCast: 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.

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