Catching Up to FI Podcast

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Bill Yount & Jackie Cummings Koski
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Investing Business Management Society & Culture
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4.9K - 8.1K listeners Female 4.8 rating 325 reviews 149 episodes USA
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30s Ad: $137 - $156 60s Ad: $163 - $182 CPM Category: Default
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A mindset, money, and life podcast for late starters catching up to Financial Independence.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Catching Up to FI.

Hosts

Catching Up to FI N/A Bill Jackie Unknown

Previous Guests

Jackie Cummings Koski
Jackie Cummings Koski, CFP, AFC, is a financial planner, author of 'F.I.R.E for Dummies,' and a speaker known for her expertise in financial independence and retirement planning. She shares her personal FIRE journey and provides practical advice on minimizing taxes and maximizing savings.
Sam Stovall
Sam Stovall is CFRA's Chief Strategist and a market historian known for his expertise in stock market analysis and history.
Bill
Bill is a co-host of the 'Catching Up to FI' podcast, focusing on financial independence and personal finance topics.
Jackie
Jackie is a co-host of the 'Catching Up to FI' podcast, sharing insights on mindset, money, and life for late starters aiming for financial independence.
Julien Saunders
Julien Saunders is a co-creator of rich & REGULAR and an author known for his work on financial independence and personal finance.
Kiersten Saunders
Kiersten Saunders is a co-creator of rich & REGULAR, an author, and a financial educator focused on inspiring better conversations about money.
Paul Mollenkopf
Author of 'Once Upon a FI', Paul Mollenkopf is a storyteller who uses classic tales to teach financial independence to children and families.
Amanda Mollenkopf
Co-guest on the episode, Amanda Mollenkopf is involved in sharing the story of their journey to financial independence and supporting the book's message.

Topics Discussed

tax minimization retirement planning FIRE financial independence tax strategies HSA early withdrawal RMDs tax checklist stock market history tariffs rebalance rule mid-term election federal reserve market volatility Financial Independence podcast downloads support gratitude growth money mindset Cashing Out wealth building personal finance career change family life FI fairy tales childhood stories generational conversations money analogies classic tales personal finance education

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Episodes

Here's the recent few episodes on Catching Up to FI.

0:00 1:09:03

Women Talk Taxes (Part 1) | Jackie Cummings Koski | 148

Hosts
Catching Up to FI
Guests
Jackie Cummings Koski
Keywords
tax minimization retirement planning FIRE financial independence tax strategies HSA early withdrawal RMDs tax checklist

Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. Catching Up to FI co-host and author of F.I.R.E for Dummies' Jackie Cummings Koski, CFP, AFC, turns this insightful discussion into a masterclass on trimming Uncle Sam's tab at every phase of retirement. Jackie rewinds to her own FIRE (Financial Independence, Retire Early) journey: the divorce-day "401(k) gap" that lit her savings rocket, supersizing her HSA past $200,000, and hitting FI at 49 with a 40% savings rate. Expect plain-English breakdowns, plenty of there are no dumb questions crowd chat, and Jackie's trademark mix of CFP level and girlfriend realness. Topics for the series include:

  • Age-band tax checklist (pre-55, 55-65, 65-75, 75+)
  • Separating "macro" worry (markets, policy) from micro action (what you control)
  • Early withdrawal strategies (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect)
  • Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types)
  • Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect)

This is part one of a two-part series and the second part will be aired next Wednesday (6/18/25). This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck.

Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

Visit Catching Up to FI website

Connect with us

Sign up for our newsletter

Like what you hear on Catching Up to FI? Support the show at"Buy Me a Coffee"

We love hearing from you! Record a Voice Message with your feedback or questionRecord a Voice Message with your feedback or question

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

Student Loan Planner: Get a custom student loan plan from our CFP, CFA and CSLP professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off Catching Up to FI discount, it's $495. Be sure to use this link:studentloanplanner.com/catchingup

Boldin (formerly NewRetirement):Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started:Go.boldin.com/catchingup

Personal Finance Club:Use codeCUTOFIto get$30 OFFany courseorPFC investing course only

Nectarine:Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here:catchinguptofi.com/our-partners

RESOURCES MENTIONED ON THE SHOW:(As an Amazon Associate, I earn from qualifying purchases.)

WE Wealth Collective (Facebook Group)

WE Wealth Collective is a group dedicated to empowering women to take control of their finances, cultivate abundance in every aspect of life, and live boldly on their own terms.

JackieCummingsKoski.com

F.I.R.E. For Dummies

Money Letters 2 My Daughter

Jackies EconoMe Talk

Sarah Catherine SC Gutierrez

Sarah Catherine SC Gutierrez talk at EconoMe

Official IRS Tax Code & Publications

But First, Save 10

Official IRS Tax Code & Publications

Healthcare.gov ACA Enrollment & Subsidy Calculator

72tCalc.com

Dinkytown.net



Catching Up to FI Episodes

Mind Blowing ways to Maximize Your Health Savings Account (HSA) | Jeff York | 98

Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios, Listener Questions | Jeff York | 99

72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131

Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133

Social Security Made Simple | Mike Piper | 054

Life & Taxes | Sean Mullaney | 013

Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121



If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to ourYouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

0:00 36:29

Hanging On In a Yo-Yo Economy | Sam Stovall | 147

Hosts
N/A
Guests
Sam Stovall
Keywords
stock market history tariffs rebalance rule mid-term election federal reserve market volatility

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss:

  • What stock market history tells us about the shaky situation we're in today 
  • What tariffs really have to do with the stock market and economy 
  • The 'rebalance' rule 
  • Mid-term election tailwinds 
  • Where the federal reserve fits into all of this

 

📩 Sign up for our newsletter  NEW!

