We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. She was also this year's brave Case Study at the EconoMe conference and revealed all her numbers in front of a live audience to get crowd-sourced feedback in real time. What transpired afterwards was powerful- she quit her day job and handed in her clinical badge to enjoy a sabbatical she had been longing for! With a little help from some Boldin financial modeling and a Nectarine hourly planner, she made the leap and takes us through exactly how she did it.

=== VOTE FOR US: PLUTUS AWARDS ===

We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI" - Bill Yount & Jackie Cummings Koski.

✅ WHAT IS THE PLUTUS AWARDS?

The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.

✅ VOTE

If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.

✅ DEADLINE

The deadline to vote is August 30th, 2025. Winners will be announced in October.

✅ CATEGORIES

Below are the categories we have been nominated for and we'd love your vote in each of them.

Catching Up to FI

1. Best New Personal Finance Content Creator - Audio
2. Content Creator of the Year: Audio
3. People's Choice: Audio
4. Best Financial Advisor Content/Jackie Cummings Koski, CFP
5. Plutus Storyteller Award
6. Best Traditional Retirement Content
7. Best Personal Finance Content for Underserved Communities
8. Best Personal Finance Content for Women

Other categories

1. Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies)
2. Best New Personal Finance Book (F.I.R.E. for Dummies)
3. Plutus Resilience Award (Jackie Cummings Koski)
4. Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)

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===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

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For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

RESOURCES MENTIONED ON THE SHOW:

Charity: Adelante Latina

🌐 Lisa's Blog

⏬ Catching Up to FI version of Case Study Template (Download and save a copy)

The Advisor Lisa used at Nectarine (John O'Callaghan, CFP®). Book your own session using this Nectarine Affilate Link: https://hellonectarine.com/r/cutfi

Fioneers 'Coast With Confidence' Course

https://thefioneers.com/coast-with-confidence-waitlist

⏰ 'Catching Up to FI' Episodes

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

The Godfather of FI Talks Fatherhood | JL Collins | 149

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

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

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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.