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

Oct 1, 2023

Today we're talking with Jonathan Clements, the founder and editor of the personal finance website HumbleDollar and author of nine personal finance books. Earlier in his career, Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal finance columnist, and six years at Citigroup,...

Sep 24, 2023

Today we are talking with Mark Trautman of Mark’s Money Mind. Bill and I chatted with Mark on episode 12 where we talked about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI.

In this conversation, we are going to...

Sep 21, 2023

For our last installment of On the Road with Catching Up to FI, Becky and co-host Mark chat with Stacey, a (p)retired fellow traveler and member of the Rock Retirement Club. Stacey graciously opens up about the challenges of moving, caring for an aging parent, and being a widow while on the path to FI. 

Connect with...

Sep 17, 2023

Today, Bill and Becky talk with Caroline Ceniza-Levine.  Caroline is one half of Costa Rica Fire.  She and her husband, Scott (the other half), both grew up in New York City and have been married for 29 years.  In their 20s and 30s, financial independence and early retirement were not at all on Scott and Caroline’s...

Sep 14, 2023

We take the show on the road again.  Becky and Mark, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's Rock Retirement Club.  These episodes were recorded in front of a live audience.  They are simply chats with people in their peri-retirement years.

Resources mentioned on the show: