If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without drama—that’s the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn “build-your-own paycheck” into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together they demystify:

• Tax Pitfalls
• Timing Social Security
• Asset Allocation and Location
• Why Most Retirees Underspend

The big takeaway: document the plan, automate the paycheck, and give yourself permission to enjoy the “go-go” years—because money’s job is to fund a life, not gather dust. 

 

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☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

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: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: Freedom for Fido

🌐The Retirement Manifesto

📘 Keys to a Successful Retirement

🌐 Sensible Money

Sensible Money YouTube 

📕 Control Your Retirement Destiny

📗 Social Security Sense

📄 Dana’s breakdown of OBBBA

📄 Retirement Red Zone: Rethinking Your Investment Strategy

 

⏰ ‘Catching Up to FI’ Episodes

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. He joins us to ask the question that instantly ties our brain in knots: 'What is money, really?' From there, he discusses:

• Why we unknowingly organize life around money and work
• Why 'enough' is a way of being (not a number)
• How we keep handing money jobs it can't do—like self-worth, love, and happiness

Come for the doodles; leave with a gentler, saner way to align your calendar, your checkbook, and your life.

 

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🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 BehaviorGap.com

📗 Your Money: Reimagining Wealth in Simple Sketches

📕 The Behavior Gap

📘 The One-Page Financial Plan

50 Fires Podcast 

 

⏰ ‘Catching Up to FI’ Episodes

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

https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/32726312

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/32726267

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love story and how they met, before getting into his new book, 'A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More'. He joins us in this episode to:

• Break down the primary goals of the book 
• Help you understand what’s required to create and manage a successful personal retirement withdrawal plan
• Step us through all the tools required to make your money last your entire lifetime

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Bill Bengen

📘A Richer Retirement

Charts and Tables from ‘A Richer Retirement’

 

⏰ ‘Catching Up to FI’ Episodes

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

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now one of the youngest CFP professionals in the US. She shares how she became money savvy so early and what influences impacted her the most. She isn’t here to judge the rest of us who started late, but to help us make up for lost time—with humor, heart, and practical advice that meets you exactly where you are. In this episode, we discuss:

• Emma's money story and early financial literacy
• The spark that led to a career in financial planning at such a young age
• Why she is an old soul that just loves working with retirees
• Modern day Continuing-Care Retirement Communities

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: 3rd Decade

🌐 Focus Partners Wealth

 

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first in the FIRE (Financial Independence, Retire Early) space and focuses on the personal finance needs of anyone who is thinking about retirement or early retirement. He joins us for a deeply human masterclass on retiring, drawing down without drama, and pursuing hard goals the slow, sane way. In this episode, Darrow shares with us:

• The origins of his blog 'Can I Retire Yet?'
• How a nervous breakdown derailed his career
• His six-year, section-by-section completion of the Colorado Trail on forearm crutches
• The inspiration behind his new book 'Two Sticks One Path'

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charities:

National Alliance on Mental Illness

The Colorado Trail

 

🌐 Can I Retire Yet?

🌐Trail Memoir

📗 Two Sticks, One Path

📘 Can I Retire Yet?

📕 Retiring Sooner

Critique circle (Online Writing Workshop)

Lessons Learned from Writing a Book

Pralana- Personal Financial Modeling

 

⏰ ‘Catching Up to FI’ Episodes

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

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

 

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

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

 

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (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.)

 

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

 

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

In this crossover episode, Jackie joins the 'Wicked Pissah Podcast’, brought to you by the Financial Planning Association (FPA) of New England. She trades in the Sunday sweatshirt for her CFP® blazer but still stays true to openly sharing her fascinating money story and spreading financial literacy. They discuss:

• The story behind her $2-bill savings habit
• The divorce-day gut punch that pushed her from $20k to FI
• Why she is so passionate about the 'Catching Up to FI’ platform and late starters
• How she demystifies FIRE for financial professionals 
• How she tackled the big skeptic questions about retiring early

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Ruth Henderson is the creator of ‘The Happy Saver,’ a beloved New Zealand blog and podcast that brings personal finance down to earth. She transitioned from part-time work to full-time content creation, sharing her journey toward early retirement with honesty, humor, and heart. In this episode we swap notes with her on the financial independence journey of Americans vs. Kiwis (New Zealanders). She also shares with us:

• Her late starter journey to FI
• What inspired her to create 'The Happy Saver' to help everyday Kiwis reach FI
• A breakdown of New Zealand's surprisingly simple ecosystem including universal healthcare and pension
• How KiwiSaver operates similarly to US employer-sponsored retirement plans

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

 

🌐The Happy Saver 

The Happy Saver Podcast

Rebel Finance School

Sorted

Sorted Smart Investor 

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at “Authors Who Lead,” a platform dedicated to empowering authors to share their stories. He turns our conversation with him into a courage clinic for would-be storytellers, late starters, and anyone who suspects their "zone of genius" is dying to be unleashed. He gives us the reframe that authorship isn't about words so much as the message beneath them. 

 

===    PLUTUS AWARDS: ONLY ONE WEEK LEFT TO VOTE   ===

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

 

✅ 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. 

 

✅ 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)

 

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: Grey Bears

🌐Authors Who Lead

Authors Who Lead podcast

📗 The Art of Apprenticeship: How to Hack Your Way into Any Industry, Land a Kick-Ass Mentor, and Make A Killing Doing What You Love

Born to Write, Scared to Start: A secret podcast for the ones who whisper, “I think I’m supposed to write a book.” 

Why I Coached My Son to Drop Out of University and Maybe You Should, Too

 TEDx Talk: What makes a good teacher great?

EconoMe Conference Talk

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

 

⚠️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.

J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real numbers and how he sprinted from a net worth of ~$120k (age 51) to $1.5M (age 57)—only to see it crash to ~$864k in early 2009. But that didn't derail their plans because he and his wife Bev still retired early and hit the road in their RV. You could say they reached FIRE (Financial Independence, Retire Early) before it was hot! In this episode they walk us through all the twists and turns, giving us the excruciating details that you rarely hear about, including:

1. J.C.'s brother-in-law bailing him out of credit-card debt by loaning him money
2. J.C.'s military service and using the GI Bill hack college
3. Ditching dead-end jobs for higher paying tech careers and eventually retiring from Apple
4. Weathering multiple divorces and proving that it doesn't have to ruin your finances
5. The unshakeable confidence in their human capital 
6. Plans to live out their later years in Mexico

 

===    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)

 

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course

 

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (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.)

 

 

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: 

🌐 J.C. and Bev's Trip Journal

Images of J.C.'s Spreadsheets and numbers

YNAB (You Need A Budget)

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.

In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starters and discuss:

• The huge gap that 'Catching Up to FI' is filling and what we mean by the 'silent majority'
• How shock, regret, and money-trauma can become fuel
• Unique advantages you may have when beginning your financial independence journey later in life
• Why micro-steps (Kaizen-style) beat grand gestures every time

 

===    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)

 

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

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

🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

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: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: 

🌐 'This Visible Voices' Podcast

Bill and Jackie's Episode on 'The Visible Voices' Podcast

📗 Micro Skills

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️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.