PODCAST

Catching Up to FI

Bill Yount & Jackie Cummings Koski

A mindset, money, and life podcast for late starters catching up to Financial Independence.

business investing

All Episodes

01:38:54

Save Thousands with These Contrarian Tax Planning...

Catching Up to FI ·

2025/11/16

Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we

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48:03

Live from Bali: Are They Really Retired? (Part 2) |...

Catching Up to FI ·

2025/11/12

Recorded live in Bali, at the FI Freedom Retreat (the 2nd one in 2025), Jackie teams up with Doc G from the Earn & Invest Podcast. They ask the spiciest FI question of all—not 'can I retire yet?' but 'should I?' Three very different journeys take the mic: Fara's 'accidental FIRE' at 47 and her boomerang back to a cause-driven job (then boomerang away again) Gene's post-quit LinkedIn relapse and the search for purpose without a W-2 Rachel Richard's pivot from real estate and a viral brand (Money

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59:13

What To Do When It's Time To Manage Your Mom's Money...

Catching Up to FI ·

2025/11/09

Our guest today is Beth Pinsker, CFP®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide to Financial Caregiving. She represents the sandwich generation and gives us tips, advice, and cautionary tales about her firsthand experience after finding herself caring for her mother and her finances. She explains that caregiving isn't just forms and bank calls—it's love, logistics, and a dash of stubborn grit. Beth also shares: The "death file"

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01:08:35

Live from Bali! Don't Miss These FI Stories From...

Catching Up to FI ·

2025/11/05

50 people (now friends), 9 countries... all in one room, speaking the same language: Financial Independence! This is a special episode recorded live from in beautiful Bali, Indonesia at the FI Freedom Retreat. Australian blogger and podcaster, 'Captain FI', joins Jackie as guest co-host to share the FI stories of three of the extraordinary individuals we met at the retreat: Claire (Dubai via Ireland)- Restarting and living by the philosophy of 'trust your gut' Michael (Seattle)- Newly nomadic,

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01:12:09

Money Scripts: Don't Get Scrooged! | Brad Klontz | 175

Catching Up to FI ·

2025/11/02

Dr. Brad Klontz is a leading expert in financial psychology, professor, bestselling author, and, oh yeah — an internet influencer with millions of followers who tune in for his mix of straight talk and practical money wisdom. He joins Bill for a deep dive into why most money problems aren't math problems. Instead, they are about what's going on in our heads and in our habits. In this episode, Brad discusses: Why smart people still make dumb money mistakes The difference between poor and broke The

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01:27:10

Hidden Messages In The New Tax Law You May Have...

Catching Up to FI ·

2025/10/26

On July 4th, 2025 an 870-page tax bill called the 'One Big Beautiful Bill Act' (OBBBA) was signed into to law. Some parts have been heavily discussed and others not so much. So we dug around ourselves and pulled out some hidden messages you may have missed that could have major implications to your FI (Financial Independence) journey. 👉🏽 Updates to 2017 'Tax Cuts and Jobs Act' Makes permanent the lowered individual tax brackets established by the Tax Cuts and Jobs Act and keeps the larger standard

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50:57

How A Single Mom Reached F.I.R.E. by 49 | Jackie...

Catching Up to FI ·

2025/10/19

Jackie joins our friends to the north in Canada for a live taping of TD Direct Investing's 'Inside Investing', turning her late-starter playbook into a friendly masterclass for Canadians and Americans alike. Host Rob Moysey tees up her arc—divorce in her 30s with ~$20k in retirement savings, millionaire a decade later, retired at 49. Jackie fills in the human bits: purpose after FI, why 'precision is not required,' and how a BetterInvesting club cured her market fear. She also walks through: The

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01:12:52

First Time Ever! The 2 Most Important Women in the...

Catching Up to FI ·

2025/10/12

Today’s episode is something TRULY special— something that’s never happened before! For the first time ever… we’re joined by two remarkable women who’ve lived alongside one of the most influential voices in the FI community, JL Collins. In this one-of-a-kind episode we introduce you to his wife, Jane Collins and daughter, Jessica Collins. This is their first-ever joint podcast appearance. We’re pulling back the curtain to hear their perspectives. What was it like living with someone so passionate

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01:21:42

How To Build Your Own Paycheck: From Saver to Spender...

Catching Up to FI ·

2025/10/05

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 paycheck” into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together

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46:45

What Would 'Your Money' Look Like In a Simple Sketch?...

Catching Up to FI ·

2025/09/28

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, really?' From there, he discusses: Why we unknowingly organize life around money and work Why 'enough' is a way of being (not a number) How we keep

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01:02:04

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

Catching Up to FI ·

2025/09/21

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 this episode to: Break down the primary goals of the book Help you understand what’s required to create and manage a successful personal retirement

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01:10:57

How This Savvy Young Planner is Helping Retirees |...

Catching Up to FI ·

2025/09/14

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. 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 to help us make up for lost time—with humor, heart, and practical advice that meets you exactly where you are. In this episode, we discuss: Emma's money story and

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01:01:15

Reached FIRE At 50👉🏻 And Here’s Why He Still Keeps...

Catching Up to FI ·

2025/09/07

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 retirement. He joins us for a deeply human masterclass on retiring, drawing down without drama, and pursuing hard goals the slow, sane way. In this

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49:41

A Very Different Voice in Financial Planning | Jackie...

Catching Up to FI ·

2025/09/03

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 savings habit The divorce-day gut punch that pushed her from $20k to FI Why she is so passionate about the 'Catching Up to FI’ platform and late starters How

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01:06:57

Borderless FI: The Happy KiwiSaver | Ruth Henderson |...

Catching Up to FI ·

2025/08/31

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 journey of Americans vs. Kiwis (New Zealanders). She also shares with us: Her late starter journey to FI What inspired her to create 'The Happy Saver' to

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01:23:10

Tell Your Story With A Book, Here’s How | Azul...

Catching Up to FI ·

2025/08/24

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 suspects their "zone of genius" is dying to be unleashed. He gives us the reframe that authorship isn't about words so much as the message beneath them.

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01:10:28

Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back...

Catching Up to FI ·

2025/08/17

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 early and hit the road in their RV. You could say they reached FIRE (Financial Independence, Retire Early) before it was hot! In this episode they walk

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36:31

From Silent Majority to Visible Voices | Bill &...

Catching Up to FI ·

2025/08/13

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 your financial independence journey later in life Why micro-steps (Kaizen-style) beat grand gestures every time === VOTE FOR US: PLUTUS

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01:29:39

Case Study: The Real Numbers That Told Her She Could...

Catching Up to FI ·

2025/08/10

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 feedback in real time. What transpired afterwards was powerful- she quit her day job and handed in her clinical badge to enjoy a sabbatical she had been

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01:24:14

The $1,000 Gift From Jonathan Clements To...

Catching Up to FI ·

2025/08/03

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 (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the

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Catching Up to FI

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