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Benjamin Smarr Ph.D. discusses wearable tech in health research, stressing community engagement in data sharing. He explores sensors tracking temperature, heart rate, and more, noting the importance of naps for health. Smarr addresses reliability, access, and the link between sleep and conditions like dementia. He mentions ongoing research beyond t…
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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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On CNN's State of the Union, South Dakota Gov. Kristi Noem tells Dana Bash she will support Donald Trump for president even if he's convicted in his New York hush money trial. Then, Illinois Gov. JB Pritzker tells Dana that RFK Jr qualifying for the ballot in Michigan will have "little effect" on the race there. Finally, Rep. Tony Gonzales (R-TX), …
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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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On a special extended edition of CNN’s State of the Union, top Biden adviser John Kirby tells Jake Tapper that the White House doesn’t believe the “unprecedented” attack on Israel by Iran is the start of a broader regional war. IDF spokesman Col. Peter Lerner tells Jake that Israel is considering what it’s response to Iran will look like. Democrati…
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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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On CNN’s State of the Union, House Intelligence Committee Chairman Rep. Mike Turner tells CNN’s Jake Tapper that he agrees Russian propaganda has "infected” a portion of the Republican base. World Food Programme Executive Director Cindy McCain warns that “children are dying as we speak” in Gaza. And, six months after the Hamas attack, an Israeli-Am…
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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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First, how Georgia Senator Reverend Rafael Warnock balances his faith with public service. Then, Maryland Governor Wes Moore talks about how Baltimore is starting the recovery after last week’s catastrophic bridge collapse. House Speaker Mike Johnson faces growing urgency as the GOP is split over aid to Ukraine. NY Rep. Mike Lawler weighs in on the…
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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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First, Jake speaks with New York’s Democrat Congresswoman Alexandria Ocasio-Cortez about Donald Trump and his deadline to post a $464M bond in a NY civil fraud case, Speaker Mike Johnson who is facing a new revolt from House Republicans after passing the Government Funding Bill and her calling on Joe Biden to cut off military aid to Israel. Then, a…
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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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First, Dana interviews Israeli Prime Minister Benjamin Netanyahu the negotiations for Israeli hostages held by Hamas and his response to Senate Majority Leader Chuck Schumer’s call for “a new election” in Israel. Then, Speaker Emerita Nancy Pelosi joins Dana to respond to Netanyahu. They also discuss House Speaker Mike Johnson suggestion that he ma…
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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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First, Jake talks with Dem. Senator Rev. Raphael Warnock of Georgia about President Joe Biden and Donald Trump’s rallies in Georgia on Saturday. Georgia is a key battleground state for both men. Then, Jake talks with Rep. Senator James Lankford on Biden’s State of the Union address and in particular the factual assertions he made about the failed b…
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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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First, President Biden tried take on his vulnerabilities this week and flipped the script on immigration. Dana presses Homeland Security Secretary Alejandro Mayorkas on executive border action. Then, the Supreme Court announced it will arguments in April, over former president Trump’s claim of presidential immunity. Chair of the Judiciary Committee…
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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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First, Dana speaks with US National Security Adviser Jake Sullivan to discuss congress blocking aid to Ukraine, Putin’s treatment of Navalny and the news that negotiators have agreed an outline of Israel-Hamas hostage deal. Then, Governor of Texas Greg Abbott dismisses speculation about Trump VP pick, weighs in on Alabama IVF ruling and is pressed …
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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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Today Jake speaks to former Rep. Congresswoman Liz Cheney about the news of Alexey Navalny’s reported death in a Russian prison and then Trumps silence on the issue and Republican opposition to a bill that would send aid to Israel and Ukraine. Then, in a 1-on-1 interview with Rep. Senator Tim Scott talks about Trumps comments about not defending NA…
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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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First, Jake interviews Senator Marco Rubio asking questions about Trumps statements about NATO and mocking Governor Haley’s husbands absence while he is deployed in Africa, Rubio’s opposition to a bill to help Israel and Ukraine and the choice by Senate GOP to torpedo a bipartisan US border security deal. Then, a one on one interview with Former De…
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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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First, after the 3rd straight day of US strikes against Iran-backed militias in the Middle East, can America avoid a wider conflict? US National Security Adviser Jake Sullivan joins us to break down the aftermath of this retaliation. Then, with just three weeks until Republicans in South Carolina vote, Donald Trump's team says it's over. But as Nik…
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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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First, President Biden embraces tougher immigration policies and pushes for Congress to pass a bipartisan border deal. But will Republicans balk amid pressure from Donald Trump? Dana asks key negotiator Sen. Chris Murphy. Then, with both Trump and President Biden looking past the primaries to November, has the general election already begun? Former…
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First, with just 2 days before the New Hampshire primary elections, Dana and CNN Political Director David Chalian dive into our brand new CNN poll that shows a clear lead for Donald Trump. As the former President makes his final pitch to primary voters, can anyone stop him? Next, Nikki Haley turns up the heat on Trump, while he tries to undercut Ha…
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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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First Jake goes one-on-one with GOP presidential candidate Ron DeSantis, who responds to the final Des Moines Register poll showing him trailing significantly behind Trump and Haley ahead of the Iowa caucuses. Jake presses DeSantis on what a third place finish in Iowa would mean for the rest of his campaign and asks DeSantis if he underestimated Tr…
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