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…

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…

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…

Doug & Mike catch up with the fishing phenom on location.By Doug DuBois & Mike Lettieri

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…

Doug and Mike take some time to discuss current topics while relaxing in the confines of a local party hotspot!By Doug DuBois & Mike Lettieri

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 …

Doug, Mike, & Allie are live on location with Rico Cosby at the Salted Vines. Watching a demonstration of mine detection and just hanging out with friends. The Marshall Legacy Institute https://www.marshall-legacy.org/ The Salted Vines https://saltedvines.com/ Tipsy Flamingo https://order.toasttab.com/online/thetipsyflamingo…

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…

Doug and Mike are just chillin out of a boat and discussing a few of the latest hot topics.By Doug DuBois & Mike Lettieri

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…

Doug, Mike & Allie discuss where they have been over the past two weeks. They talk and about a great even you can attend on June 2nd with the Ambassador Rico Cosby.By Doug DuBois & Mike Lettieri

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…

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…

MIke & Doug speak with a leader of Clothing our Kids and learn breaking news about a new program happening right here in our area. Clothing our Kids https://www.clothingourkids.org/ 26582 John J. Williams Highway, Suite #2, Millsboro, DE 19966 info@clothingourkids.org 302-864-kids (5437)By Doug DuBois & Mike Lettieri

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…

Mike & Doug join with the guys over at Bolts & Hoses to do a book review of Elon Mush by Walter Isaacson. https://www.amazon.com/s?k=elon+musk+walter+isaacson&crid=394IMDSWJL6DB&sprefix=elon+%2Caps%2C358&ref=nb_sb_ss_ts-doa-p_1_5 Bolts & Hoses https://www.youtube.com/@patriotboltBy Doug DuBois & Mike Lettieri

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…

Doug & Mike .... and the Asset discuss local news and the heroic actions by a acquaintance and past guest of the podcast.By Doug DuBois & Mike Lettieri

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…

Doug & Mike talk about options to fill all of the spare time that Mike has now that he has retired. They also discuss the history of the WW2 observation towers along the shore of Delaware. A little history about the towers. https://destateparks.com/wwwroot/downloads/waysides/Tower4_Standing_Guard.pdf The Wager https://www.amazon.com/Wager-Tale-Ship…

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…

Mike & Doug speak with Rico Cosby about the sales of the book and the latest happenings in the world of a Marshall Legacy Ambassador. Rico will be on location at Sister's Wine Bar on April 20, from 5 - 8 for book signings and a public invite. Sister's Wine Bar https://www.facebook.com/SistersWineBar/ www.SistersGiftStore.com 113 North Main Street B…

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…

Mike & Doug spend some time discussing some of the key events that have happened over the past few days. Unstoppable Joy Gala Hope Grows Here April 27, 2024 The Perdue Henson Junior Achievement Center 301 Tilghman Rd, Salisbury, MD 21804, USA https://www.unstoppablejoyco.org/2024-galaBy Doug DuBois & Mike Lettieri

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…

Mike & Doug check back in on Allie who is somewhere at a Regge music festival. They also discuss the American history that began right here in Sussex County Delaware. They also talk about a few good places to visit for a great date meal.By Doug DuBois & Mike Lettieri

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…

Mike & Doug speak with a leader of the Sussex county Delaware town of Millsboro about upcoming events.By Doug DuBois & Mike Lettieri

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…

Mike & Doug speak with an expert in the aerospace field in order to get to the bottom of this race to inhabit Mars.By Doug DuBois & Mike Lettieri

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…

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…

As the final steps are completed for the upcoming changes to the podcast, Fung and Shway wanted to share another popular interview that they had in dealing with a very sensitive subject. Stay tuned for the exciting changes coming to Fung & ShwayBy Doug DuBois & Mike Lettieri

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…

As Mike & Doug do some renovations to the studio for new things up and coming, we decided to look back at a very popular interview that we had with a local fishing celebrity.By Doug DuBois & Mike Lettieri

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…

Doug and Mike visit Tequila Mockingbird for a live tequila and mezcal tasting. They learn how the blue agave plant is transformed into exquisite Mexican spirit. The local Tequila Sommelier, Billy Hoover shares the complex and varied flavors of a few high end tequilas. Tequila Mockingbird 12919 Coastal Highway Ocean City, MD 21842 410-250-4424 https…

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…

Doug and Mike continue their serious interview series by speaking with Lauren Cooper from The Cricket Center in Berlin MD about their purpose and how they help victims in Worcester county MD. The Cricket Center Concerned about a child? Call the Cricket Center Abuse Hotline. 410-641-0097 https://thecricketcenter.com/ https://www.facebook.com/thecric…

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.…

Doug and Mike speak with Lauren and Billy from The Tequila Mockingbird in Ocean City Maryland about the business, the specialities that they have, and the largest Tequila library east of the Mississippi. Tequila Mockingbird https://octequila.com/ https://www.facebook.com/profile.php?id=100063762632051 https://twitter.com/octequila Range Time https:…

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…

Doug and Mike speak with Lauren and Puff from the two of the three Blues locations. They find out about upcoming events and the happenings that taking place at both the Bethany and Downtown Rehoboth locations. Bethany Blues https://bethanyblues.com/bethany-beach/ Downtown Blues https://downtownbluesrehoboth.com/ Steel Blu Vodka https://www.steelblu…