Catching Up to FI

Catching Up to FI episodes:

• 05.05.2024

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

  He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of...

  
• 04.28.2024

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

  In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple...

  
• 04.21.2024

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

  Meet Mindy and Carl Jensen! Although you’ve probably heard of this powerful pair, Mindy and Carl hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing,...

  
• 04.14.2024

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

  In Part 2 of Bill and Jackie’s conversation with JL Collins, the three explore his latest book “Pathfinders” and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of...

  
• 04.07.2024

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

  Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds...

  
• 03.31.2024

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

  Meet Mark Ross, a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for...

  
• 03.24.2024

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

  Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and...

  
• 03.17.2024

  Scamalot! | Paula Pant | 066

  Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into...

  
• 03.10.2024

  Dumpster FIRE and the FIRE Brigade | Lauren Beltz | 065

  Lauren Beltz is an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. The three discuss topics such as the role of contentment in personal finance, necessity of an emergency fund...

  
• 03.07.2024

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

  To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusses his transition to retirement and Briana sheds light on how she's preparing...

  
• 03.03.2024

  Retirement Planning Tips | Andy Panko | 063

  Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and...

  
• 02.29.2024

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

  Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who started as a mastermind and now enjoy doing life together. This week we meet Bob and Sharon, a...

  
• 02.25.2024

  Unpacking Retirement Planning Strategies | Kevin Lyles | 061

  Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice...

  
• 02.18.2024

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

  This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she’s stepping down from the podcast next month in order to pursue other aspirations during her go-go years of...

  
• 02.11.2024

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

  Dr. Bobby Dubois is a Harvard graduate and physician-scientist who joins Catching Up to FI to talk about the six components of functional health: exercise, sleep, nutrition, mind-body work, exposure to hot and cold, and social relationships. Dr. Dubois takes...

  
• 02.04.2024

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

  Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing attention to ones that deal specifically with insurance. From auto to property, and term life to travel...

  
• 01.28.2024

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

  Shannah Game is a certified financial planner, prolific entrepreneur, author of the Money Mindset Journal, engaging speaker, and the host of Everyone's Talkin' Money podcast. Shannah, Bill, and Becky dig deep into the subject of money traumas, exploring their...

  
• 01.21.2024

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

  Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique perspective on the simplicity of financial success, underscored by his simple rules - 'live below your means' and 'invest early...

  
• 01.14.2024

  Money Zen | Manisha Thakor | 055

  We are honored to have Manisha Thakor, author of "Money Zen," as our guest. Manisha shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve...

  
• 01.07.2024

  Social Security Made Simple | Mike Piper | 054

  Mike Piper, author of the book, "Social Security Made Simple," helps Bill and Becky navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying...

  
• 12.31.2023

  Imagineer Your Ikigai | Matt Richter | 053

  Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, managing windfalls, how to live in stealth wealth, and following your Ikigai.  Matt loves spending time...

  
• 12.24.2023

  Bigger Pockets Money | Mindy Jensen & Scott Trench | 052

   Happy Holidays from the Catching Up to FI team! Please enjoy this episode where Bill and Becky share their financial stories with Mindy Jensen and Scott Trench of Bigger Pockets Money, their most listened to episode!

  
• 12.17.2023

  Go Go Giving | Bill Yount & Becky Heptig | 051

  Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even counterintuitive, if you're a late starter, but there are other ways to give beyond cash; you...

  
• 12.10.2023

  International Living | Jeff Opdyke | 050

  Bill and returning guest co-host, Jackie, sit down with Jeff Opdyke to talk about raising financially savvy children as well as the pros and cons of living internationally.  Jeff was born and raised in South Louisiana but grew up traveling...

  
• 12.03.2023

  Single Player FI | Jennifer Mah | 049

  Jennifer Mah is an FI enthusiast, and you can find her wit and wisdom all over many FI social media channels. She is an administrator of the Afford Anything Facebook Group and is active in the Choose FI Community locally...

  
• 11.26.2023

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

  Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is an award-winning journalist with 20 years of experience writing about personal finance. Her work...

  
• 11.19.2023

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

  Diana Falck is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. She is also on the staff of Catching Up to FI as our Facebook group administrator and social media maven. ...

  
• 11.12.2023

  Live from Bali! | Stacking Benjamins | 046

  Today's episode is a live recording from the FI Freedom Retreat that took place in Bali, Indonesia in October 2023. Amy Minkley organized this awesome event and there were around 45 people in attendance from all over the globe. Becky...

  
• 11.05.2023

  Year End Tax Planning | Sean Mullaney | 045

  We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back...

