
A mindset, money, and life podcast for late starters catching up to Financial Independence.
| Publishes | Twice weekly | Episodes | 228 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

What if the smartest way to fix teacher retirement is not patching the broken 403(b) machine, but quietly building an exit ramp to something better? In this bonus conversation, Bill, Jackie, and Dan Otter keep pulling the thread on the teacher-retire... more
What if the most dangerous thing in a teacher's retirement plan isn't market volatility, it's the nice guy with free sandwiches and a terrible annuity contract? Jackie and Bill are joined by Dan Otter and Scott Dauenhauer of 403bwise, the duo who hav... more
What if the biggest risk in your portfolio isn't a crash, a recession, or even inflation, but the very human urge to believe that whatever just worked will work forever? Bill and Jackie sit down with Ben Carlson of A Wealth of Common Sense and Animal... more
What if "legacy" looks completely different when there are no kids in the picture and that difference actually unlocks a freer, more intentional version of FI? In this thoughtful crossover between Childfree Life by Design and Catching Up to FI, Dr. J... more
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I find the show topics good but Bill continues to talk more and more. I find that he speaks 85% of the time compared to 10% for the guest and 5% forJackie. Please just ask better questions and let your guest answer. It will make for a much better podcast.
Bill and Jackie have built a fantastic platform for education on financial independence!!! Content so relative 🎉
I have been a long time listener and I have more recently noticed that Bill tends to talk more than the actual guest. His lofty language, references, personal takes on the content are frequently long winded and privileged point of view that are honestly distracting. I wish he would just practice more listening than talking. I now usually fast forward when Bill speaks. Go write a book if you have so much to say. Most of it just isn’t helpful but his ego about his FI journey. A real turn off f... more
I love Bill and Jackie because of the topics that they discussed and shared to everyone especially for those of us trying to navigate retirement and investment. Their podcast is part of my morning routine while working out. I am always looking forward for the new episode. Kudos to both of you!!!
This is an inspiring and reassuring show for anyone who wants to gain back their time. I love the fact that both Jackie and Bill have different FI journeys and perspectives. I love the stories and the real numbers that are offered.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #39 | |
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Apple Podcasts | #151 | |
Apple Podcasts | #185 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show centers on financial independence for late starters, blending practical money strategies with real-life stories to show that FIRE is achievable at any age. Episodes frequently explore how to optimize retirement spending, avoid common traps (like over-optimism or lifestyle inflation), and use tools, guardrails, and open-source resources to stress-test portfolios. Guests range from financial-advisory professionals and estate planners to educators and practitioners who share actionable steps, personal journeys, and mindset shifts that help listeners rebalance time, health, and money. Notable strengths include data-driven frameworks, a welcoming community for late starters, and a willingness to interrogate conventional rules (like the... more
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These podcasts share a similar audience with Catching Up to FI:
1. ChooseFI | Financial Independence Podcast
2. Mile High FI Podcast
3. BiggerPockets Money Podcast
4. Earn & Invest
5. Afford Anything | Get Smarter With Money
Catching Up to FI launched 4 years ago and published 228 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Catching Up to FI include:
1. Afra Smith
2. Allen Mueller
3. Sarah Susanka
4. Kim Hunter-Borst
5. Lisa Burks
6. Aubrey Williams
7. Allison Harrison
8. Bronwyn Candish
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