Catching Up to FI

By: Bill Yount & Jackie Cummings Koski
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  • Summary

  • A mindset, money, and life podcast for late starters catching up to Financial Independence.
    2024
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Episodes
  • Money Dates and Marriage Myths: A Financial Toolkit for Couples | Brian Page | 96

    Money Dates and Marriage Myths: A Financial Toolkit for Couples | Brian Page | 96
    Sep 15 2024
    Former award-winning teacher turned educator on financial literacy and relationships, Brian Page discusses the concept of 'Modern Husbands' and the importance of viewing marriage as a partnership. Learn about his innovative Marriage Toolkit, designed with insights from over 30 experts, and discover practical tips on managing money, home, careers, and family life in the 21st century. From navigating second marriages to conducting effective money dates, this episode is packed with valuable advice for couples looking to achieve financial harmony and a thriving relationship. 🔗Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Modern Husbands Marriage Toolkit: 60+ lessons with evidence-based ideas from 40+ of the nation’s leading experts in managing money and the home as a team. Use this link to get the toolkit for just $249 ($150 off). Abundo Wealth: Advice-Only Financial Planning for Everyone DeleteMe: Your personal data is yours again Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only Nectarine: Advice-Only 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.) Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Modern Husbands Website Modern Husbands Podcast Modern Husbands Marriage Toolkit 🕒 Time stamps: 00:00 Introduction to Modern Husbands 00:30 The Money Date Lottery Ticket 01:08 The Marriage Toolkit 02:07 Welcome to Catching Up to FI 02:30 Introducing Brian Page 02:40 Brian's Career Shift 03:32 Brian's Accolades and Personal Life 04:31 Defining the Modern Husband 05:09 Supporting Ambitious Partners 06:27 Brian's Career Transition 08:05 Personal Finance and Relationships 10:14 Brian's Upbringing and Money Memories 14:58 Early Retirement and Frugality 18:52 Becoming a Personal Finance Teacher 19:37 Financial Independence Journey 21:27 Challenges of Modern Husbands 23:01 Higher Divorce Rates in Female Breadwinner Households 27:37 John Gottman and Relationship Dynamics 28:11 Commingling Finances in Marriages 30:57 Financial Translucency: Yours, Mine, and Ours 32:43 Navigating Finances in Second Marriages 33:55 Introducing the Marriage Toolkit 44:16 The Importance of Money Dates 51:34 Engaging Your Partner in Financial Conversations 57:17 Conclusion and Toolkit Access 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.
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    1 hr and 1 min
  • Enoughness: Your Life or Your Money | Vicki Robin | 95

    Enoughness: Your Life or Your Money | Vicki Robin | 95
    Sep 8 2024

    Join hosts Bill and Jackie as they delve into a profound conversation with Vicki Robin, co-author of 'Your Money or Your Life.' Vicki discusses the concept of 'enoughness' as a spiritual practice and the fulfillment curve, offering insights into how recognizing enough can lead to a more satisfying life. The dialogue covers financial independence, the impact of societal norms, aging, and the emotional aspects of letting go. Explore Vicki's unique perspective on how living simply and investing in community can transform our lives and the world around us. This episode is a rich tapestry of wisdom for anyone seeking a deeper understanding of life's true value.

    🔗Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    Thank you to our sponsors:

    Abundo Wealth: Advice-Only Financial Planning for Everyone

    DeleteMe: Your personal data is yours again

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

    Nectarine: Advice-Only 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.)

    Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Website Your Money or Your Life Order Book- Your Money or Your Life Coming of Age Substack YouTube- What Could Possibly Go Right 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.
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    1 hr
  • Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94

    Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94
    Sep 1 2024

    Join Bill and Jackie in an engaging conversation with Vicki Robin, co-author of the best-selling book 'Your Money or Your Life'. Vicki shares her insightful philosophy on financial independence, community resilience, and the power of frugality. She discusses her journey from active community building to aging with purpose on Whidbey Island, and how she has woven herself into the fabric of her local community. This episode delves into the thought-provoking aspects of spending life energy wisely, the importance of supportive communities, and the meaningful transition of knowledge and responsibility to younger generations. Tune in to learn how Vicki has managed to align her values with her financial and personal investments and gain inspiration from her lifelong exploration of living a fulfilled life.

    🔗Connect with us

    Buy CUtFI a coffee

    Record a message for CUtFI

    Thank you to our sponsors:

    Abundo Wealth: Advice-Only Financial Planning for Everyone

    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 (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.)

    Boston Institute of Finance Personal Growth Track: Enter code catchingup to get 5% off any “Personal Growth Track” course or package

    Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) Website Your Money or Your Life Order Book- Your Money or Your Life Coming of Age Substack YouTube- What Could Possibly Go Right

    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.
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    58 mins
Economics Personal Finance
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