Catching Up to FI  Por  arte de portada

Catching Up to FI

De: Bill Yount & Jackie Cummings Koski
  • Resumen

  • A mindset, money, and life podcast for late starters catching up to Financial Independence.
    2024
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Episodios
  • The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
    May 19 2024

    In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding nature of sharing knowledge through educating and mentoring.

    🔗 Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    Thank you to our sponsors:

    Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

    Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

    Nectarine: Advice-Only Financial Advisors

    Resources mentioned on the show:

    The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William D. Danko

    EconoMe

    Live It Up Without Outliving Your Money!: Getting the Most From Your Investments in Retirement by Paul Merriman

    The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich, Free Life by JL Collins

    Dr. Bobby Talks Healthspan | Dr. Bobby Dubois | 059

    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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    53 m
  • Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
    May 15 2024

    In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the article's impact on the FIRE community, discussing its potential to both attract attention and misconstrue the movement's core values.

    🔗 Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    Thank you to our sponsors:

    Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

    Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

    Nectarine: Advice-Only Financial Advisors

    Resources mentioned on the show:

    "Your Neighbors Are Retiring in Their 30s. Why Can't You?" NYT Article

    Avocado Toast & Guardians of the Galaxy | Amy Coroso | 018

    EconoMe

    F.I.R.E for Dummies by Jackie Cummings Koski

    But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez

    Early Retirement Extreme by Jacob Lund Fisker

    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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    49 m
  • The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
    May 12 2024

    Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experiences with divorce and the insights gained therefrom, the conversation delves into the essence of achieving financial independence and living a fulfilled life. Stay tuned for part 2!

    🔗 Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    Thank you to our sponsors:

    Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

    Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

    Nectarine: Advice-Only Financial Advisors

    Resources mentioned on the show:

    403bwise

    Deferred Compensation Plans

    CalPERS (California Public Employees’ Retirement System)

    CalSTRS (California State Teachers’ Retirement System)

    Mark Trautman

    Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence by Jacob Lund Fisker

    The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William D. Danko

    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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    50 m

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