Catching Up to FI

In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding nature of sharing knowledge through educating and mentoring.

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The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley and William D. Danko

EconoMe

Live It Up Without Outliving Your Money!: Getting the Most From Your Investments in Retirement by Paul Merriman

The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich, Free Life by JL Collins

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

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.

In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values.

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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.

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"Your Neighbors Are Retiring in Their 30s. Why Can't You?" NYT Article

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

EconoMe

F.I.R.E for Dummies by Jackie Cummings Koski

But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez

Early Retirement Extreme by Jacob Lund Fisker

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.

Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2!

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

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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.

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

403bwise

Deferred Compensation Plans

CalPERS (California Public Employees' Retirement System)

CalSTRS (California State Teachers' Retirement System)

Mark Trautman

Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker

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.

He's here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete's most impactful articles (listed below), highlighting alternative health insurance options and discussing socially responsible investing. Pete also chats candidly about life post-divorce, the temptations of consumerist culture, and the potential of car-free communities.

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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.

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

Mr. Money Mustache

The Simple Path to Wealth by JL Collins

1500 Days to Freedom

The Shockingly Simple Math Behind Early Retirement

Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker

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

Two Years Without Health Insurance (and What I'm Doing Now)

Target-Date Retirement Funds

Get Smart With Money

How to Go from Middle-Class to Kickass

Culdesac

Waymo

Purpose, Identity, & Connection | Jordan Grumet | 022

Socially Responsible Investing: Is It Also More Profitable?

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

Outlive: The Science and Art of Longevity by Peter Attia

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.

In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also outlines ways individuals can contribute to fostering a financially literate future generation.

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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.

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

Financial Literacy Project

Money Letters 2 My Daughter by Jackie Cummings Koski

F.I.R.E. for Dummies by Jackie Cummings Koski

Next Gen Personal Finance

Yanely Espinal

EconoMe

FinCon

Bogleheads Conference

NGPF Arcade

Next Gen YouTube Channel

10 Money Milestones

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.

Although you've probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way.

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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.

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

1500 Days to Freedom

Bigger Pockets Money Podcast

Mile High FI

Mindy (and Carl) On Money

The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas

EconoMe

Mr. Money Mustache

4% Rule

fatFIRE

Real Estate Rookie Podcast

Mindy and Carl on Ramit Sethi's "I Will Teach You To Be Rich" Podcast

Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins

Mindy on Money Scholarship

[email protected]

[email protected]

[email protected]

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.

In Part 2 of Bill and Jackie's conversation with JL Collins, the three explore his latest book "Pathfinders" and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of starting early in investments, the pivotal moments which define one's financial path, and the universal applicability of Collins' financial principles across different life situations. Sharing touching and motivational stories from "Pathfinders", they emphasize the book's role as a beacon for those striving for financial independence, regardless of their starting point.

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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.

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

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007

Sapiens: A Brief History of Humankind by Yuval Noah Harari

Pathfinders

"Money is more open-minded than language, state laws, cultural codes, religious beliefs and social habits. Money is the only trust system created by humans that can bridge almost any cultural gap, and that does not discriminate on the basis of religion, gender, race, age or sexual orientation." -Yuval Noah Harari

JL Collins on Roman Koshovskyi's Podcast

4% Rule

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.

Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds navigating the journey toward financial freedom. Bill and official new co-host, Jackie Koski, chat with JL about the transformative power of simple yet strategic financial decisions, the significance of community, and the universal applicability of the principles of financial independence. Prepare to be inspired by tales of resilience, adaptability, and the pursuit of a life rich not just in wealth, but in fulfillment and joy. Stay tuned for part 2!

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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.

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

The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life by JL Collins

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

FU Money Part 1 | JL Collins | 023

Mr. Money Mustache

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.

Mark Ross is a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for a fee, for free, and just for himself. Through his personal story, he highlights the importance of a growth mindset, staying curious, and building relationships.

This episode also marks a bittersweet moment as Becky says her final goodbye as co-host, but we will see her around the community. Thank you for everything, Becky!

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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.

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

Next Thing Coaching

Rock Retirement Club

The Real Life Process

Career Pivot

Don't Retire, Rewire!: 5 Steps to Fulfilling That Fuels Your Passion, Suits Your Personality, and Fills Your Pocket by Jeri Sedlar and Rick Miners

48 Days to the Work You Love by Dan Miller

Mindset: The New Psychology of Success by Carol S. Dweck

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

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.

Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the "Bank of Carol," to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They discuss the importance of saving, investing, and making prudent life choices, all set against the backdrop of their unique military lifestyle. Moreover, they discuss the profound impact of teaching financial literacy from a young age. Whether you're a late starter to financial independence or seeking to pave a smoother path for the next generation, this episode is packed with wisdom, humor, and inspiring stories to guide you on your journey to FI.

🔗 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.

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

Look for their books at your local library in order to "try before you buy."

militaryfinancialindependence.com

The Military Guide to Financial Independence and Retirement by Doug Nordman

Raising Your Money-Savvy Family for Next Generation Financial Independence by Doug Nordman and Carol Pittner

Redeployment Wealth Strategies

Mr. Money Mustache

4% Rule

The First National Bank of Dad by David Owen

If You Made a Million by David M. Schwartz

Quicken

SoFi

Ally

Paula Pant

FamZoo

Thrift Savings Plan

Your Kid 401(k) Plan

Top Gun Finance | Stephen Heptig | 031

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

Doug's recommendations for military-friendly charities:

- Fisher House Foundation: either the national foundation (with Brian Gawne, one of my college classmates and a military retiree) or your local Fisher House at a hospital.

- Local chapters of the Wounded Warrior Program and their services for your local military veterans.

Their favorite surfing beaches:

- White Plains Beach at Kalaeloa near Kapolei (Oahu)

- Pua 'Ena Point at Haleiwa Beach Park (north side) on Oahu

...but Mission Bay and South Ponto Beach in San Diego are also pretty good, as well as Shifting Sands Beach Club at Dam Neck in Virginia Beach.

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.