Catching Up to FI

Mar 09 2025 126 ep. 63 mins 270
Catching Up to FI Podcast artwork

A mindset, money, and life podcast for late starters catching up to Financial Independence.

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Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125

Mar 09 2025 64 mins  
Lynnette Khalfani-Cox (also known as 'The Money Coach') is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller ‘Zero Debt: The Ultimate Guide to Financial Freedom’. Lynette joins us on this episode to share some of the big takeaways from her latest book 'Bounce Back', offering pra

“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124

Mar 02 2025 73 mins  
Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of s

ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123

Feb 23 2025 69 mins  
Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Mo

Banishing The Burden of Student Loan Debt | Travis Hornsby | 122

Feb 16 2025 67 mins  
We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help yo

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

Feb 09 2025 63 mins  
Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to

"Mama, Are We Poor?”: a Single Mom's Millionaire Mindset | Monica Scudieri | 120

Feb 02 2025 52 mins  
Monica Scudieri started late on her financial independence journey but finished early. Her financial watershed moment was when she discovered she had $257,000 in debt. She was in serious financial despair but managed to slowly dig out. The progress she made was impressive and just ten years later, she reached financial independence. In this episode Monica shares the challenges sh

Leaning Out: Cracking the Burnout Code | Dawn Baker | 119

Jan 26 2025 53 mins  
Ever felt burnout creeping into your life? Then join us for this discussion about tackling the widespread issue of burnout with Dr. Dawn Baker, author of the book 'Lean Out'. Discover practical advice for high-powered professionals struggling with exhaustion, cynicism, and lack of motivation. Whether you're an overworked physician, a stressed corporate employee, or overloaded entr

Taking it to the Streets: Best Pro Tips for Late Starters | FinCon Attendees | 118

Jan 22 2025 12 mins  
In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for independent content creators in the personal finance space. We wish you could have been there but since we couldn't bring our audience to FinCon, we're bringing a little FinCon to you. We chatted with some of them and asked the big que

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Jan 19 2025 46 mins  
In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, 'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity i

Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116

Jan 12 2025 56 mins  
In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They believe the secret to saving money isn’t in coupons and sales, it’s in identifying what you value and pursuing it unapologetically. We chat about how value-based spending can meet higher emotional and psychological needs beyond mere