Catching Up to FI

Former award-winning teacher turned educator on financial literacy and relationships, Brian Page discusses the concept of 'Modern Husbands' and the importance of viewing marriage as a partnership. Learn about his innovative Marriage Toolkit, designed with insights from over 30 experts, and discover practical tips on managing money, home, careers, and family life in the 21st century. From navigating second marriages to conducting effective money dates, this episode is packed with valuable advice for couples looking to achieve financial harmony and a thriving relationship.

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Modern Husbands Marriage Toolkit: 60+ lessons with evidence-based ideas from 40+ of the nation's leading experts in managing money and the home as a team. Use this link to get the toolkit for just $299 ($100 off).

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Modern Husbands Website

Modern Husbands Podcast

Modern Husbands Marriage Toolkit

🕒 Time stamps:

00:00 Introduction to Modern Husbands

00:30 The Money Date Lottery Ticket

01:08 The Marriage Toolkit

02:07 Welcome to Catching Up to FI

02:30 Introducing Brian Page

02:40 Brian's Career Shift

03:32 Brian's Accolades and Personal Life

04:31 Defining the Modern Husband

05:09 Supporting Ambitious Partners

06:27 Brian's Career Transition

08:05 Personal Finance and Relationships

10:14 Brian's Upbringing and Money Memories

14:58 Early Retirement and Frugality

18:52 Becoming a Personal Finance Teacher

19:37 Financial Independence Journey

21:27 Challenges of Modern Husbands

23:01 Higher Divorce Rates in Female Breadwinner Households

27:37 John Gottman and Relationship Dynamics

28:11 Commingling Finances in Marriages

30:57 Financial Translucency: Yours, Mine, and Ours

32:43 Navigating Finances in Second Marriages

33:55 Introducing the Marriage Toolkit

44:16 The Importance of Money Dates

51:34 Engaging Your Partner in Financial Conversations

57:17 Conclusion and Toolkit Access

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.

Join hosts Bill and Jackie as they delve into a profound conversation with Vicki Robin, co-author of 'Your Money or Your Life.' Vicki discusses the concept of 'enoughness' as a spiritual practice and the fulfillment curve, offering insights into how recognizing enough can lead to a more satisfying life. The dialogue covers financial independence, the impact of societal norms, aging, and the emotional aspects of letting go. Explore Vicki's unique perspective on how living simply and investing in community can transform our lives and the world around us. This episode is a rich tapestry of wisdom for anyone seeking a deeper understanding of life's true value.

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Abundo Wealth: Advice-Only Financial Planning for Everyone

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

Nectarine: Advice-Only 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.)

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Website Your Money or Your Life Order Book- Your Money or Your Life Coming of Age Substack YouTube- What Could Possibly Go Right 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.

Join Bill and Jackie in an engaging conversation with Vicki Robin, co-author of the best-selling book 'Your Money or Your Life'. Vicki shares her insightful philosophy on financial independence, community resilience, and the power of frugality. She discusses her journey from active community building to aging with purpose on Whidbey Island, and how she has woven herself into the fabric of her local community. This episode delves into the thought-provoking aspects of spending life energy wisely, the importance of supportive communities, and the meaningful transition of knowledge and responsibility to younger generations. Tune in to learn how Vicki has managed to align her values with her financial and personal investments and gain inspiration from her lifelong exploration of living a fulfilled life.

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Nectarine: Advice-Only 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.)

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Website Your Money or Your Life Order Book- Your Money or Your Life Coming of Age Substack YouTube- What Could Possibly Go Right

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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Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housing and career advice, their innovative 'POT Score' (Pay Over Tuition) method for evaluating education costs, and how they handle investments to maintain their FI lifestyle—despite new challenges like parenting. Discover their interesting perspectives on scarcity vs. abundance mindset, and how the FIRE approach has impacted their personal lives, relationships, and travel adventures. This episode is packed with financial wisdom and real-life experiences that will inspire late starters and aspiring FI enthusiasts alike.

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Abundo Wealth: Advice-Only Financial Planning for Everyone

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

Millennial-Revolution

Quit Like A Millionaire

Little Miss Evil

CBC News Segment

🕒 Time stamps:

