Mom and Dad, We Need to Talk | Cameron Huddleston | 048

Nov 26, 2023

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

My Other Vehicle is a 401(k)! | Diana Falck | 047

Nov 19, 2023

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

Diana has an inspiring story of persistence, diligence, and compassion. Burdened with a...

Live from Bali! | Stacking Benjamins | 046

Nov 12, 2023

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

Becky Heptig and Joe Saul-Sehy from Stacking Benjamins Podcast hosted a few of the attendees...

Year End Tax Planning | Sean Mullaney | 045

Nov 5, 2023

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...