Catching Up to FI

Catching Up to FI

Bill Yount & Jackie Cummings Koski

Episodes 220
Avg. Duration 1h 4m
Activity Highly Active
Apple Rating 4.7 (365)
Since Feb 2023
Latest Episode Jun 2026

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Open to Sponsors Features Guests

Publishing Details

Schedule
Weekly
Format
Episodic
Consistency
76%
Hosting
rss.pdrl.fm

Contact & Outreach

About This Podcast

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

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Recent Episodes

Shocking Truths About Women's Financial History You Need to Know | Our Sheconomy Gameshow | 219

Jun 10, 2026 1h 36m Transcript

What if the fastest way to understand women's financial power isn't another lecture, but a trivia game that quietly reveals how recent, fragile, and still unfinished so much of women's economic…

We Found Them! Past Guests At The Women of FI Weekend | Kim H. and Lisa B. | 218

Jun 07, 2026 30m Transcript

What happens when women in the financial independence community finally get a room of their own and use it not just to talk numbers, but to unpack the invisible stuff they've been carrying for years?…

Why "One More Year" Isn't Always a Mistake | Bill, Jackie, Patrick | 217

May 31, 2026 1h 1m Transcript

What if "one more year" isn't a failure of courage. What if it's a messy, human, sometimes wise transition between the life you built and the life you're finally ready to choose? In this spontaneous,…

How to Retire Sooner and Spend More: Risk-Based Guardrails Explained | Aubrey Williams | 216

May 24, 2026 51m Transcript

What if the real danger in retirement isn't running out of money, but spending so cautiously that you accidentally work too long, live too small, and die with a portfolio that never got a chance to…

Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215

May 20, 2026 1h 3m Transcript

What if the biggest difference between someone who starts at 22 and someone who starts at 50 isn't intelligence or income, but simply the moment they finally decide, nobody's coming to save me? In…

Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214

May 17, 2026 59m Transcript

What if the thing keeping you from Financial Independence (FI) isn't your income, your portfolio, or your math. It's probably the quiet belief that you still need "one more year" when you actually…

Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213

May 10, 2026 1h 9m Transcript

You've worked twice as hard to catch up on your path to financial independence, so why leave your legacy to chance? To help keep your FI plan from going up in smoke we sit down with estate planning…

Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212

May 03, 2026 57m Transcript

What do you do when your accountant brain knows the numbers, your life blows up anyway, and the answer turns out to be halfway around the world in a weird little movement called FIRE? We head to New…

The Fog of FI: Overcoming the Fear of Quitting Your Job | "The Long View" Crossover | 211

Apr 29, 2026 1h 4m Transcript

What if the biggest shift in your FI journey isn't hitting the number—but finally realizing you need a life plan, a tax plan, and maybe even a fiduciary teammate to help you spend it? Bill steps into…

Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! | Bill & Jackie | 210

Apr 26, 2026 1h 4m Transcript

What happens when the two co-hosts stop being polite, start being honest, and publicly debate the money moves they still don't agree on? We throw open the doors on four of our favorite friction…

Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209

Apr 19, 2026 1h Transcript

What if the real reason family wealth disappears by the third generation has almost nothing to do with investing, and everything to do with what parents fail to teach at home? We sit down with Dr.…

20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208

Apr 12, 2026 1h 10m Transcript

APRIL IS FINANCIAL LITERACY MONTH! What do you get when two late starters hand the mic to two twenty-somethings and let the money questions fly? In this unusually fun follow-up to the University of…

Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207

Apr 08, 2026 45m Transcript

APRIL IS FINANCIAL LITERACY MONTH! What happens when you hand a room full of almost-graduates a microphone, a few $2 bills, and permission to ask the money questions most adults still avoid? In this…

I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206

Apr 05, 2026 36m Transcript

APRIL IS FINANCIAL LITERACY MONTH! What if one passionate professor, one classroom, and a few brave money questions could change hundreds of financial lives before graduation? We head to Knoxville…

Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205

Mar 29, 2026 1h 2m Transcript

April is Financial Literacy Month and we're starting a little early! That's because we are so excited to launch a new project called "The Great 401(k) Cleanup." What if the easiest way to boost your…

Here's What 6 Years of Early Retirement Life is Really Like | "REAL Retirees: Uncut" Crossover | 204

Mar 25, 2026 49m

What if the best retirement advice didn't come from a spreadsheet—but from a real retiree saying, "I wish I'd done it sooner"? Jackie crosses over to "REAL Retirees: Uncut" for a refreshingly candid,…

I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203

Mar 22, 2026 1h 15m Transcript

What if you were already financially independent at 40… and didn't realize it until a random pension search and a couple of podcasts blew the whole thing open? This was Jaylynn's "Surprise FI" and he…

Don't Trust AI with Your Money Until You Listen To This | Jeffrey Trull | 202

Mar 15, 2026 1h 2m Transcript

Today we're putting AI (Artificial Intelligence) to the test with AI money expert Jeffrey Trull. He's founder of the blog and newsletter, Money Meets AI where he shares tested prompts for your money.…

The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201

Mar 08, 2026 58m Transcript

What if the guy who literally wrote the book on asset allocation told you your biggest risk isn't the market…it's the person in your bathroom mirror? Neurologist-turned-market-historian William…

A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200

Mar 01, 2026 1h 14m Transcript

What if your giving plan felt as intentional and optimized as your FI plan, and just as easy to automate? In walks Daffy, the new and modern donor-advised fund that is democratizing giving! Adam…

Frequently Asked Questions

How many episodes does Catching Up to FI have?

Catching Up to FI has published 220 episodes since February 2023, covering topics in Business, Investing.

Is Catching Up to FI still active?

Catching Up to FI is currently highly active with new episodes weekly. Average episode length is 1h 4m.

How do I contact Catching Up to FI for sponsorship or guest appearances?

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