Fast Times & Caddyshack | Mark Trautman | 012

Catching Up to FI - A podcast by Bill Yount & Jackie Cummings Koski - Sundays

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Mark Trautman is a community member, he was a caddy, a valet, and a mutual fund manager for 25 years and retired early at 50. He lives off his portfolio and in Crested Butte, CO. Mark lost his lovely wife to cancer two years ago. He is a financial whiz and takes us on his personal and money journey dropping knowledge bombs the entire show. From Tigger backpacks to Coca-Cola compounding to 529s you'll hear much about Mark's Money Mind!  Don't miss this one. 🔗 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 Financial Advisors Resources mentioned on the show: Mr. Money Mustache's "The Shockingly Simple Math to Early Retirement" After the Death of Your Spouse: Next Financial Steps for Surviving Spouses by Mike Piper Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins ICE Binder Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LIfe by Jordan Grumet Mark's Money Mind Ramit Sethi Brad Kontz Money Scripts Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken The Wealthy Barber: Everyone's Common Sense Guide to Becoming Financially Independent by David Chilton The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.