Catching Up to FI

Catching Up to FI co-host, Jackie Cummings Koski crosses over to Andy Panko's 'Retirement Planning Education' podcast for a funny, deeply practical masterclass on what FIRE really is (and what it isn't). Jackie is single-mom late-starter, FIRE for Dummies author, and "I retired but I'm still busy" money nerd. She rewinds her journey of retiring before 50 and walks Andy (and listeners) through:

1. How she hit a ~$1M FI number with ~$40K annual spending
2. Managing healthcare premiums by understanding how ACA subsidies really work
3. Tapping her pre-tax IRA before 59.5 using 72(t) without blowing herself up
4. Qualifying for ex-spouse Social Security benefits
5. Medical tourism in Bali funded by her HSA
6. Why most 401(k) menus are quietly sabotaging regular people

They finish with Jackie's second act: two books, a CFP, a master's in financial planning & financial therapy, and co-hosting Catching Up to FI to help late starters realize it's not too late.

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:

Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

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🌐Retirement Planning Education

🎙️Retirement Planning Education Podcast

🌐Tenon Financial

📕 F.I.R.E. For Dummies by Jackie Cummings Koski

⏰ 'Catching Up to FI' Episodes

Retirement Planning Tips | Andy Panko | 063

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

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.

The Mad Fientist (Brandon Ganch) is an OG, pioneer, and giant in the Financial Independence (FI) movement! It took us a while to get him on the show, but he finally joins us for this very special holiday catch-up. Brandon is a software developer and strategically put those skills to work in creating the popular Mad Fientist blog & podcast. He's best known for deep dive experiments on tax optimization, early access to retirement funds, and other brilliant FI strategies.

Now a family man with a wife and two kids, Brandon rarely does interviews these days. But today you will get a rare glimpse into the ups and downs of his post-FI life. In this episode he candidly talks about:

1. What he thought about money growing up and as a young adult
2. His obsession with money and how it led to a period of depression while running the Mad Fientist blog and podcast
3. How he traded in his extreme frugality and self-deprivation for joyful spending using his "Wealth Machines" software that has been in development for years
4. Building his dream music studio and putting out a Billboard-charting album (Dead Pixel) and new EP (QED)
5. Becoming a dad and asking big questions about raising children who've never seen their parents go to work

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:

🆕NEW PARTNER: Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

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🌐 Visit Catching Up to FI website

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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 The Mad Fientist Blog

🎙️The Mad Fientist's Financial Independence Podcast

Wealth Machines Software (in beta)

🎼 Follow Brandon's Music on Spotify (1=2)

🎼 New Album (QED, 2025)

🎼 1st Album (Dead Pixel, 2021)

Get Rich Slowly- J.D. Roth

📘 Ramit Sethi – I Will Teach You to Be Rich

📕 Die with Zero by Bill Perkins

📗 The Wealth Ladder by Nick Maggiulli

⏰ 'Catching Up to FI' Episodes

The Godfather of FI Talks Fatherhood | JL Collins | 149 The pURPOSE Code | Jordan Grumet | 115 Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073

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.

Frank Vasquez (aka 'Uncle Frank' to the FI community) returns to the show to talk gold and what this shiny speculation is actually doing in a modern FI portfolio. Frank is the voice behind Risk Parity Radio and has a knack for making even the most tangled concepts in life and investing feel approachable. In this episode he tackles:

• Gold as speculation, not a gamble
• Gold's role in accumulation vs. retirement
• Typical gold allocation
• Correlation & diversification
• Physical gold vs. ETFs

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:

🆕NEW PARTNER: Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: The Father McKenna Center

🌐Risk Parity Radio

⏰ 'Catching Up to FI' Episodes

'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.

