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Mindset, Money, & Life for late starters on the journey to Financial Independence

Dec 3, 2023

Today, Bill and guest co-host Jackie Cummings Koski dive deep with Jennifer Mah! Jen is a FI enthusiast, and you can find her wit and wisdom all over many FI social media channels. She is an administrator of the Afford Anything Facebook Group and is active in the Choose FI Community locally and worldwide. Her home base...

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Nov 26, 2023

Today we're excited to chat with Cameron Huddleston, the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." Cameron is an award-winning journalist with 20 years of experience writing about personal finance. Her work has appeared in Forbes, Kiplinger’s...

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Nov 19, 2023

Today, we welcome to the show: Diana Falck! Diana is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. Diana is also on the staff of Catching Up to FI as our Facebook group administrator and social media manager. 

Diana has an inspiring story of...

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Nov 12, 2023

Today's episode is a live recording from the FI Freedom Retreat that took place in Bali, Indonesia October 2023.  Amy Minkley was the event organizer and there were approx. 45 in attendance at this event from all over the globe.

Joe Saul-Sehy from Stacking Benjamins Podcast and Becky Heptig from Catching Up To FI hosted...

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Nov 5, 2023

Today we welcome back Sean Mullaney to the show! Also known as FITaxGuy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in...

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