In this episode, Jesse Kramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should consider. Jesse is founder of the award winning 'The Best Interest' blog and podcast. He left a career as a mechanical and aerospace engineer to work with clients at a fiduciary, fee-only financial planning firm. Now, he uses those valuable engineering skills to simplify the most complex financial topics into fun explanations for his clients and his audience.

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🌐 Best Interest Blog

Best Interest Podcast

Blog Post: The Market Reacts to An Assassination Attempt

Blog Post: It’s Not Too Late: 6 Finance Tips for Older Beginners

Blog Post: NVIDIA’s Day in the Sun(flower)

Social Security Made Simple | Mike Piper | 054

Open Social Security calculator

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.

By day, Dr. Disha Spath is an internist caring for her patient’s physical and mental health. By night, my she's known as The Frugal Physician and hosts the Finding Financial Freedom podcast. In this episode, Disha shares her personal journey from financial struggles to becoming an advocate for frugality and financial independence. She also discusses the differences between frugal and cheap, the gender wage gap, and strategies to manage income disparities in relationships.

*Trigger warning: There are brief mentions of suicide in this episode.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Boomer Benefits: The nation’s leading family-owned Medicare brokers

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off

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

🌐 The Frugal Physician

Finding Financial Freedom Podcast

SPIVA® U.S. Scorecard, Year-End 2023, S&P Dow Jones Indices

“The Loser’s Game” by Charles D. Ellis, Financial Analysts Journal, Jan/Feb, 1995

“Why Lifestyle Creep is Mostly a Myth” by Nick Maggiulli, Of Dollars And Data, July 23,2024

“She makes $550K a year. Her husband makes $60K. Here is how it affects her relationship”, July 25, 2024, CNBC

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.