Trae Bodge is one of the country's leading smart-shopping and personal-savings experts. You've probably seen her on CNBC and Good Morning America, or in publications like The New York Times, USA Today, and MarketWatch. She joins us on the show for a holiday-season intervention on spending, shopping, and gift-giving. Trae also shares news about her, mom-inspired Threadneedle Alley Foundation, a nonprofit that provides grants and guidance to midlife entrepreneurs facing financial challenges. Through Dec. 31, 2025, entrepreneurs ages 40 and up can apply for a $5,000 grant and ongoing mentorship .

🎁 🎁 🎁A Special Gift from our friend... The Mad Fientist (only through Dec 10th)

Brandon Ganch's (aka The Mad Fientist) is one of the early pioneers of the FI Movement and has shared his knowledge and brilliant resources with millions of people for over a decade. He will be featured on our holiday episode (releasing on 12/21/25). This holiday season he has a brand new beta software called Wealthmachines.co, a complete system designed for financial independence that focuses on your assets and the income they generate. Even though he's brilliant at developing software, his real passion is music, and he has a new album coming out with a juicy offer! Until December 10th, he is gifting early access to you before it goes to a monthly subscription when you purchase his new album. Here's how you can support his passion and get his software:

1. Preorder his brand new EP Album for $4.99 before December 10th on Amazon Music (or other music retailers) and ​follow him on ​Spotify (help him get to 1000 subscribers)
2. Send a copy of the receipt to [email protected]​
3. Go to Wealthmachines.co and click the "Get Access" link in the top right corner to get free access. Note: The public release won't be until 2027, but you'll be able to start using it as soon as it's ready. Also, you will NOT need to pay an annual fee once the app becomes publicly available (the annual fee will be more than the EP's cost, every single year)!

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:

🆕NEW PARTNER: Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

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🌐 Visit Catching Up to FI website

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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: Threadneedle Alley

🌐 TrueTrae.com

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.

We love collaborations and this time we teamed up with Mindy and Scott from BiggerPockets Money to tackle a case study you don't want to miss: "How to go from Broke at 50 to Retired at 60!" This originally aired on BiggerPockets Money in August, and since then it received over 300,000 views and quickly moved up to the second most popular video on their YouTube Channel. Needless to say, this topic, got people talking!

We spell out exactly what we would do to go from a zero-dollar net worth to a million dollars in retirement! This is a step-by-step plan that anyone who wants to retire on time can follow, focusing specifically on Barb - a recently divorced stay-at-home mom reentering the workforce with a zero-dollar net worth. Her situation represents millions of people who find themselves starting over financially in their fifties, whether due to divorce, job loss, or simply never having started saving for retirement.

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHING50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐Bigger Pockets Money YouTube Channel http://www.youtube.com/@BiggerPocketsMoney

⚠️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.

At 48, Kim Hunter-Borst was drowning in debt even though she had a solid New York income. Where was the money going? How did she fix it and reach early retirement by 58? We find out in this no-shame late-starter conversation that was recorded live in Bali at the FI Freedom Retreat (please excuse the background noise!)

Kim was firmly in the messy middle and retraces the moment she decided to stop winging it. She shares some simple systems that finally stuck, and the handful of brave choices—asking for more at work, saying no to status buys, and saying yes to purpose—that changed her trajectory. In this candid interview, you'll also hear:

1. The money scripts Kim had to rewrite
2. The tools that actually helped
3. The joyful stuff she refused to cut while saving
4. How she healed her 'one more year syndrome'
5. What she's doing now to help others on their FI journey

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Monarch Money

The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50

Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charities:

Planned Parenthood

Charity Water

USA for UNHCR

🌐 Women Of FI

Kim's 2026 Women's Weekend has sold out! Click here for more information about future events and get on the email list.

Join WE Wealth Collective Facebook Community

ChooseFI

Lydia Senn on YouTube

Scholly Scholarships

EconoMe Conference

F.I.R.E. For Dummies

⏰ 'Catching Up to FI' Episodes

Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178

Live from Bali! Don't Miss These FI Stories From Around The Globe | Jackie & Captain FI | 176

The Power of Cash Flow Planning | Sarah-Catherine Gutierrez | 016

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.

