In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate life before he had 'FU money,' and how Kiersten's Valentine's Day resignation collided with the pandemic. They also talk to us about: 

• Their 15-year 'Cashing Out' career sprint
• The power of 'Money on the Table' (think Anthony Bourdain meets FIRE)
• The joy of raising an eight-year-old who calls 78-year-olds his besties
• A reminder that aiming for the heart—rather than the wallet—can turn any late start into a blockbuster finale 

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

🎓 Student Loan Planner: Get a custom student loan plan from our 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 

 

📈 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

 

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

Charity- Umi Feeds

🌐rich & REGULAR Blog

📗Cashing Out: Win the Wealth Game by Walking Away

rich & REGULAR YouTube 

rich & REGULAR YouTube Episode 199: The late starters guide to investing after 40

rich & REGULAR: Taste the Impact | The Money Behind Every Meal

Julien's talk at EconoMe Conference 

MarketWatch FIRE Starters video profiling rich & REGULAR

Invest for Better

 

⏰ ‘Catching Up to FI’ Episodes referenced

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

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

 

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.

Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.’ What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include:

• The Tortoise and the Hare: A Race to Financial Independence
• The Odd Duckling: Finding the Like-Minded
• Jack and the Beanstalk: Magic Cards that Sprout Growing Debt
• The Boy Who Cried Wealth: A Lesson in Stealth Wealth
• The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage
• Chicken Little: The Market is Falling
• A Spending Carol: The Spirits of Spending Past, Present and Future
• Oh, The Places You’ll Go: The Things that You’ll Do, with FI Community standing by You

 

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

🎓 Student Loan Planner: Get a custom student loan plan from our 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 

 

📈 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

 

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

🌐Once Upon a FI

📗Once Upon a FI

Charity- Freedom for FIDO

📕The Simple Path to Wealth

📘Your Money or Your Life

Go Curry Cracker

Mr. Money Mustache

JL Collins

The Retirement Manifesto

1500 Days to Freedom

Afford Anything

CampFI

 

⏰ ‘Catching Up to FI’ Episodes

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

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

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

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

Scamalot! | Paula Pant | 066

Stories, Hacks, & Tribes | Brad Barrett | 021

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.

Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated through her own healing journey. Now as a life coach with expertise in holistic modalities and various other disciplines, she helps others using a warm, compassionate, and non-judgmental approach. 

***Trigger Warning: This episode includes discussions of mental health issues such as PTSD and suicide. These topics may be difficult for some listeners. If you need support, please consider reaching out to a trusted friend, professional, or crisis resource. Take care of yourself and listen at your own pace.  

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🎙️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===

🎓 Student Loan Planner: Get a custom student loan plan from our 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 

 

📈 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

 

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

🌐Tasch's Transformational Teachings

Charity: Kids with Cancer Foundation (Australia)

Real Talk Finance (Amy Coroso)

The Happy Saver (New Zealand)

EconoMe Conference

FI Freedom Retreat

 

⏰ ‘Catching Up to FI’ Episodes

The Father of Financial Life Planning (Part 1) | George Kinder | 140

The Three Kinder Questions (Part 2) | George Kinder | 141 

Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018

Thunder Down Under | Late Starter Fire | 004

 

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.

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares:

• The messy, shame-to-FI journey that inspired Catching Up to FI
• His three-step "Pause-Plan-Pivot" playbook
• His trademark mix of candor, nerdy humor, and high-five optimism

 

🌐 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===

🎓 Student Loan Planner: Get a custom student loan plan from our 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 

 

📈 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

 

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

🌐 Personal Finance For Long-Term Investors with Jesse Cramer

 

⏰ ‘Catching Up to FI’ Episodes

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

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

F-You Money Part 1 | JL Collins | 023

F-You Money Part 2 | JL Collins | 024

 

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.

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you:

• The real meaning behind the Kinder Questions
• A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions
• The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution)
• The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization
• 'The Freedom Song' — written and performed by George Kinder & his daughter London Kinder 

Be sure to go back and listen to last week's episode 140 to catch the first part of our conversation with George Kinder.

 

🌐 Visit Catching Up to FI website 

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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===

🎓 Student Loan Planner 

Get a custom student loan plan from our 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.)