00:00 The Unexpected Path to Financial Independence

00:24 Challenging Traditional Financial Advice

02:20 Introduction to the Guests: Christy Shen and Bryce Leung

04:53 Parenting and Financial Independence

05:52 Financial Strategies for Raising a Child

07:19 The Importance of Geographic Arbitrage

09:42 The Pay Over Tuition (POT) Score Explained

12:14 Balancing Financial Independence with Family Priorities

17:36 The Impact of FIRE on Personal Relationships

19:08 Scarcity Mindset as a Superpower

25:52 Overcoming the Fear of Investing

28:15 Investment Strategies for Canadians

34:07 Mitigating Sequence of Return Risk

36:32 Navigating Early Retirement Challenges

38:50 Understanding Yield Shield Components

45:57 Philosophy on Housing and FIRE

50:46 The Rule of 150 for Housing Costs

56:09 Adapting and Overcoming Challenges

01:00:19 Diversity in Books and Personal Finance

01:03:14 Final Thoughts and Reflections

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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Meet Nadia and Nicole, the Wealth Twins! Raised by a single mother in New York City's toughest projects, these twin sisters overcame obstacles to graduate from Columbia University, work on Wall Street, and ultimately achieve early retirement. In this episode, they recount experiences from 9/11 and the 2008 financial crisis, discuss multifamily real estate and dividend investing strategies, and offer practical tips for late financial starters. Learn how they built the Wealth Twins platform to share their knowledge and drive towards financial independence.

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team. Real Talk Finance: Create a solid foundation and take control of your future Resources mentioned on the show:

🌐 Wealth Twins

YouTube

ⓕ Facebook

Instagram

FinLitUniversity

Broke to Financially Independent Retire Early in Less Than 10 years

What To Do When You Are Investing For Retirement Later In Life

Top 5 ETFs to Buy for High Dividends and Passive Income

What is Dividend Investing and How to Start (3 Easy Strategies)

How to Invest – 7 Mistakes Beginner Investors Make

A Guided Meditation for When the Stock Market Is Dropping

Time stamps:

00:00 Defying Expectations: From Guidance Counselor Doubts to Ivy League Success

00:40 Avoiding Financial Scams: Tips for Beginners

02:29 Introduction to Catching Up to FI: Meet the Hosts and Guests

03:24 The Wealth Twins: From Humble Beginnings to Financial Independence

05:39 Discovering Twin Identity: The Twins Festival Experience

09:17 Money Management: Different Approaches to Saving and Spending

12:40 The Influence of a Single Mom: Education and Financial Lessons

18:14 Navigating Tragedy: 9/11 and the Financial Crisis

31:50 Building Passive Income: Real Estate, Dividends, and Entrepreneurship

36:36 Budgeting for Business and Personal Finances

37:03 Investing Together: Sharing Knowledge and Strategies

37:57 Real Estate and Business Management Insights

40:07 Principles of Financial Independence

41:45 The Wealth Twins: Origin and Mission

46:17 Dividend Investing Explained

56:25 Common Investing Mistakes to Avoid

01:11:21 Final Tips and Encouragement for Late Starters

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on target date funds. Tune in to learn and laugh with Joe, Bill, and Jackie.

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Thank you to our sponsors:

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team.

Real Talk Finance: Create a solid foundation and take control of your future

DeleteMe: Your personal data is yours again

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

👕 Stacking Benjamins T-shirts!: HTTP://stackingbenjamins.com/shirts

📕 STACKED: Your Super Serious Guide to Modern Money Management 👉🏻 https://amzn.to/3YlJAXB

🌐 Stacking Benjamins

Benefits Guide

ChooseFI

EconoMe

Frank Vasquez

The Shockingly Simple Math Behind Early Retirement

CampFI

The Simple Path to Wealth by JL Collins

Of Dollars and Data

Paul Merriman

Efficient Frontier

Dr. Harry Markowitz

The Retirement Answer Man

Rule of 72

Timestamps:

00:00 Living Two Lies: The Money Myth 00:29 The Fear of Making Mistakes 02:03 Welcome to Catching Up to FI 03:35 Introducing Joe Saul-Sehy 04:49 Ohio vs. Michigan: A Friendly Rivalry 09:38 Board Games and Life Lessons 14:04 Joe's Late Starter Story 23:53 Financial Planning Mistakes 32:37 Trivia Time: Swiss Cheese Production 33:26 Cheese and Roadside Attractions Trivia 35:22 Explaining the Efficient Frontier 37:11 The Simple Path to Wealth vs. The Optimal Path 42:22 Modern Portfolio Theory and Efficient Frontier 49:41 Listener Questions: Alternative Paths to Wealth 58:16 Target Date Funds: Pros and Cons 01:05:12 What's Next for Stacking Benjamins? 01:09:33 Final Thoughts and Farewell

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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Bill and Jackie sit down with 'Jay,' an anonymous guest who shares his incredible journey from a military and police background to achieving financial independence by the age of 39. Jay discusses his experiences on the SWAT team and as an undercover detective, and the mental health challenges that came with his career. He also talks about his blog, Escaping Avalon, and provides a deep dive into mental health strategies, therapy, and self-care. Whether you're a late starter on the path to FI or someone looking to improve your mental well-being, Jay offers invaluable insights and resources that can benefit everyone. Don't miss this compelling and informative conversation.

