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In the early days of this podcast, Steve and Becky read stories and poems plus interviewed authors. Now, they talk with people from all walks of life about their hobbies, vocations and life experiences. Becky has written several fiction series under the name Rebecca Carey Lyles and two nonfiction books under Becky Lyles. Steve likes to write poems and songs. Learn more about your Let Me Tell You a Story hosts at http://beckylyles.com/.
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No More Anger Author Kathy Collard Miller not only writes award-winning, bestselling books—more than 60 of them, she also blogs and records videos and speaks around the country and the world on subjects we all can relate to. In addition, Kathy and her husband, Larry, provide faith-based lay counseling for individuals as well as couples. https://kat…
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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…
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Meet Mindy and Carl Jensen! Although you’ve probably heard of this powerful pair, Mindy and Carl 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 achievi…
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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…
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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…
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Meet Mark Ross, 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 …
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Meet Doug Nordman and Carol Pittner, 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. Th…
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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…
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Meet Lauren Beltz, 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-b…
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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 …
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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…
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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 …
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WHY RWANDA? When we learned Bill Miller has made several trips to Rwanda, we had to ask why. In this podcast, we talk about what first caught his interest in such a beautiful but faraway country. He's been privileged to serve a school there by training teachers how to teach the children English. In turn, they've taught him how to become a better tr…
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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…
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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…
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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…
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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.…
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Christian Chapter Book Author Wendy Mattox's enthusiasm for kids and books for kids shines in this podcast. Her three series include stories about time-traveling twins, a boy who shrinks, and an animal spy team. Wendy describes her stories, which can be read in any order, as books kids love and parents trust. Wendy's website: https://www.wendyannma…
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Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique perspective on the simplicity of financial success, underscored by his simple rules - 'live below your means' and 'invest early and often.' We delve into the value of robo-advisors versus human advisors,…
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We are honored to have Manisha Thakor, author of "Money Zen," as our guest. Manisha shares her personal journey navigating the pressures of high achievement and workaholism to discover what truly matters. Through her poignant stories and insights, we delve into the meaning of "enough" in both personal finance and emotional wealth. Join us as we exp…
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Utopia Abandoned Laurie Bower joins Steve and Becky to talk about the latest book in her Utopian Series. This one is titled "Utopia Abandoned" and features a beautiful city beneath the treacherous wasteland that lies outside the dome. We talk with Laurie about the skill and research required to write dystopian fantasy and conclude with her reading …
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Mike Piper, author of the book, "Social Security Made Simple," helps Bill and Becky navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying benefits. Mike sheds light on the often overlooked aspect of spousal benefits, emphasizin…
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Matt Richter, the Financial Imagineer, is a personal finance aficionado who joins us from Basel, Switzerland to chat about playing the game of life, managing windfalls, how to live in stealth wealth, and following your Ikigai. Matt loves spending time with his family, traveling, brewing beer, and writing on his blog to share his biggest passion, Fi…
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Crimson Arches Here's your chance to hear Becky read the prologue to the second book in her "Children of the Light" series, Crimson Arches. Like Shadow Ranch, the first book in the series, this one is named after the ranch where the story is set and continues to focus on modern-day polygamy. Steve follows her reading with questions and comments sur…
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Happy Holidays from the Catching Up to FI team! Please enjoy this episode where Bill and Becky share their financial stories with Mindy Jensen and Scott Trench of Bigger Pockets Money. 🔗 Connect with us! Buy CUtFI a coffee Resources mentioned on the show: Dave Ramsey Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins W…
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Bill and Becky sit down together at Podcast Movement Live to chat about the importance of charitable giving. Giving money may seem difficult, even counterintuitive, if you're a late starter, but there are other ways to give beyond cash; you can also donate your time, talent, and even your car! Bill and Becky list a few of their favorite charitable …
