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Catching Up To FI
Bill Yount & Becky Heptig
- 52 minutes 35 secondsCelebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072
In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for required personal finance courses in high school. Tim shares how Next Gen carefully curated (free!) resources and games designed to make finance fun and accessible, highlighting the significance of teachers' partnership in this endeavor. Finally, Tim also outlines ways individuals can contribute to fostering a financially literate future generation.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 off any course! PFC courses or PFC investing course only)
Resources mentioned on the show:
Money Letters 2 My Daughter by Jackie Cummings Koski
FIRE for Dummies by Jackie Cummings Koski
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
28 April 2024, 10:00 am - 1 hour 6 minutesFrom Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071
Meet Mindy and Carl Jensen! Although you’ve probably heard of this powerful pair, Mindy and Carl hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independence. From buying a Tesla to planning for their children's futures, Mindy and Carl offer a transparent look at their lives post-FI, imparting valuable lessons along the way.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 off any course! PFC courses or PFC investing course only)
Resources mentioned on the show:
The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage by Aaron Thomas
Mindy and Carl on Ramit Sethi’s “I Will Teach You To Be Rich” Podcast
Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
21 April 2024, 10:00 am - 54 minutes 19 secondsPathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
In Part 2 of Bill and Jackie’s conversation with JL Collins, the three explore his latest book “Pathfinders” and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of starting early in investments, the pivotal moments which define one’s financial path, and the universal applicability of Collins' financial principles across different life situations. Sharing touching and motivational stories from ”Pathfinders”, they emphasize the book’s role as a beacon for those striving for financial independence, regardless of their starting point.
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 off any course! PFC courses or PFC investing course only)
Resources mentioned on the show:
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007
Sapiens: A Brief History of Humankind by Yuval Noah Harari
"Money is more open-minded than language, state laws, cultural codes, religious beliefs and social habits. Money is the only trust system created by humans that can bridge almost any cultural gap, and that does not discriminate on the basis of religion, gender, race, age or sexual orientation." -Yuval Noah Harari
JL Collins on Roman Koshovskyi's Podcast
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
14 April 2024, 10:00 am - 55 minutes 32 secondsPathfinders: Stories of Success and Financial Independence | JL Collins | 069
Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds navigating the journey toward financial freedom. Bill and official new co-host, Jackie Koski, chat with JL about the transformative power of simple yet strategic financial decisions, the significance of community, and the universal applicability of the principles of financial independence. Prepare to be inspired by tales of resilience, adaptability, and the pursuit of a life rich not just in wealth, but in fulfillment and joy. Stay tuned for part 2!
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 off any course! PFC courses or PFC investing course only)
Resources mentioned on the show:
FU Money Part 1 | JL Collins | 023
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
7 April 2024, 10:00 am - 1 hour 11 minutesDon't Miss Out On Today | Mark Ross | 068
Meet Mark Ross, a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for a fee, for free, and just for himself. Through his personal story, he highlights the importance of a growth mindset, staying curious, and building relationships.
This episode also marks a bittersweet moment as Becky says her final goodbye as co-host, but we will see her around the community. Thank you for everything, Becky!
Thank you to our sponsors:
Resources mentioned on the show:
31 March 2024, 10:00 am - 1 hour 31 minutesCatching the Wave to FI | Doug Nordman & Carol Pittner | 067
Meet Doug Nordman and Carol Pittner, a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They discuss the importance of saving, investing, and making prudent life choices, all set against the backdrop of their unique military lifestyle. Moreover, they discuss the profound impact of teaching financial literacy from a young age. Whether you're a late starter to financial independence or seeking to pave a smoother path for the next generation, this episode is packed with wisdom, humor, and inspiring stories to guide you on your journey to FI.