🔗Connect with us

Buy CUtFI a coffee

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Thank you to our sponsors:

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team. Real Talk Finance: Create a solid foundation and take control of your future DeleteMe: Your personal data is yours again Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

Escaping Avalon

"Mental Health and FI" Talk

Mental Health Resource Guide

Mental Health Landing Page and PTSD Info

Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence--And How to Join Them by JL Collins

Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey

Mr. Money Mustache

Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Vicki Robin and Joe Dominguez

Sebastian Junger

Jillian Johnsrud

Diania Merriam

Outlive: The Science and Art of Longevity by Peter Attia and Bill Gifford

Andrew Huberman

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Meet David and Stephen Baughier, twin brothers and prominent figures in the Financial Independence community. David, a 20-year Navy veteran and founder of Fiology, and Stephen, creator of CampFI, share their financial journeys from early money lessons to becoming community leaders. David, Stephen, Bill, and Jackie discuss the impact of life events, such as divorce, on financial independence, and the importance of prenups, managing single parenthood, and balancing passion projects. Tune in for insights on creating supportive communities, innovative cohousing projects, and the significant role of mindset in achieving financial goals.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team. Real Talk Finance: Create a solid foundation and take control of your future DeleteMe: Your personal data is yours again Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 📗 The Fiology Workbook: Your Guide to Financial Independence

CampFI

EAGLE Cohousing

FIology

Forget About Money Podcast

Thrift Savings Plan

The Shockingly Simple Math Behind Early Retirement

ChooseFI

Blue Zones

The Cohousing Association of America

Jacob Lund Fisker

Can Prenups Really Save Your Marriage | Aaron Thomas | 081

00:00 Childhood Money Memories

00:37 The Impact of CampFI

02:17 Introduction to the Baughier Twins

03:39 David and Stephen's Financial Journeys

11:58 Military Service and Financial Lessons

16:59 Stephen's Path to Financial Independence

23:56 The Birth of CampFI

37:37 Life-Changing Impact of CampFI

38:45 What to Expect at CampFI

42:35 Breakout Sessions and Attendee-Led Discussions

45:39 Evolution of CampFI Topics

50:08 Introduction to Fiology

54:46 The Forget About Money Podcast

56:54 EAGLE: The Future of FI Cohousing

01:08:09 Single Player FI: Navigating Financial Independence Solo

01:16:19 Final Thoughts and Tips for Late Starters

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Today we dive deep into the stock market with special guest, Brian Feroldi. As a financial educator, YouTuber, and author of "Why Does the Stock Market Go Up?", Brian shares his wisdom on the long-term growth of the S&P 500, the significance of stock market indices, and the nuances of volatility and investment strategies. Bill, Jackie, and Brian discuss lump sum vs. dollar-cost averaging, dividends, and individual stock investing, while addressing common questions about tax implications and account types. Brian's passionate and detailed explanations offer invaluable insights for both new and seasoned investors. Don't miss the fascinating history of the 401k and why a solid understanding of the stock market is crucial for financial independence!

🔗Connect with us

Buy CUtFI a coffee

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Thank you to our sponsors:

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

Measure Twice Money: $100 OFF "Create Your Own Financial Plan" Comprehensive Video Course

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any "Personal Growth Track" course or package

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team.

Real Talk Finance: Create a solid foundation and take control of your future

DeleteMe: Your personal data is yours again

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

Find Brian on social media: YouTube

, X,

href="https://www.instagram.com/brianferoldi/">IG

Long-Term Mindset

Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't by Brian Feroldi

Money and the Mattress Podcast: Mastering Financial Independence with Diana Falck

EconoMe

The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham "In the short run, the market is a voting machine, but in the long run, it is a weighing machine."

The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074

The Rule of 72

BetterInvesting

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends. Learn about the transformative power of personal connections, the emotional impact of handwritten notes, and how this old school practice can bridge divides and change lives. Listen in to be moved by Amy's story and inspired to reach out with your own handwritten message.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

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

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only 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.)

🎙️SquadCast: The Cloud Recording Studio that Producers, Listeners, Guests, Creators, YouTubers Love & Trust

Boston Institute of Finance Personal Growth Track: Comprehensive & efficient CFP® level curriculum for those that don't need course credit, but want to gain useful knowledge for yourself.

Modern Husbands Marriage Toolkit: Empowers couples with evidence based ideas from 40+ of the nation's leading experts in managing money and the home as a team.

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

👉🏻 Dear Dana: That time I went crazy and wrote all 580 of my Facebook friends a handwritten letter by Amy Weinland Daughters

🌐 amydaughters.com

Doc G

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.