Best Catchinguptofi Podcasts (2025)

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How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171 1:21:42

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3d ago1:21:42

1:21:42

If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without drama—that’s the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn “build-your-own payc…

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What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170 46:45

10d ago46:45

46:45

Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. He joins us to ask the question that instantly ties our brain in knots: 'What is money…

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A Richer Retirement: The 4.7% Rule | Bill Bengen | 169 1:02:04

16d ago1:02:04

1:02:04

We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love story and how they met, before getting into his new book, 'A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More'. He joins us in …

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How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168 1:10:57

23d ago1:10:57

1:10:57

The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now one of the youngest CFP professionals in the US. She shares how she became money savvy so early and what influences impacted her the most. She isn’t here to judge the rest of us who started late, but …

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Reached FIRE At 50👉🏻 And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167 1:01:15

1M ago1:01:15

1:01:15

Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first in the FIRE (Financial Independence, Retire Early) space and focuses on the personal finance needs of anyone who is thinking about retirement or early…

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A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166 49:41

1M ago49:41

49:41

In this crossover episode, Jackie joins the 'Wicked Pissah Podcast’, brought to you by the Financial Planning Association (FPA) of New England. She trades in the Sunday sweatshirt for her CFP® blazer but still stays true to openly sharing her fascinating money story and spreading financial literacy. They discuss: The story behind her $2-bill saving…

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Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165 1:06:57

1M ago1:06:57

1:06:57

Ruth Henderson is the creator of ‘The Happy Saver,’ a beloved New Zealand blog and podcast that brings personal finance down to earth. She transitioned from part-time work to full-time content creation, sharing her journey toward early retirement with honesty, humor, and heart. In this episode we swap notes with her on the financial independence jo…

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Tell Your Story With A Book, Here’s How | Azul Terronez | 164 1:23:10

1M ago1:23:10

1:23:10

Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at “Authors Who Lead,” a platform dedicated to empowering authors to share their stories. He turns our conversation with him into a courage clinic for would-be storytellers, late starters, and anyone who …

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Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back Again | J. C. & Bev Webber | 163 1:10:28

2M ago1:10:28

1:10:28

J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real numbers and how he sprinted from a net worth of ~$120k (age 51) to $1.5M (age 57)—only to see it crash to ~$864k in early 2009. But that didn't derail their plans because he and his wife Bev still retired…

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From Silent Majority to Visible Voices | Bill & Jackie | 162 36:31

2M ago36:31

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In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starters and discuss: The huge gap that 'Catching Up to FI' is filling and what we mean by the 'silent majority' How shock, regret, and money-trauma can become fuel Unique advantages you may have when beginning…

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Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161 1:29:39

2M ago1:29:39

1:29:39

We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. She was also this year's brave Case Study at the EconoMe conference and revealed all her numbers in front of a live audience to get crowd-sourced feed…

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The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160 1:24:14

2M ago1:24:14

1:24:14

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 (especial…

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Forget the Corporate Ladder, Here’s How to Climb ‘The Wealth Ladder’ | Nick Maggiulli | 159 1:05:05

2M ago1:05:05

1:05:05

Nick Maggiulli is the data-driven creator of the blog 'Of Dollars And Data', Chief Operating Officer at Ritholtz Wealth, and author of the newly released book 'The Wealth Ladder'. He joins us on the show to break down his six-level wealth ladder and openly shares some of his steps and missteps as he moved up on his own wealth-building journey. In t…

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Keeping Up With The Joneses | Bill Yount | 158 1:00:00

3M ago1:00:00

1:00:00

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast. Along with some of our favorite content creators, he shares his crazy spending screw ups-- and the life lessons that followed. Stories from: Bill Yount (Catching Up to FI) Jesse Cramer (Personal Finance For Long-Term Investors) Diania Merr…

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Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157 42:18

3M ago42:18

42:18

Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us: Simple Investor Policy Statement (IPS) All-in-One Funds: target date and balanced…

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Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156 41:40

3M ago41:40

41:40

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter’s to-do list should begin with an emergency fund and…

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Q&A: Tackling Listener Questions | Bill & Jackie | 155 54:58

3M ago54:58

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You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answers with our thoughtful insights, ideas and considerations important to late starters. These are the questions we cover on today’s show: ✅ Bill’s costly mistake with whole-life insurance; what should you…

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Learn This or Never Retire | Bill & Jackie | 154 1:14:39

3M ago1:14:39

1:14:39

On this mid-week episode we join the upbeat creators of 'Rebel Finance School', Alan and Katie Donegan, for a turbo-charged pep rally aimed at every late-starter who's ever whispered "it's too late for me." We kicked off the Donegans' free 10-week course that's helping thousands around the world on their journey to FI. 📩 Sign up for our newsletter …

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Mini Retirements, Sabbaticals, Career Breaks- Yes Please! | Jillian Johnsrud | 153 57:44

3M ago57:44

57:44

Jillian Johnsrud—mini-retirement evangelist, mother of five, and author of 'Retire Often'—returns to show us why pressing pause can be the ultimate career accelerator. In this episode she explains the three hallmarks of a bona-fide mini retirement and the three ways to snag one: 1️⃣ Negotiate a sabbatical 2️⃣ Slot it between jobs 3️⃣ Pounce when li…

