Catching Up to FI

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


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Rumba and JOMO are "characters" in the story of Olivia who is the heroine of Sarah Catherine Gutierrez's book: But First, Save 10: The One Simple Money Move That Will Change Your Life. Olivia is an 18-30-year-old woman at the beginning of her financial journey, but her path is applicable to all of us late starters of any age. SC is a friend, a certified financial planner, and sucked at math. She is also a game changer in the financial industrial complex. In this episode, we dive into her story, dreams, and goals. Along the way, we talk about Cash Flow Planning, The Tax Efficient Waterfall, Women and Money, and Save, Save, Save. You will not want to miss this episode.

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Resources mentioned on the show:

Aptus Financial

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But First, Save 10

Signed copy of Sarah Catherines' Book, But First Save 10: The One Simple Money Move That Will Change Your Life

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.

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Catching Up to FIBy Bill Yount & Jackie Cummings Koski

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