Meet David and Stephen Baughier, twin brothers and prominent figures in the Financial Independence community. David, a 20-year Navy veteran and founder of Fiology, and Stephen, creator of CampFI, share their financial journeys from early money lessons to becoming community leaders. David, Stephen, Bill, and Jackie discuss the impact of life events,…

Welcome to another insightful episode of the Build Idaho Podcast! This week, we delve into the visionary world of Haven Idaho with the co-founder, Tanner Verhoeks, a trailblazer in real estate development. Discover how Haven Idaho goes beyond just the technicalities to focus on creating responsible progress. We explore their unique approach to aski…

Today we dive deep into the stock market with special guest, Brian Feroldi. As a financial educator, YouTuber, and author of “Why Does the Stock Market Go Up?”, Brian shares his wisdom on the long-term growth of the S&P 500, the significance of stock market indices, and the nuances of volatility and investment strategies. Bill, Jackie, and Brian di…

Have you ever wondered how you can maximize your home’s value? Join us today for our third episode of the Build Idaho Podcast where we sit down with Jeremy Morgado the local Franchise Owner of ReUp Living. ReUp focuses on “increasing your home value by remodeling it with no risk before selling. No upfront costs, pay at closing and only once your ho…

Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends. Learn about the transformative…

Send us a Text Message. My guest today, Marc Adams, is the author of a book by the same title and has spent nearly four decades deep in the trenches of business and entrepreneurship. His extensive experience, from a career in corporate life to setting up his own business, has given him a unique perspective on the ups and downs of life as an entrepr…

Have you ever wondered about the man behind the curtain? Well, join us today as we sit down with the mayor of Eagle, Brad Pike. We’ll discuss everything from upcoming communities, and community safety solutions, and learn a bit more about the mayor himself! If you’re interested in moving to the Eagle area or are already a longtime resident, this ep…

Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculators. Chris, Bill, and Jackie ch…

Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get…

Have you ever wondered what the most successful furniture store in Boise does to stand out from the crowd? Welcome to the first-ever episode of the Build Idaho Podcast! In this exciting debut, we interview Jon Jensen, the General Manager of RC Willey, a leading regional furniture store. Jon shares the latest trends in home furnishings and appliance…

Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal finance YouTuber. He shares his journey from being $105,000 in student debt to achieving financial security and discovering the Financial Independence movement. Tae chats with Bill and Jackie about his e…

Send us a Text Message. This podcast is for entrepreneurs, reverse engineering the formula for successful scale, sale, and exit—inspired conversations with world-class entrepreneurs and the specialists who support them. I came up with that strapline when I launched the pod a couple of years ago, as that’s exactly what I wanted to create—a resource …

Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two! 🔗 Connect with us Buy CU…

Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron s…

Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (U…

Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financ…

Send us a Text Message. This podcast is for business owners and entrepreneurs - reverse engineering your way to success through inspiring conversations. And the conversation you're about to hear is truly inspiring. I'm conscious that many of the guests I've had on the podcast over the last couple of years have shared stories of incredible success. …

Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and …

Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-fa…

Send us a Text Message. Joanna Jensen is the founder of Child's Farm, the hugely successful baby and child skincare company that was recently sold for £40m. This is one of the most inspiring conversations I’ve had since we launched the podcast. Joanna is a fabulous storyteller, and her enthusiasm is infectious! Hers is an amazing story of grit, res…

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing…

In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding na…

Send us a Text Message. Welcome back to the Bulletproof Entrepreneur podcast, where we delve into the minds of experienced entrepreneurs and uncover their secrets to success. I’m your host, Alan Smith, and I’m really excited to bring you my conversation with today’s guest, Alexis Sikorsky. Alexis is an entrepreneur who built a software business fro…

In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the articl…

Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experience…

He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete’s most impactful articles (listed below), highligh…

Send us a Text Message. If you’re a business owner who plans to sell your business one day, this episode is essential listening. Picture this: You've poured years of your life into a business, helping to build it from the ground up, and then the business is sold. As a result, you receive a seven-figure sum, and you’re financially secure. Or at leas…

In celebration of Financial Literacy Month, Tim Ranzetta, co-founder of NextGen Personal Finance, chats with Bill and Jackie on the transformative power of teaching personal finance to students. Discussing stats, stories, and strategies, this episode covers everything from the ripple effects of financial literacy to state-level advocacy for require…

Although you’ve probably heard of this powerful pair, Mindy and Carl Jensen hop onto our show to share their personal journeys to financial independence and beyond. The Jensens discuss their experiences with podcasting, real estate investing, individual stock investments, and the lifestyle adjustments they've made after achieving financial independ…

Send us a Text Message. Peter Cowley is one of Europe’s best-known angel investors and active supporters of entrepreneurship. He studied computer science at Cambridge and founded his first company in 1984. Since then, he’s launched no less than 12 companies, some of which he exited from successfully, some of which failed, and one that is still goin…

