Best Lisa Cummings Podcasts (2025)

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

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3d 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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Should I List Prices on My Coaching Website 25:30

10d ago25:30

25:30

In this episode, we dive into a hot topic that many speakers, trainers, and coaches grapple with: Should you put prices on your website? Of course, there are many pros and cons of displaying prices, so we unpack various strategies that can help you make the best decision for your business. Whether you’re leaning towards transparency or prefer to ke…

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

10d 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

19d 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

23d 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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Pricing Your Services As A Coach or Facilitator 31:50

24d ago31:50

31:50

If there’s one question I get from almost every coach I coach, it’s this: how do I know what to charge? That’s why we’ve dedicated this episode to a topic that resonates with so many of us in the coaching, training, and speaking industries: Pricing Your Services. In this episode, we explore various pricing strategies and how they can impact your bu…

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

24d 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

1M 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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Battling Money Blocks As A Business Owner 25:31

1M ago25:31

25:31

In this episode, we tackle the often-taboo topic of…money. Specifically, money blocks – those pesky limiting beliefs that can hold us back in business. We share our personal experiences with money narratives that shaped our views on wealth and success. From feeling guilty about charging for work we love, to the fear of being perceived as "slimy" wh…

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

1M ago36:31

36:31

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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Being a Good Boss to Yourself as an Entrepreneur 24:53

2M ago24:53

24:53

As entrepreneurs, we often find ourselves in tShohe dual role of both boss and employee, and it can be challenging to navigate that dynamic. In our last episode, Lisa & I talked about being a bad boss to ourselves, so this time we’re flipping the script. We start by remembering how, as our own boss, we have the unique opportunity to create our idea…

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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

2M 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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Are You A Bad Boss to Yourself? 29:21

2M ago29:21

29:21

In today's episode, we dive into the juicy topic of being a "bad boss" to ourselves as entrepreneurs. Isn’t it funny how some of the very behaviors that made us decide to stop working for a bad boss, are often some of the same behaviors we do to ourselves. Things like overworking, neglecting self-care, not setting boundaries, working unreasonable h…

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

2M 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

2M 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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20 Ways to Find Coaching Clients 27:17

3M ago27:17

27:17

In today's episode, we dive deep into a topic that many coaches struggle with: finding clients. If prospecting makes you want to run and hide…don’t worry. We’ve got you! Listen in as we share some strategies that have worked for us, so you can make them work for you. Plus, we sprinkle in some creative ideas on how to make yourself visible and appro…

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

3M ago54:58

54:58

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

56:15

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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How Low Ticket Offers Can Help Your Independent Coaching Practice 27:57

3M ago27:57

27:57

In this episode, Lisa and Brea explore the phenomenon of low ticket offers and how they can be a game-changer for your business. While high ticket items often steal the spotlight, we believe that low ticket offers have their own unique magic that can help you build relationships and grow your business. Plus, we have a special invitation for you! Ma…

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

3M 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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341 Artist Success Stories - From "I'm not an Artist" to Loving Marketing 2:00:47

3M ago2:00:47

2:00:47

What if you could go from doubting you're a "real artist" to actually getting excited about your weekly newsletter? In this inspiring Artist Success Stories episode, I'm sharing conversations with three incredible artists - Rochelle, Jessica, and Linda - who've transformed their creative practices and businesses over the past year. These aren't ove…

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

3M 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

3M 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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340 What I Wish I Knew When I Started Selling Art Online 29:55

4M ago29:55

29:55

What if selling your art online could work for YOU? After 21 years of building a successful art business online, I'm sharing the 5 key insights I wish I'd known from day one. If you're wondering whether it's really possible to sell your art online, this episode is for you. In this episode, you'll discover: Why selling art is about so much more than…

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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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Lumpy Revenue - Does Your Coaching Practice Feel Up and Down? 26:29

4M ago26:29

26:29

Lumpy cash flow. Unpredictable income. Feast or famine. If you own your own coaching business, you’ve probably ridden the revenue rollercoaster a time or two. Scary for some, and exciting for others. Either way, this episode is for you! Join us as we explore strategies to smooth out the lumps and create stability in your cash flow, OR learn how to …

