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Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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A Hero’s Journey: Krista & Ed, The Mother of All Case Studies! | Krista and Ed Kim | 97

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Manage episode 441205872 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This heartfelt episode dives into the incredible story of Krista and Ed. From growing up in poverty to facing financial insecurity as adults, this resilient couple shares their journey of overcoming adversity and finding hope in the FIRE movement. Discover how a deep bond of love, open communication, strategic planning, and an unwavering spirit led them to financial independence. Learn about their pivotal experiences, including a live case study at the EconoMe conference and actionable tips that can help you on your financial journey. Don’t miss their powerful message of never giving up and transforming your dreams into reality.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Abundo Wealth: Advice-Only Financial Planning for Everyone

DeleteMe: Your personal data is yours again

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

Nectarine: Advice-Only Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

EconoMe Case Study: Real Life Numbers

Case Study Template

🕒 Time stamps:

00:00 A Childhood of Hardship and Resilience

02:11 Introduction to the Case Study

02:27 Meet Krista and Ed

03:03 The Financial Journey Begins

06:37 Krista's Reading Habit

08:11 Ed's Gaming Passion

08:45 Ed's Immigrant Upbringing

15:00 Krista's Struggles and Triumphs

25:44 The Debt Story Unfolds

36:56 Exploring Contentment and Consumerism

37:16 Discovering the FI Movement

39:09 Joining the ChooseFI Community

41:32 Applying for the EconoMe Case Study

42:49 Sharing Financial Details Publicly

45:53 Case Study Insights and Learnings

47:22 Financial Goals and Planning

52:57 Budgeting and Debt Management

01:03:59 Investment Strategies and Risk Tolerance

01:07:25 Final Thoughts and Advice for Late Starters

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 441205872 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This heartfelt episode dives into the incredible story of Krista and Ed. From growing up in poverty to facing financial insecurity as adults, this resilient couple shares their journey of overcoming adversity and finding hope in the FIRE movement. Discover how a deep bond of love, open communication, strategic planning, and an unwavering spirit led them to financial independence. Learn about their pivotal experiences, including a live case study at the EconoMe conference and actionable tips that can help you on your financial journey. Don’t miss their powerful message of never giving up and transforming your dreams into reality.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Abundo Wealth: Advice-Only Financial Planning for Everyone

DeleteMe: Your personal data is yours again

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

Nectarine: Advice-Only Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

EconoMe Case Study: Real Life Numbers

Case Study Template

🕒 Time stamps:

00:00 A Childhood of Hardship and Resilience

02:11 Introduction to the Case Study

02:27 Meet Krista and Ed

03:03 The Financial Journey Begins

06:37 Krista's Reading Habit

08:11 Ed's Gaming Passion

08:45 Ed's Immigrant Upbringing

15:00 Krista's Struggles and Triumphs

25:44 The Debt Story Unfolds

36:56 Exploring Contentment and Consumerism

37:16 Discovering the FI Movement

39:09 Joining the ChooseFI Community

41:32 Applying for the EconoMe Case Study

42:49 Sharing Financial Details Publicly

45:53 Case Study Insights and Learnings

47:22 Financial Goals and Planning

52:57 Budgeting and Debt Management

01:03:59 Investment Strategies and Risk Tolerance

01:07:25 Final Thoughts and Advice for Late Starters

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
  continue reading

142 episodes

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