Best Latestarter Podcasts (2025)

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

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22h ago55:49

55:49

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

5d 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

8d 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

12d 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

15d 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

19d 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

22d 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

29d 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M ago53:36

53:36

📈 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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 …

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Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121 1:03:39

4M ago1:03:39

1:03:39

Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up…

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"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120 52:42

5M ago52:42

52:42

Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she had $257,000 in debt. She was in serious financial despair but managed to slowly dig out. The progress she made was impressive and just ten years later, she reached financial independence. In this episode…

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Leaning Out: Cracking the Burnout Code | Dawn Baker | 119 53:34

5M ago53:34

53:34

Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author of the book 'Lean Out'. Discover practical advice for high-powered professionals struggling with exhaustion, cynicism, and lack of motivation. Whether you're an overworked physician, a stressed corpo…

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Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118 12:09

5M ago12:09

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In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with s…

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Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117 46:13

5M ago46:13

46:13

In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, 'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social network…

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Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116 56:46

5M ago56:46

56:46

In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They believe the secret to saving money isn’t in coupons and sales, it’s in identifying what you value and pursuing it unapologetically. We chat about how value-based spending can meet higher emotional and ps…

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The pURPOSE Code | Jordan Grumet | 115 57:13

6M ago57:13

57:13

In this episode we are joined by the multi-talented Jordan Grumet, a hospice doctor, storyteller, and the host of the award-winning 'Earn & Invest' podcast. Jordan shares insights from his latest book, 'The Purpose Code', diving deep into the nuances of Big 'P' vs Little 'p' purpose, legacy, and finding true happiness. From his personal journey fro…

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Weathering Financial Storms | Kristen Knapp | 114 1:04:29

6M ago1:04:29

1:04:29

After 28 years of playing the weather girl on TV, Kristen Knapp moved to part time work to follow her passion for travel planning for the financial independence (FI) community. She shares her fascinating backstory of growing up in poverty, dealing with childhood money trauma, becoming a successful broadcast meteorologist, and ultimately achieving F…

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FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113 1:01:37

6M ago1:01:37

1:01:37

We love games so today we're bringing you a podcast takeover and having some fun with 'Money Jeopardy'! This was recorded live at FinCon 2024 (a conference for personal finance content creators) with 'The Struggle is Real' podcast, hosted by our friend Justin Peters. He’s joined by Jackie Cummings Koski (your co-host on 'Catching Up to FI'), Joel L…

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Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112 1:05:39

6M ago1:05:39

1:05:39

Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, …

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Mr 4% is now Mr 5% | Bill Bengen | 111 58:24

6M ago58:24

58:24

In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 …

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Say Cheese!: The Retirement Spending Smile | David Blanchett | 110 49:21

7M ago49:21

49:21

Today Bill and Jackie are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGIM, David is responsible for Target Date Funds and Retirement Spending Portfolios. In this episode he discusses redefined retirement concepts, the myths surrounding the 60/40 portfolio and some practical …

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Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109 47:28

7M ago47:28

47:28

In this episode we turn the tables as Bill joins Dr. Jay Zigmont, CFP on the Childfree Wealth podcast. Bill shares his journey as a late starter physician who lived largely a paycheck-to-paycheck existence until waking up at age 50. He now co-hosts the 'Catching Up to FI' podcast to help other late starters. Jay is the author of the upcoming book '…

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Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108 57:41

7M ago57:41

57:41

Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP and CEO of Abundo Wealth (an advice-only financial planning firm). Eric shares insights on maximizing different types of contributions, FSAs, charitable donations, and other tax strategies. There are a f…

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Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107 1:08:47

7M ago1:08:47

1:08:47

Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce change maker. We are thrilled to bring you this special episode recorded live from FinCon 2024 in Atlanta, GA! It's no secret that we love Ally and talk about them often on the podcast. From the high yiel…

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Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106 1:16:31

7M ago1:16:31

1:16:31

Karsten Jeske also known as “Big ERN” is the founder and genius behind Early Retirement Now. He writes on all topics related to personal finance but is best known for his comprehensive series on safe withdrawal strategies. In this episode he dives deep into the intricacies of safe withdrawal rates, sequence of return risk, the importance of market …

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Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105 1:00:42

8M ago1:00:42

1:00:42

In this episode, Jesse Cramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should consider. Jesse is founder of the award winning 'The Best Interest' blog and podcast. He left a career as a mechanical and aerospace engineer to work with clients at a fiduciary, fee-only financial pla…

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Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104 1:07:46

8M ago1:07:46

1:07:46

By day, Dr. Disha Spath is an internist caring for her patient’s physical and mental health. By night, my she's known as The Frugal Physician and hosts the Finding Financial Freedom podcast. In this episode, Disha shares her personal journey from financial struggles to becoming an advocate for frugality and financial independence. She also discusse…

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Generosity and Smart Spending: A Family Affair | Andy Hill | 103 1:06:05

8M ago1:06:05

1:06:05

Andy Hill is an award-winning blogger, podcaster, Youtuber and family finance coach. All under the brand of 'Marriage, Kids, and Money’, his primary focus is helping families build wealth and happiness. He shares his inspiring story of going from a $50,000 negative net worth to achieving financial independence and now living his best 'Coast FI' lif…

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Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102 1:19:32

8M ago1:19:32

1:19:32

This episode explores the intricate and confusing world of Medicare with leading expert Danielle Roberts. Danielle is founding partner at Boomer Benefits, an agency that has helped thousands of ordinary Americans learn and navigate their entry into Medicare since 2005. She's also author of the bestselling book '10 Costly Medicare Mistakes You Can't…