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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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339 Why Planning isn't the Enemy of Creativity 31:48

4M ago31:48

31:48

What if I told you that planning could actually be your creativity's best friend instead of its enemy? In today's episode, I'm getting real about how my relationship with planning completely transformed - especially as a new mom navigating the biggest identity shift of my life. If you've ever resisted planning because it feels restrictive or anti-c…

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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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YourDreamGym - Kirsty Cumming - YourSpace/YourPlace 1:02:06

4M ago1:02:06

1:02:06

In the final episode of Series 11, we hear from Kirsty Cumming, CEO of Community Leisure UK. Kirsty shares insights on her organization's post-lockdown optimism, upcoming initiatives, and the value of public leisure. Her Dream Gym has indoor and outdoor spaces, a social and inclusive community hub that integrates health, fitness, and social interac…

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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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YourDreamGym - Belinda Steward - The Beating Heart 53:40

4M ago53:40

53:40

This week, we welcome Belinda Steward, Managing Director of Leisure, Health & Wellbeing at Places Leisure, to discuss her Dream Gym. Belinda describes a community-focused, vibrant hub named 'The Beating Heart,' which features a blend of holistic wellness facilities including a Miami-inspired pool, a running track from Newcastle, studios for Group X…

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Starting a New Coaching Business - The Backstory 33:52

4M ago33:52

33:52

What do math dreaming, crowdfunding, and Sunday night heart palpitations all have in common? You’ll have to tune in to find out! 😀 Join us for some real talk about the common fears and hesitations many aspiring coaches face when starting their business, like feeling unprepared or overwhelmed by the need for a perfect plan. But fear not! You’ll be e…

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

4M 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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YourDreamGym - Jenny Patrickson - Body Focus 49:40

4M ago49:40

49:40

Jenny Patrickson from Active IQ joins us this week to talk about her Dream Gym. 'Body Focus' is a serene and holistic space emphasising mindfulness, outdoor cardio activities, and mental wellbeing. The facility integrates advanced 3D immersive environments for cardio workouts, various mindfulness and meditation areas, and educational segments on nu…

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

4M 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

4M 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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YourDreamGym - Lisa Dodd-Mayne - MyTime/Lisa's Time 38:57

4M ago38:57

38:57

Lisa Dodd-Mayne, Executive Director of Place at Sport England is this week's guest. Lisa discusses Sport England's 'Uniting the Movement' strategy, and how it is reducing inequalities and promoting physical activity through local delivery pilots. Lisa also shares her background in sports and her current activities, emphasizing the importance of men…

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Selling to Corporate Clients - Coaching, Training, and Speaking Services 30:06

5M ago30:06

30:06

Selling to corporate clients can be exciting, and sometimes daunting. And everyone wants to know…what’s the secret sauce? From the thrill of landing big contracts to the unexpected surprises that come with corporate red tape, we cover it all. You’ll hear about the challenges of finding the right decision-makers, the complexities of procurement proc…

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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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YourDreamGym - KJ Dixon 41:19

5M ago41:19

41:19

On this week's episode we hear from KJ Dixon, Performance Manager at 3 1 5 Health Hub and founder of Elevate Company Consultants. KJ discusses her journey in the fitness industry, her approach to swim schools, and the importance of combining passion with business acumen to be successful. KJ shares her fitness routine, the impact of exercise on ment…

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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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YourDreamGym - Kate Fearon - Oxygen 57:26

5M ago57:26

57:26

Kate Fearon from Fearless Consulting and Orbit4 joins us this week on YourDreamGym to share her vision for a comprehensive wellness center called 'Oxygen.' The center emphasizes the six pillars of wellness: physical, mental, environmental, spiritual, social, and emotional, starting from a personalized app to connect a variety of health services. Ka…

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Do You Want to Offer Group Coaching 21:29

5M ago21:29

21:29

Thinking about offering group coaching programs? This episode is for you! We explore the many benefits it offers – for those being coached and also for coaches themselves. Things like opportunities for support and feedback, profitability and scalability, and developing deep, lasting friendships. We also share a few different program structures we’v…