Dr. Daniel Crosby took a circuitous path to the world of money — starting as a psychologist and ending up as one of the most engaging voices in behavioral finance. He is Chief Behavioral Officer at Orion and author of The Soul of Wealth. Dr. Crosby goes beyond the math to the meaning: identity, autonomy, and why 'you don't really want to be rich, you want to be free.' He joins the show to talk us through:

• Reframing money as a tool for time freedom, relationships, and purpose—not status
• Using behavior science to close the gap between 'knowing' and 'doing'
• Downshifting lifestyle creep and designing guardrails
• Replacing 'I'll be happy when...', with habits, community, and a clear vision of your 'retirement cow'

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 Sign up for our newsletter (NEW!)

🌐 Visit Catching Up to FI website

☕ 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity: National Alliance on Mental Illness

🌐 Standard Deviations podcast

Orion

📗 The Soul of Wealth

⏰ '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

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.

Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into:

1. Top year-end tax tips for later starters
2. Affordable Care Act (ACA) premium tax credits
3. Drawdown principles
4. Moving through the 5 phases of retirement
5. How a little tax awareness can go a long way

This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Bill, Jackie, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

📘 Tax Planning To and Through Early Retirement

--Cody Garrett

🌐 Measure Twice Money

🌐 Measure Twice Planners

📺 Measure Twice YouTube

--Sean Mullaney

🌐 FI Tax Guy

🌐 Mullaney Financial & Tax

📺 FI Tax Guy YouTube

📕 Solo 401(k): The Solopreneur's Retirement Account

📄 UBS Global Wealth Report 2025

⏰ 'Catching Up to FI' Episodes

Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

Year End Tax Planning | Sean Mullaney | 045

Music Money Man | Cody Garrett | 035

Life & Taxes | Sean Mullaney | 013

72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131

Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133

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.

Recorded live in Bali, at the FI Freedom Retreat (the 2nd one in 2025), Jackie teams up with Doc G from the Earn & Invest Podcast. They ask the spiciest FI question of all—not 'can I retire yet?' but 'should I?' Three very different journeys take the mic:

• Fara's 'accidental FIRE' at 47 and her boomerang back to a cause-driven job (then boomerang away again)
• Gene's post-quit LinkedIn relapse and the search for purpose without a W-2
• Rachel Richard's pivot from real estate and a viral brand (Money Honey Rachel) to doing the inner work, ditching external validation, and—surprise—catching the spark to write again.

Stay for the after-show hot seat where more attendees share their own takes on whether they'll ever 'work' again. Hear from Scott, Dave, Sophie, Selene, Justin, Kim, and Amy.

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 FI Freedom Retreats

Next Retreat: Sept 11 - 15, 2026

Earn and Invest Podcast

Rachel Richards- Money Honey Rachel

Scott On FIRE

⏰ 'Catching Up to FI' Episodes

International Educator, Bali FIRE | Amy Minkley | 137

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.

Our guest today is Beth Pinsker, CFP®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide to Financial Caregiving. She represents the sandwich generation and gives us tips, advice, and cautionary tales about her firsthand experience after finding herself caring for her mother and her finances. She explains that caregiving isn't just forms and bank calls—it's love, logistics, and a dash of stubborn grit. Beth also shares:

• The "death file" story that changed everything
• How to survive bank pushbacks on powers of attorney
• Why a tiny funeral policy became an act of love
• The must-do digital steps that make caregiving possible in a two-factor world

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🆕NEW PARTNER: Alloy

The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

📩 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 BethPinsker.com

📗 My Mother's Money: A Guide to Financial Caregiving

🗒️AARP Article: 5 Things I Learned From Managing My Mother's Money

⏰ 'Catching Up to FI' Episodes

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

Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153

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.