Catching Up to FI

Catching Up to FI

By Bill Yount & Jackie Cummings KoskiBusinessInvesting
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Catching Up to FI episodes

  • 🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146

    We just hit 1 Million Podcast Downloads... that puts us in the top 1% of podcasts world wide!!! And we have you to thank 💞 This is a special message from Bill and Jackie to everyone that helped the podcast grow to this level. We are so grateful for the support and looking forward to the next million downloads with our regular Sunday episodes and occasional pop-up episodes on Wednesdays.

    🌐 Visit Catching Up to FI website

    🔗Connect with us

    📩Sign up for our newsletter

    ☕ 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===

    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.

    8 min
  • Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145

    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

    📩 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===

    🎓 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.

    1 hr 14 min
  • Once Upon a FI | Paul & Amanda Mollenkopf | 144

    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

    🌐 Visit Catching Up to FI website

    🔗Connect with us

    📩Sign up for the newsletter

    ☕ 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.)

    🌐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.

    1 hr
  • Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143

    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.

    🌐 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.)

    🌐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.

    59 min
  • Smart Money Moves After 50 | Bill Yount | 142

    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.

    1 hr 2 min
  • The Three Kinder Questions (Part 2) | George Kinder | 141
    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

    🔗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

    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.

    54 min
  • The Father of Financial Life Planning (Part 1) | George Kinder | 140
    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.

    1 hr 4 min
  • Vote Your Money: Values Aligned Investing | Janine Firpo | 139
    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.

    1 hr 14 min
  • Catching Up to FI in Uncertain Times | Bill & Jackie | 138

    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.

    59 min
  • International Educator, Bali FIRE | Amy Minkley | 137

    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.

    55 min

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