Catching Up To FI Podcast
1) A Richer Retirement: The 4.7% Rule | Bill Bengen | 169
We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love st...Show More
2) How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now one of the youngest CFP professionals. She shares ...Show More
3) Reached FIRE At 50šš» And Hereās Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first ...Show More
4) A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166
In this crossover episode, Jackie joins the 'Wicked Pissah Podcastā, brought to you by the Financial Planning Association (FPA) of New England. She trades in the Sunday sweatshirt for her CFPĀ® blazer ...Show More
5) Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165
Ruth Henderson is the creator of āThe Happy Saver,ā a beloved New Zealand blog and podcast that brings personal finance down to earth. She transitioned from part-time work to full-time content creatio...Show More
6) Tell Your Story With A Book, Hereās How | Azul Terronez | 164
Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at āAuthors Who Lead,ā a platform dedicated to empower...Show More
7) Late Starter Real Numbers: 1.5 M ā 864 K ā And Back Again | J. C. & Bev Webber | 163
J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real numbers and how he sprinted from a net worth of ~$120k...Show More
8) From Silent Majority to Visible Voices | Bill & Jackie | 162
In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss.Ā We highlight the voice of late starters and discuss: The huge gap that 'Catching Up to FI'...Show More
9) Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161
We ā¤ļø Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. ...Show More
10) The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal i...Show More