We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.

 

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⏰ ‘Catching Up to FI’ Episodes

George Kinder (coming in May)

The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086 

Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 

Stories, Hacks, & Tribes | Brad Barrett | 021 

Find Your Camino | Diania Merriam | 029 

 

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