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Late Start, Big Lessons: Early Regrets & Mistakes of a (FI)sician | Bill Yount | 152 56:15

3M ago56:15

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On this mid-week episode, we're switching it up again. This time Bill joins the 'Finance for Physicians' podcast with host Daniel Wrenne, CFP®. In this vulnerable interview, Bill owns up to every late-starter mistake—credit-card splurges, 'free' advisors, and lifestyle creep after a twin-sized home upgrade. Then he slings real-world antidotes: paus…

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Women And The Great Wealth Transfer | Cary Carbonaro | 151 55:49

4M ago55:49

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In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen o…

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Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150 57:46

4M ago57:46

57:46

This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI’ co-host and author of ‘F.I.R.E for Dummies', Jackie Cummings Koski, CFP®, AFC®, continues through an easy to follow checklist of t…

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The Godfather of FI Talks Fatherhood | JL Collins | 149 1:16:29

4M ago1:16:29

1:16:29

Mention financial independence and one of the first names that come up is JL Collins, author of the bestselling book 'The Simple Path to Wealth'. In fact, he is affectionately known as the Godfather of FI. One million copies and 10 years after its original publication, JL back with a shiny new, revised and expanded edition... and it just hit the Ne…

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Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148 1:09:03

4M ago1:09:03

1:09:03

Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI’ co-host and author of ‘F.I.R.E for Dummies' Jackie Cummings Koski, CFP®, AFC®, turns this insigh…

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Hanging On In a Yo-Yo Economy | Sam Stovall | 147 36:29

4M ago36:29

36:29

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we'r…

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🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146 7:54

4M ago7:54

7:54

We just hit 1 Million Podcast Downloads... that puts us in the top 1% of podcasts world wide!!! And we have you to thank 💞 This is a special message from Bill and Jackie to everyone that helped the podcast grow to this level. We are so grateful for the support and looking forward to the next million downloads with our regular Sunday episodes and oc…

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Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145 1:13:59

4M ago1:13:59

1:13:59

In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate…

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Once Upon a FI | Paul & Amanda Mollenkopf | 144 59:30

5M ago59:30

59:30

Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.’ What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables.…

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Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143 58:35

5M ago58:35

58:35

Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated th…

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Smart Money Moves After 50 | Bill Yount | 142 1:01:47

5M ago1:01:47

1:01:47

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares: The messy, shame-to-FI journey that inspired Catching Up to FI His three-step "Pause-Plan-Pivot" playbook His trademark mix of candor, nerdy humor, and high…

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The Three Kinder Questions (Part 2) | George Kinder | 141 53:41

5M ago53:41

53:41

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams,…

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The Father of Financial Life Planning (Part 1) | George Kinder | 140 1:03:44

5M ago1:03:44

1:03:44

In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: The essence of financial maturity The profound practice of living…

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Vote Your Money: Values Aligned Investing | Janine Firpo | 139 1:13:42

5M ago1:13:42

1:13:42

Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will le…

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Catching Up to FI in Uncertain Times | Bill & Jackie | 138 58:06

6M ago58:06

58:06

In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still …

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International Educator, Bali FIRE | Amy Minkley | 137 54:41

6M ago54:41

54:41

Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet …

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Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136 42:50

6M ago42:50

42:50

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 grandfa…

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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134 1:29:47

6M ago1:29:47

1:29:47

Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights…

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Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135 53:36

6M ago53:36

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📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short period of time and downright frightening! So, what do you do? Start by listening to this episode where Bill and Jackie take a deep breath, and discuss the impact of these recent market declines. There is a natur…

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Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133 1:01:52

6M ago1:01:52

1:01:52

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retire…

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Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132 33:44

6M ago33:44

33:44

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We…

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72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131 59:59

6M ago59:59

59:59

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retire…

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Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130 43:51

7M ago43:51

43:51

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot t…

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Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129 1:14:33

7M ago1:14:33

1:14:33

In this episode we welcome back the rebels, Katie and Alan Donegan. They are founders of the Rebel Finance School and have turned the concept of financial independence (FI) into an energetic global movement. We are celebrating the launch of their brand-new music album. But it's not just music, it’s a Money Revolution and the world's first financial…

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Get To Know Your Future Self | Bill Yount | 128 46:21

7M ago46:21

46:21

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot t…

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Coast FI Couple | Matt & Yana Tarr | 127 1:06:20

7M ago1:06:20

1:06:20

Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest 😂) from the 'BiggerPockets Money' and 'Living a FI Life' podcasts. In this episode we talk with Matt and Yana Tarr, the married duo behind the 'CoastFI Couple' blog and podcast. The conversation centers around the power of Coast FI, and how o…

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Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126 29:38

7M ago29:38

29:38

Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial deci…

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Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125 1:04:16

7M ago1:04:16

1:04:16

Lynnette Khalfani-Cox (also known as 'The Money Coach') is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller ‘Zero Debt: The Ultimate Guide to Financial Freedom’. Lynette joins us on this episode to share some of the big takeaways from her latest boo…

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“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124 1:13:32

7M ago1:13:32

1:13:32

Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits…

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ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123 1:09:30

8M ago1:09:30

1:09:30

Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unr…

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Banishing The Burden of Student Loan Debt | Travis Hornsby | 122 1:07:26

8M ago1:07:26

1:07:26

We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode …