Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).

 

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

Charity: Jonathan Clements Getting Going on Savings Initiative 

📘The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived

🌐William Bernstein

🌐Christine Benz

🎙️Bogleheads on Investing- Episode 82

 

⏰ ‘Catching Up to FI’ Episodes

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117 

How to Think About Time: A Humble Legacy | Jonathan Clements | 081

 

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