In Part 2 of Bill and Jackie’s conversation with JL Collins, the three explore his latest book “Pathfinders” and unravel the powerful narratives that underscore the ethos of financial independence. The trio discuss various topics such as the significance of starting early in investments, the pivotal moments which define one’s financial path, and th…

Welcome back, JL Collins! Affectionately known as the Godfather of FI, Collins returns to discuss his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence" which explores real-life stories of individuals from diverse backgrounds navigating the journey toward financial freedom. Bill and official…

Mark Ross is a retired executive and a rewired encorepreneur. Mark shares his journey from a traditional career into retirement and how he shaped a fulfilling post-retirement life through diversifying his interests, categorizing his work into things he does for a fee, for free, and just for himself. Through his personal story, he highlights the imp…

Doug Nordman and Carol Pittner are a financially-savvy father-daughter duo who take us on their money journey as a family. From learning about money management through unique family practices like the “Bank of Carol,” to achieving financial independence, Doug and Carol share the milestones, strategies, and setbacks of their financial journeys. They…

Send us a Text Message. I’m pleased to share a fascinating conversation I had recently with Jeremy Harbour, one of the most successful and experienced entrepreneurs around. Jeremy is a born entrepreneur who started selling jeans, watches, and even Cadbury creme eggs at age 11! He left school at 15 and has gone on to build, buy, and sell multiple co…

Paula Pant is the creator and host of the Afford Anything podcast. She is also a writer, speaker, and media commentator on financial independence, real estate investing, money management, and financial literacy. Today Paula joins us to dive deep into the world of scams, particularly focusing on the elderly. We explore why scams are so convincing, a…

Lauren Beltz is an engineer turned personal finance enthusiast who shares her insights on budgeting and financial independence with Bill and Becky. The three discuss topics such as the role of contentment in personal finance, necessity of an emergency fund and insurance, and tips for successful budgeting. They also touch on the concept of zero-base…

In a bonus discussion cut from our 2024 Oscars Special, Jeff Jensen reads a prepared essay comparing Alexander Payne's nominated film The Holdovers to the 1970s films that inspired it.By Jeff Jensen, Daniel Long, Jeremy Bear

To wrap up this installment of On the Road with Catching up to FI, Becky and Mark chat with Vince and Briana from their $lackers group. Vince discusses his transition to retirement and Briana sheds light on how she's preparing for her future while still working full-time. Thank you to the $lackers for sharing your stories with us! 🔗 Connect with us…

Send us a Text Message. Let me set the scene by telling you that one of my all-time favourite TV shows is "Succession”. It's a fascinating tale of a wealthy family wrapped up in the complexities of their business empire led by the founder and patriarch, Logan Roy, brilliantly portrayed by the actor Brian Cox. If you haven't watched it yet, I highly…

In the 2024 edition of the Freshman Fifteen Oscar Specials, Jeremy and Daniel are once again joined by Jeff Jensen for a spoiler-free discussion of the year's Best Picture nominees. Following a lengthy deep-dive into the 10 films in question, the three hosts submit their personal ranking of each film nominated, from least to most deserving of the u…

Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved en…

Meet the $lackers! Becky and guest co-host, Mark Trautman, introduce us to this fun-loving and world-traveling group made up of individuals who started as a mastermind and now enjoy doing life together. This week we meet Bob and Sharon, a couple who share about their transition into retirement, and Kevin, who offers insights on retirement life and …

Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Sec…

Send us a Text Message. Let me start by sharing some statistics with you, which I find rather shocking. 90% of SMEs are unsellable 50% close down for zero value Only one in 2,000 are sold for the full market value. It was today’s guest, Christine Nicholson, who shared that data with me, and as awful as the numbers are, the good news is that she’s d…

This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she’s stepping down from the podcast next month in order to pursue other aspirations during her go-go years of retirement as well as spend more time with her grandkids. While she may not be asking questions on the podcast, be sure t…

Dr. Bobby Dubois is a Harvard graduate and physician-scientist who joins Catching Up to FI to talk about the six components of functional health: exercise, sleep, nutrition, mind-body work, exposure to hot and cold, and social relationships. Dr. Dubois takes us through each of these areas, sharing palatable advice backed by scientific evidence. Thi…

Send us a Text Message. Alex Chisnall is the creator and host of one of the UK’s leading podcasts called Screw It Just Do It and is now a highly successful entrepreneur in the content creation space. The name of his podcast is a reference to the time he spent working at Virgin and observing his then-boss, Sir Richard Branson, at close quarters. Scr…

Chris Hutchins is an experienced life hacker and financial optimizer. Chris chats with Bill and Becky about his treasure trove of hacks, bringing attention to ones that deal specifically with insurance. From auto to property, and term life to travel insurance, Chris shares valuable tips and insights on how to manage these policies more efficiently.…

Find Shannah on Instagram and TikTok @shannahgame 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only…