Catching Up to FI

139 Episodes

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

   Published: 1/22/2025
2. Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

   Published: 1/19/2025
3. Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116

   Published: 1/12/2025
4. The pURPOSE Code | Jordan Grumet | 115

   Published: 1/5/2025
5. Weathering Financial Storms | Kristen Knapp | 114

   Published: 12/29/2024
6. FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown-Woods | 113

   Published: 12/25/2024
7. Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

   Published: 12/22/2024
8. Mr 4% is now Mr 5% | Bill Bengen | 111

   Published: 12/15/2024
9. Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

   Published: 12/8/2024
10. Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109

    Published: 12/4/2024
11. Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108

    Published: 12/1/2024
12. Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107

    Published: 11/24/2024
13. Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

    Published: 11/17/2024
14. Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105

    Published: 11/10/2024
15. Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104

    Published: 11/3/2024
16. Generosity and Smart Spending: A Family Affair | Andy Hill | 103

    Published: 10/27/2024
17. Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102

    Published: 10/20/2024
18. Wanderlust and Wealth: A Nomadic Guide to FI | Cris Gawlik | 101

    Published: 10/13/2024
19. From Zero to Hero: A Late Starter’s Guide to the Galaxy | Becky Heptig | 100

    Published: 10/6/2024
20. Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99

    Published: 10/1/2024