Roomba & JOMO | Sarah-Catherine Gutierrez | 016

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

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Rumba and JOMO are "characters" in the story of Olivia who is the heroine of Sarah Catherine Gutierrez's book: But First, Save 10: The One Simple Money Move That Will Change Your Life.  Olivia is an 18-30-year-old woman at the beginning of her financial journey, but her path is applicable to all of us late starters of any age.  SC is a friend, a certified financial planner, and sucked at math.  She is also a game changer in the financial industrial complex.  In this episode, we dive into her story, dreams, and goals.  Along the way, we talk about Cash Flow Planning, The Tax Efficient Waterfall, Women and Money, and Save, Save, Save.  You will not want to miss this episode. 🔗 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: Aptus Financial Ladysplaining Money But First, Save 10 Signed copy of Sarah Catherines' Book, But First Save 10: The One Simple Money Move That Will Change Your Life 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.