Catching Up to FI

We take the show on the road again. Becky and Mark Trautman, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's Rock Retirement Club. These episodes were recorded in front of a live audience. They are simply chats with people in their peri-retirement years.

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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

Resources mentioned on the show:

@catchinguptoFI

Rock Retirement Club

The Retirement Answer Man Show

Boomer Benefits

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.

Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial. He is a prolific contributor to the financial independence movement. Among other things, we talk to him about vetting a financial advisor in an often confusing financial services industry. Enjoy the show!

🔗 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

Resources mentioned on the show:

MeasureTwicePlanners.com

MeasureTwiceMoney.com

MeasureTwiceFinancial.com

Data Gathering Checklist

AdviceOnlyNetwork.com

FlatFeeAdvisors.org

Dave Ramsey

Mad Fientist

Bigger Pockets Money with Mindy Jensen and Scott Trench

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

Abundo Wealth

Nectarine

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 episode of On the Road with Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree, Mike. They are all on an Alaskan Cruise with the Rock Retirement Club, founded by a previous guest on the show, Roger Whitney, The Retirement Answer Man.

🔗 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

Resources mentioned on the show:

IRMAA (income-related monthly adjustment amount)

SSA-44

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.

Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk.

He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking.

Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others. Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFP® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and "dares us to be dull" and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer.

🔗 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

Resources mentioned on the show:

Wealth Logic - Dare to be Dull

How a Second Grader Beats Wall Street by Allan Roth

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel

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

Prospect Theory

Predictably Irrational by Dr. Dan Ariely

The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk by Taylor Larimore

The Simple Path to Wealth: Your road map to financial independence and a rich, free life by JL Collins

How to Think About Money by Jonathan Clements

The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein

The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by John C. Bogle

Common Sense on Mutual Funds by John C. Bogle

tipsladder.com

Fama and French's Three-Factor Model

Open Social Security: Free, open-sourced Social Security strategy calculator

The Long View Podcast Episode: I Embrace Dumb Beta with Allan Roth

Catching Up to FI Episodes 008 & 009: We're Talking Millions! With Paul Merriman

bogleheads.org

Morningstar

Yahoo Finance

Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis

2023 Bogleheads Conference

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.

Becky and guest co-host, Mark Trautman, talk to Tony about his journey to FI and retirement while on a cruise to Alaska. This is part of a new series called On the Road with Catching Up 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

Resources mentioned on the show:

Rock Retirement Club

The Retirement Answer Man Show

Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet

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

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.

Bill & Becky chat with our first surprise mystery guest! Check it out!

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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

Resources mentioned on the show:

TSP (Thrift Savings Plan)

Grit: The Power of Passion and Perseverance by Angela Duckworth

The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel

Dave Ramsey

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert Kiyosaki

Rich Dad's Cashflow Quadrant: Rich Dad's Guide to Financial Freedom by Robert Kiyosaki

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

I Will Teach You To Be Rich by Ramit Sethi

Audio from The Unshakeable Podcast with Tony Robbins: Part 1 and Part 2

Afford Anything with Paula Pant

YNAB (You Need a Budget)

Playing with FIRE Documentary

The Stacking Benjamins Show

Catching Up to FI Episode 022: Purpose, Identity, & Connection with Jordan Grumet

Jillian Johnsrud's Mini Retirements

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

ChooseFI 101

ChooseFI Podcast Essential Listening Guide

Dexa AI

The Kinetic Man

[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.

Bill & Becky chat about the conference Podcast Movement and our show live from the FinCon Booth.

🔗 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

Resources mentioned on the show:

FinCon

Podcast Movement

FI Tax Guy

Sean Mullaney's YouTube Channel

Stacking Benjamins

Afford Anything with Paula Pant

Lynn Frair: The 8 Forms of Capital

Bigger Pockets Money with Mindy Jensen and Scott Trench

Bite Your Tongue Podcast with Denise Gorant and Dr. Ellen Braaten

Hey, Boomer! Podcast with Wendy Green

[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.

Diania Merriam is the founder of The EconoMe Conference, a party about money designed for the FI/FIRE Movement. She is also the host of the popular podcast, Optimal Finance Daily, where she narrates articles from the best personal finance blogs on the planet (1M downloads per month).

Discovering the FIRE movement in 2015 led her to get out of $30k of debt in 11 months, save 60% of her income, take a 2-month sabbatical to walk 500 miles across northern Spain on the Camino de Santiago, and self-fund her own business. She retired from her corporate career at 33 years old and now helps others find community and inspiration on the path to financial freedom.

🔗 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

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

EconoMe Conference (Discount code: CATCHINGUP)

Optimal Finance Daily

Camino de Santiago

Camp FI

Mr. Money Mustache

Camp Mustache

The 4-Hour Workweek: Escape 9-5, Live Anywhere, Join the New Rich by Tim Ferriss

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

Sacred Rest: Recover Your Life, Renew Your Energy, Restore Your Sanity by Saundra Dalton-Smith

Oura Ring

Risk Parity Radio Podcast

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.

CampFI Rocky Mountain live recording Week 1 of a Panel Discussion answering questions from the attendees. On the Panel are the Moderator, our own Becky Heptig, Mark Trautman, a guest on Episode 12 and a guest host on Episode 27, Doug Cunnington (The Doug Show), and Carl Jensen (Mr. 1500 Days). Doug and Carl are the cohosts of the Mile Hi FI Podcast. Sit back, relax with your favorite beverage and enjoy the tips, tricks, hacks, and humor of 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

Resources mentioned on the show:

Camp FI

The Mile High FI Podcast with Carl Jensen and Doug Cunnington

Doug Show Podcast

1500 Days to Freedom

Mr. Money Mustache

Afford Anything

FIREdating.me

Mark's Money Mind

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.

Becky and guest co-host, Mark Trautman, chat with The Retirement Answer Man, Roger Whitney. They are all on vacation with a group from the Rock Retirement Club. Bill is back at the ranch working his day job and editing podcasts dreaming of time freedom on the path to financial independence, but still living his best life.

As a certified financial planner for over 25 years, Roger uses his credentials and every channel possible to help people live well today without sacrificing tomorrow. He is a three-time Plutus Award Winner for best retirement blog/podcast. The podcast has over 8 million downloads and 475 episodes (and counting!). He is the author of "Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future." Investopedia has ranked him as one of the top 100 most influential advisors several years in a row. His mom passed away at 48, sacrificing the now while dreaming of the retirement brochure in the future. He wants to help us shift what is possible in retirement by how we live, work, and celebrate what is possible right now - and keep doing it!

🔗 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

Resources mentioned on the show:

The Retirement Answer Man

Rock Retirement Club

Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future by Roger Whitney

The Second Mountain: The Quest for a Moral Life

Atomic Habits: An Easy & Proven Way To Build Good Habits & Break Bad Ones by James Clear

Outlive: The Science and Art of Longevity by Peter Attia

Mark's Money Mind

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.