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Catching Up to FI

Bill Yount & Jackie Cummings Koski
Catching Up to FI
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  • Once Upon a FI | Paul & Amanda Mollenkopf | 144
    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. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include: The Tortoise and the Hare: A Race to Financial Independence The Odd Duckling: Finding the Like-Minded Jack and the Beanstalk: Magic Cards that Sprout Growing Debt The Boy Who Cried Wealth: A Lesson in Stealth Wealth The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage Chicken Little: The Market is Falling A Spending Carol: The Spirits of Spending Past, Present and Future Oh, The Places You’ll Go: The Things that You’ll Do, with FI Community standing by You   🌐 Visit Catching Up to FI website  🔗Connect with us 📩Sign up for the newsletter  ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"  🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question   ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup    📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup   Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only   Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary 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.)   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners   RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Once Upon a FI 📗Once Upon a FI Charity- Freedom for FIDO 📕The Simple Path to Wealth 📘Your Money or Your Life Go Curry Cracker Mr. Money Mustache JL Collins The Retirement Manifesto 1500 Days to Freedom Afford Anything CampFI   ⏰ ‘Catching Up to FI’ Episodes Enoughness: Your Life or Your Money | Vicki Robin | 95 Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073 From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071 Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070 Pathfinders: Stories of Success and Financial Independence | JL Collins | 069 Scamalot! | Paula Pant | 066 Stories, Hacks, & Tribes | Brad Barrett | 021 Hard & Soft Sides of Retirement | Fritz Gilbert | 019   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   ⚠️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.
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  • Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143
    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 through her own healing journey. Now as a life coach with expertise in holistic modalities and various other disciplines, she helps others using a warm, compassionate, and non-judgmental approach.  ***Trigger Warning: This episode includes discussions of mental health issues such as PTSD and suicide. These topics may be difficult for some listeners. If you need support, please consider reaching out to a trusted friend, professional, or crisis resource. Take care of yourself and listen at your own pace.   🌐 Visit Catching Up to FI website  🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"  🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question   ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup    📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup   Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only   Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary 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.)   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners   RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Tasch's Transformational Teachings Charity: Kids with Cancer Foundation (Australia) Real Talk Finance (Amy Coroso) The Happy Saver (New Zealand) EconoMe Conference FI Freedom Retreat   ⏰ ‘Catching Up to FI’ Episodes The Father of Financial Life Planning (Part 1) | George Kinder | 140 The Three Kinder Questions (Part 2) | George Kinder | 141  Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018 Thunder Down Under | Late Starter Fire | 004   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   ⚠️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.
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  • Smart Money Moves After 50 | Bill Yount | 142
    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-five optimism   🌐 Visit Catching Up to FI website  🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"  🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question   ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup    📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup   Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only   Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary 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.)   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners   RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Personal Finance For Long-Term Investors with Jesse Cramer   ⏰ ‘Catching Up to FI’ Episodes Pathfinders: Stories of Success and Financial Independence | JL Collins | 069 Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070 F-You Money Part 1 | JL Collins | 023 F-You Money Part 2 | JL Collins | 024   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   ⚠️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.
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  • The Three Kinder Questions (Part 2) | George Kinder | 141
    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, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution) The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization 'The Freedom Song' — written and performed by George Kinder & his daughter London Kinder  Be sure to go back and listen to last week's episode 140 to catch the first part of our conversation with George Kinder.   🌐 Visit Catching Up to FI website  🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"  🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question   ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🎓 Student Loan Planner  Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners   RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐George Kinder website Freedom Song || London and George Kinder Kinder Institute of Life Planning Youtube The Three Questions presented by George Kinder Fiduciary In All Things (FIAT) A Golden Civilization Find a Life Planner Do your own life plan NAPFA (National Association of Personal Financial Advisors) 📗 The Three Domains of Freedom  📕 A Golden Civilization and The Map of Mindfulness 📚 The Seven Stages of Money Maturity 📗 Life Planning for You: How to Design & Deliver the Life of Your Dreams 📕Lighting the Torch   ⏰ ‘Catching Up to FI’ Episodes The Father of Financial Life Planning (Part 1) | George Kinder | 140 Vote Your Money: Values Aligned Investing | Janine Firpo | 139   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   ⚠️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.
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  • The Father of Financial Life Planning (Part 1) | George Kinder | 140
    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 in the present moment to achieve true freedom The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning Tips to embark on your own hero's journey towards financial and personal fulfillment   🌐 Visit Catching Up to FI website  🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"  🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question   ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== MyBudgetCoach A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup Boston Institute of Finance CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: Catchingup  For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners   RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐George Kinder website   Kinder Institute of Life Planning Youtube   The Three Questions presented by George Kinder   Freedom Song || London and George Kinder   Fiduciary In All Things (FIAT)   A Golden Civilization   Find a Life Planner   Do your own life plan   NAPFA (National Association of Personal Financial Advisors)   📗 The Three Domains of Freedom    📕 A Golden Civilization and The Map of Mindfulness   📚 The Seven Stages of Money Maturity   📗 Life Planning for You: How to Design & Deliver the Life of Your Dreams   📕Lighting the Torch   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   ⚠️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.
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About Catching Up to FI

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