Resources mentioned on the show:
Look for their books at your local library in order to "try before you buy."
militaryfinancialindependence.com
The Military Guide to Financial Independence and Retirement by Doug Nordman
Redeployment Wealth Strategies
The First National Bank of Dad by David Owen
If You Made a Million by David M. Schwartz
Top Gun Finance | Stephen Heptig | 031
Mom and Dad, We Need to Talk | Cameron Huddleston | 048
Doug’s recommendations for military-friendly charities:
- Fisher House Foundation: either the national foundation (with Brian Gawne, one of my college classmates and a military retiree) or your local Fisher House at a hospital.
- Local chapters of the Wounded Warrior Program and their services for your local military veterans.
Their favorite surfing beaches:
- White Plains Beach at Kalaeloa near Kapolei (Oahu)
- Pua ‘Ena Point at Haleiwa Beach Park (north side) on Oahu
...but Mission Bay and South Ponto Beach in San Diego are also pretty good, as well as Shifting Sands Beach Club at Dam Neck in Virginia Beach.
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
24 March 2024, 10:00 am - 1 hour 10 minutesScamalot! | Paula Pant | 066
Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into the world of scams, particularly focusing on the elderly. We explore why scams are so convincing, and Paula offers practical advice for protection against scams, advocating the use of credit over debit cards for enhanced federal protection, and emphasizes the importance of vigilance in the digital age. She gives us a comprehensive guide to understanding and combating scams, highlighting the significance of cybersecurity alongside financial independence.
Resources mentioned on the show:
The Internet Crime Complaint Center
The Psychology of Money by Morgan Housel
Just Keep Buying by Nick Maggiulli
Build the Life You Want by Aurthur C. Brooks and Oprah Winfrey
17 March 2024, 10:00 am - 1 hour 20 minutesDumpster FIRE and the FIRE Brigade | Lauren Beltz | 065
Meet Lauren Beltz, an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. The three discuss topics such as the role of contentment in personal finance, necessity of an emergency fund and insurance, and tips for successful budgeting. They also touch on the concept of zero-based budgeting and the importance of a finance community for guidance and support. Overall, Lauren's personal journey and professionally garnered insights provide listeners with a practical and strategic understanding of managing finances for future security. Welcome, Lauren!
Resources mentioned on the show:
What the (Insurance) Hack? | Chris Hutchins | 058
The Surprising Lifetime Cost of Car Ownership
Roomba & JOMO | Sarah-Catherine Gutierrez | 016
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
10 March 2024, 11:00 am - 53 minutes 44 secondsOn the Road With Catching Up to FI | $lackers Part 2 | 064
To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusses his transition to retirement and Briana sheds light on how she's preparing for her future while still working full-time.
Thank you to the $lackers for sharing your stories with us!
Resources mentioned on the show:
Roger Whitney The Retirement and IRA Show Annuity Empower (formerly Personal Capital) 529 Plan Mark's Financial Literacy Course The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent by David Chilton "Start where you are. Use what you have. Do what you can." Arthur Ashe
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
7 March 2024, 11:00 am - 1 hour 2 minutesRetirement Planning Tips | Andy Panko | 063
Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one’s retirement journey. Welcome to the show, Andy!
Resources mentioned on the show:
Retirement Planning Education Website
Find Andy's FB, YT, & Podcast Here
MYGA – Multi-Year Guaranteed Annuity
SPIA – Single Premium Immediate Annuity
Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins
Social Security Made Simple | Mike Piper | 054
The Retirement Answer Man The Retirement and IRA Show NewRetirement Rock Retirement Club Advise-Only Network [email protected] Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.3 March 2024, 11:00 am - 47 minutes 6 secondsOn the Road With Catching Up to FI | $lackers Part 1 | 062
Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who started as a mastermind and now enjoy doing life together.
This week we meet Bob and Sharon, a couple who share about their transition into retirement, and Kevin, who offers insights on retirement life and the importance of health. Tune in as they discuss financial strategies, life adjustments, the value of having an accountability group, and much more.
Resources mentioned on the show:
Retire Often | Jillian Johnsrud | 043
Outlive: The Science & Art of Longevity by Peter Attia
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
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