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Cold Turkey, Warm Culture "Cold Turkey" follows an American schoolteacher's sometimes fun, sometimes frustrating romp through Istanbul, a metropolis bustling with welcoming, warmhearted citizens--who speak another language. Talking with the novel's author, Jodi Cowles, who experienced many of the same ups and downs when she was a foreign aid worker…
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Bill and returning guest co-host, Jackie, sit down with Jeff Opdyke to talk about raising financially savvy children as well as the pros and cons of living internationally. Jeff was born and raised in South Louisiana but grew up traveling the world and has never really stopped. He spent 17 years covering personal finance and investing for The Wall …
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Jennifer Mah 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 is in the San Diego area where she is an entrepreneurial financial coach at Your Money, Your Life Fin…
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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 Tribune, MSN, Yahoo and many more print …
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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 six-figure MBA debt for over …
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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 to get their unique and inter…
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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 the accumulation and drawdown years…
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Frank Vasquez is a mostly retired lawyer with over 30 years' experience in investing for his own accounts. He holds degrees in Economics and Engineering from the California Institute of Technology and a law degree from Georgetown University. He is extremely active in the Financial Independence community, answering questions of all types in forums a…
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Cruisin' with the Lyles We had a fun time interviewing Steve's brother, Don, and sister-in-law, Karen, about the many ocean cruises they've enjoyed. If you've ever been on an ocean cruise or hope to someday go on one, you'll enjoy their descriptions of places they've gone, sights they've seen, friends they've made, and the myriad of fun things to d…
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Jillian Johnsrud is the author of "Fire the Haters: Finding Courage to Create Online In a Critical World," a blogger at montanamoneyadventures.com, a podcaster at Everyday Courage and Retire Often, and a Life Coach. When Jillian and her husband married, they had $55,000 in debt. They also had big dreams: take mini-retirements, travel the world, and…
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On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Finance Daily, and Jordan Grumet of Earn & Invest. The hosts discuss the surprising and maybe not-so-fun sides of financial independence and how to work through them. We also hear personal stories from the p…
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David Stein is the host of the personal finance podcast Money for the Rest of Us. The show has over 20M downloads and reaches more than 40,000 listeners per episode. Prior to launching his podcast, David advised and managed assets for institutions and financial planners. He was a Chief Investment Strategist and Chief Portfolio Strategist at Fund Ev…
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Jonathan Clements is 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, where he was director of financial education for th…
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We welcome back Mark Trautman of Mark’s Money Mind. Bill and Becky chatted with Mark on episode 12 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 dive into an alternative to the 4% Rule of Thumb. We se…
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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 us! buy CUtFI a coffee Resource…
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Caroline Ceniza-Levine 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 radar. They were focused on their jobs and raising their kids in New York City…
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We take the show on the road again. Becky and Mark Trautman, 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. 🔗 Connect with us! buy CUtFI a coffee Resources mentione…
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Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial. He is a prolific contributor to the financial independence movement. Among other things, we talk to him about vetting a financial advisor in an often confusing financial services industry. Enjoy the …
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Hands of Gold Award-winning author Roni Robbins talks with us about her novel, Hands of Gold, a fictionalized account of her Jewish grandfather's immigration to America. His journey was long and arduous, and his life in the USA not easy. All too soon, he learned it's not a land of milk and honey and the streets are not paved with gold. But he was a…
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In this episode of On the Road With Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree, Mike. They are all on an Alaskan Cruise with the Rock Retirement Club, founded by a previous guest on the show, Roger Whitney, The Retirement Answer Man. 🔗 Connect with us! buy CUtFI a coffee Resour…
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Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk. He has been working in the investment world for 25 year…
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Becky and guest co-host, Mark Trautman, talk to Tony about his journey to FI and retirement while on a cruise to Alaska. This is part of a new series called On the Road with Catching Up to FI. 🔗 Connect with us! buy CUtFI a coffee Resources mentioned on the show: Rock Retirement Club The Retirement Answer Man Show Taking Stock: A Hospice Doctor's A…
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Bill & Becky chat with our first surprise mystery guest! Check it out! 🔗 Connect with us! buy CUtFI a coffee Resources mentioned on the show: TSP (Thrift Savings Plan) Grit: The Power of Passion and Perseverance by Angela Duckworth The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel Dave Ramsey Rich Dad Poor D…
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