  
• 10.29.2023

  SpongeBob and Drawdown Strategies | Frank Vasquez | 044

  Frank Vasquez is a mostly retired lawyer with over 30 years' experience in investing for his own accounts. He holds degrees in Economics and Engineering from the California Institute of Technology and a law degree from Georgetown University. He is...

  
• 10.22.2023

  Retire Often | Jillian Johnsrud | 043

  Jillian Johnsrud is the author of "Fire the Haters: Finding Courage to Create Online In a Critical World," a blogger at montanamoneyadventures.com, a podcaster at Everyday Courage and Retire Often, and a Life Coach. When Jillian and her husband married,...

  
• 10.15.2023

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

  On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Finance Daily, and Jordan Grumet of Earn & Invest. The hosts discuss the...

  
• 10.08.2023

  Money for the Rest of Us | David Stein | 041

  David Stein is the host of the personal finance podcast Money for the Rest of Us. The show has over 20M downloads and reaches more than 40,000 listeners per episode. Prior to launching his podcast, David advised and managed assets...

  
• 10.01.2023

  How to Think About Money | Jonathan Clements | 040

  Jonathan Clements is the founder and editor of the personal finance website HumbleDollar and author of nine personal finance books. Earlier in his career, Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal finance...

  
• 09.24.2023

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

  We welcome back Mark Trautman of Mark’s Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A; panel from CampFI, and On...

  
• 09.21.2023

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

  For our last installment of On the Road with Catching Up to FI, Becky and co-host Mark chat with Stacey, a (p)retired fellow traveler and member of the Rock Retirement Club. Stacey graciously opens up about the challenges of moving,...

  
• 09.17.2023

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

  Caroline Ceniza-Levine is one half of Costa Rica Fire.  She and her husband, Scott (the other half), both grew up in New York City and have been married for 29 years.  In their 20s and 30s, financial independence and early...

  
• 09.14.2023

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

  We take the show on the road again.  Becky and Mark Trautman, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's Rock Retirement Club.  These episodes were recorded in front of a live audience.  They...

  
• 09.10.2023

  Music Money Man | Cody Garrett | 035

  Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial.  He is a prolific contributor to the financial independence movement.  Among other things, we talk to...

  
• 09.07.2023

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

  In this episode of On the Road with Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree, Mike.  They are all on an Alaskan Cruise with the Rock Retirement Club,...

  
• 09.03.2023

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

  Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for...

  
• 08.31.2023

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

  Becky and guest co-host, Mark Trautman, talk to Tony about his journey to FI and retirement while on a cruise to Alaska.  This is part of a new series called On the Road with Catching Up to FI.

  
• 08.27.2023

  Top Gun Finance | Stephen Heptig | 031

  Bill & Becky chat with our first surprise mystery guest!  Check it out!

  
• 08.24.2023

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

  Bill & Becky chat about the conference Podcast Movement and our show live from the FinCon Booth.

  
• 08.20.2023

  Find Your Camino | Diania Merriam | 029

  Diania Merriam is the founder of The EconoMe Conference, a party about money designed for the FI/FIRE Movement.  She is also the host of the popular podcast, Optimal Finance Daily, where she narrates articles from the best personal finance blogs...

  
• 08.13.2023

  Camp FI Rocky Mountain | Panel | 028

  CampFI Rocky Mountain live recording Week 1 of a Panel Discussion answering questions from the attendees.  On the Panel are the Moderator, our own Becky Heptig, Mark Trautman, a guest on Episode 12 and a guest host on Episode 27,...

  
• 08.06.2023

  Climb Every Mountain | Roger Whitney | 027

  Becky and guest co-host, Mark Trautman, chat with The Retirement Answer Man, Roger Whitney.  They are all on vacation with a group from the Rock Retirement Club.  Bill is back at the ranch working his day job and editing podcasts...

  
• 07.30.2023

  Strippin’ & Tippin’ | Barbara Sloan | 026

  Barbara Sloan founded the Tipped Finance Platform and is the author of "Tipped: The life-changing guide to financial freedom for waitresses, bartenders, strippers, and other service industry professionals".  Her life story is incredible and inspirational.  She once lived in her...

  
• 07.23.2023

  Retiring Before Mom & Dad | Rob Berger | 025

  Rob Berger wears many hats, he is a deputy editor at Forbes, an investor, lawyer, personal finance blogger, and YouTuber.  He founded the popular website Doughroller.net.  We discuss his book "Retire Before Mom & Dad: The Simple Numbers Behind a...

  
• 07.16.2023

  FU Money Part 2 | JL Collins | 024

  Bill & Becky continue their chat with THE JL Collins, author of THE Simple Path to Wealth and the acclaimed "Godfather of FI".  We began the last episode with JL Collins playing John Goodman in the "Why you need FU...