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

 

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

 

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity- W!SE (Working in Support of Education)

🌐CFRA Research

📗The Seven Rules of Wall Street

📕Standard & Poor's Sector Investing

📘Stock Trader's Almanac

BetterInvesting.org

National Bureau of Economic Research

 

⏰ ‘Catching Up to FI’ Episodes referenced

Catching Up to FI in Uncertain Times | Bill & Jackie | 138

Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

0:00 7:54

🥳Celebrating 1 Million Downloads- Thank You! | Bill & Jackie | 146

Hosts
Bill Jackie
Guests
Bill Jackie
Keywords
Financial Independence podcast downloads support gratitude growth

We just hit 1 Million Podcast Downloads... that puts us in the top 1% of podcasts world wide!!! And we have you to thank 💞 This is a special message from Bill and Jackie to everyone that helped the podcast grow to this level. We are so grateful for the support and looking forward to the next million downloads with our regular Sunday episodes and occasional pop-up episodes on Wednesdays. 

🌐 Visit Catching Up to FI website 

🔗Connect with us

📩Sign up for our newsletter 

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

0:00 1:13:59

Good Times with rich & REGULAR | Julien and Kiersten Saunders | 145

Hosts
N/A
Guests
Julien Saunders Kiersten Saunders
Keywords
Financial Independence money mindset Cashing Out wealth building FIRE personal finance career change family life

In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate life before he had 'FU money,' and how Kiersten's Valentine's Day resignation collided with the pandemic. They also talk to us about: 

  • Their 15-year 'Cashing Out' career sprint
  • The power of 'Money on the Table' (think Anthony Bourdain meets FIRE)
  • The joy of raising an eight-year-old who calls 78-year-olds his besties
  • A reminder that aiming for the heart—rather than the wallet—can turn any late start into a blockbuster finale 

📩 Sign up for our newsletter  NEW!

🌐 Visit Catching Up to FI website 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

 

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

 

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity- Umi Feeds

🌐rich & REGULAR Blog

📗Cashing Out: Win the Wealth Game by Walking Away

rich & REGULAR YouTube 

rich & REGULAR YouTube Episode 199: The late starters guide to investing after 40

rich & REGULAR: Taste the Impact | The Money Behind Every Meal

Julien's talk at EconoMe Conference 

MarketWatch FIRE Starters video profiling rich & REGULAR

Invest for Better

 

⏰ ‘Catching Up to FI’ Episodes referenced

Vote Your Money: Values Aligned Investing | Janine Firpo | 139

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

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

0:00 59:30

Once Upon a FI | Paul & Amanda Mollenkopf | 144

Hosts
Unknown
Guests
Paul Mollenkopf Amanda Mollenkopf
Keywords
Financial Independence FI fairy tales childhood stories generational conversations money analogies classic tales personal finance education

Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.’ What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include:

  • The Tortoise and the Hare: A Race to Financial Independence
  • The Odd Duckling: Finding the Like-Minded
  • Jack and the Beanstalk: Magic Cards that Sprout Growing Debt
  • The Boy Who Cried Wealth: A Lesson in Stealth Wealth
  • The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage
  • Chicken Little: The Market is Falling
  • A Spending Carol: The Spirits of Spending Past, Present and Future
  • Oh, The Places You’ll Go: The Things that You’ll Do, with FI Community standing by You
 

🌐 Visit Catching Up to FI website 

🔗Connect with us

📩Sign up for the newsletter 

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup 

 

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

 

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

 

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐Once Upon a FI

📗Once Upon a FI

Charity- Freedom for FIDO

📕The Simple Path to Wealth

📘Your Money or Your Life

Go Curry Cracker

Mr. Money Mustache

JL Collins

The Retirement Manifesto

1500 Days to Freedom

Afford Anything

CampFI

 

⏰ ‘Catching Up to FI’ Episodes

Enoughness: Your Life or Your Money | Vicki Robin | 95

Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073

From Tech Stocks to Toilet Brushes: The Jensens' FI Journey | Mindy and Carl Jensen | 071

Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070

Pathfinders: Stories of Success and Financial Independence | JL Collins | 069

Scamalot! | Paula Pant | 066

Stories, Hacks, & Tribes | Brad Barrett | 021

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

Ratings

Global:
4.8 rating 325 reviews

USA

4.8 ratings 298 reviews

Australia

5.0 ratings 7 reviews

Canada

5.0 ratings 6 reviews

New Zealand

5.0 ratings 6 reviews

UK

4.8 ratings 5 reviews

South Africa

5.0 ratings 2 reviews

Ireland

5.0 ratings 1 reviews

Singapore

0.0 ratings 0 reviews