Fast Times & Caddyshack | Mark Trautman | 012
Apr 30, 2023
Mark Trautman is a community member, he was a caddy, a valet, and a mutual fund manager for 25 years and retired early at 50. He lives off his portfolio and in Crested Butte, CO. Mark lost his lovely wife to cancer two years ago. He is a financial whiz and takes us on his personal and money journey dropping knowledge...
Coins & Couch Cushions | Jennifer Allen | 011
Apr 23, 2023
Jennifer Allen, a Catching Up to FI FB community member, joins us for her first podcast! We talk about her journey to FI in her early 50s from a health scare wake-up call at 40. We touch on topics like spousal buy-in, geo-arbitrage, FI healthcare prior to Medicare, tax and income optimization in retirement, and IRMAA,...
Do Budgets Really Suck...or Not? | Bill Yount & Becky Heptig | 010
Apr 16, 2023
Bill and Becky take off the gloves and go to war. To budget or not to budget...that is the question. Bill is a "nerd light" tracker. Becky is an all-in spreadsheet nerd budgeter. This is a smackdown on what type of budget is best, styles, pros, cons, and apps. Listen to the end and find out how Bill budgeted for...
We're Talking Millions! Part 2 | Paul Merriman | 009
Apr 9, 2023
This is Part 2 of a conversation with Paul Merriman about his book We're Talking Millions! Part 1 is Episode 8. Here we talk about Dollar Cost Averaging, managing taxes, Target-date funds, Small Cap Value, rebalancing, and more. Paul is an expert on index funds and asset allocation. He is a passionate educator focused...
We're Talking Millions! Part 1 | Paul Merriman | 008
Apr 2, 2023
Paul Merriman is a retired financial advisory firm founder with over a billion dollars of assets under management when he sold his company in 2012. He is a passionate financial educator who aims to help the individual investor. Today we are fortunate to have him spend time with us talking about 12 simple ways...