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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.
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===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.
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:
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🌐 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
📈 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:
🌐 Visit Catching Up to FI website
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📩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.
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.
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:
🌐 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.
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.
🌐 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.
🌐 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
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.
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