🌐George Kinder website

Freedom Song || London and George Kinder

Kinder Institute of Life Planning Youtube

The Three Questions presented by George Kinder

Fiduciary In All Things (FIAT)

A Golden Civilization

Find a Life Planner

Do your own life plan

NAPFA (National Association of Personal Financial Advisors)

📗 The Three Domains of Freedom 

📕 A Golden Civilization and The Map of Mindfulness

📚 The Seven Stages of Money Maturity

📗 Life Planning for You: How to Design & Deliver the Life of Your Dreams

📕Lighting the Torch

 

⏰ ‘Catching Up to FI’ Episodes

The Father of Financial Life Planning (Part 1) | George Kinder | 140

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

 

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 part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss:

• The essence of financial maturity
• The profound practice of living in the present moment to achieve true freedom
• The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning
• Tips to embark on your own hero's journey towards financial and personal fulfillment

 

🌐 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===

MyBudgetCoach A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup

Boston Institute of Finance CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: 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.)

🌐George Kinder website

 

Kinder Institute of Life Planning Youtube

 

The Three Questions presented by George Kinder

 

Freedom Song || London and George Kinder

 

Fiduciary In All Things (FIAT)

 

A Golden Civilization

 

Find a Life Planner

 

Do your own life plan

 

NAPFA (National Association of Personal Financial Advisors)

 

📗 The Three Domains of Freedom 

 

📕 A Golden Civilization and The Map of Mindfulness

 

📚 The Seven Stages of Money Maturity

 

📗 Life Planning for You: How to Design & Deliver the Life of Your Dreams

 

📕Lighting the Torch

 

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.

Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will learn:

• How Janine transitioned from a lucrative career in big tech to impact investing
• The importance of aligning financial goals with social values
• How to integrate ethical considerations into your investment portfolio
• Practical steps you can take to manage your finances ethically and effectively

 

🌐 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===

MyBudgetCoach A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup

Boston Institute of Finance CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: 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.)

🌐Invest For Better

Free membership in Invest for Better

Circle experience for Black women

📗Book: Activate Your Money

Activate Your Money

Janine's Talk at EconoMe 2025

As Your Sow | Invest your values

BetterInvesting.org | Educating individual investors and investment clubs

Mighty Deposits | Find banking that matches your values

Circle experience for Black women

📗Book: Your Money or Your Life

📗Book: The Beardstown Ladies' Common-Sense Investment Guide

Lynn Frair EconoMe Talk

 

 

⏰ ‘Catching Up to FI’ Episodes

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

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

Money for the Rest of Us | David Stein | 041

The pURPOSE Code | Jordan Grumet | 115

Purpose, Identity, & Connection | Jordan Grumet | 022

 

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 episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still stay on track.

 

🔗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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS===

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

 

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

The Earn & Invest Podcast

Scott Trench- Bigger Pockets

Book- F.I.R.E. For Dummies

FI Freedom Retreats

 

⏰ ‘Catching Up to FI’ Episodes

Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135

International Educator, Bali FIRE | Amy Minkley | 137

The pURPOSE Code | Jordan Grumet | 115

Purpose, Identity, & Connection | Jordan Grumet | 022

“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124

SpongeBob and Drawdown Strategies | Frank Vasquez | 044

 

 

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.

Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet affordable lifestyle, spending only $30k a year. She details her frugal upbringing, early teaching career in Japan, and subsequent well-paid international teaching positions that allowed her to save aggressively. The episode also highlights Amy's contributions to the local Balinese community through the FI Freedom Retreats, aimed at educating and bringing together the FI community in Asia.

 

🌐 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS===

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

 

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

🌐Website- FI Freedom Retreats

Facebook

Instagram

Amy’s CampFI Talk

Charity: PKP Women’s Centre

EconoMe Conference

FI Friends Travel

CampFI

📗Book: Your Money or Your Life (Vicki Robin & Joe Dominguez)

IRS Foreign Tax Credit

 

⏰ ‘Catching Up to FI’ Episodes

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

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

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

Stories, Hacks, & Tribes | Brad Barrett | 021

Leaning Out: Cracking the Burnout Code | Dawn Baker | 119

Weathering Financial Storms | Kristen Knapp | 114

Twin Wins with the Baughier Brothers: CampFI, EAGLE Cohousing, and Fiology | David & Stephen Baughier | 089

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're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.

 

🔗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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS===

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

 

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

FPA NexGen Leadership

CASHFLOW Game

George Kinder / Life Planning

ChooseFI

📗 Choose FI: Your Blueprint to Financial Independence

Chris Mamula

EconoMe Conference

Personal Finance Club

 

⏰ ‘Catching Up to FI’ Episodes

George Kinder (coming in May)

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

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

Stories, Hacks, & Tribes | Brad Barrett | 021 

Find Your Camino | Diania Merriam | 029 

 

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.