
A mindset, money, and life podcast for late starters catching up to Financial Independence.
| Publishes | Twice weekly | Episodes | 213 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

What if the biggest shift in your FI journey isn't hitting the number—but finally realizing you need a life plan, a tax plan, and maybe even a fiduciary teammate to help you spend it? Bill steps into the guest chair with Morningstar's Christine Benz ... more
What happens when the two co-hosts stop being polite, start being honest, and publicly debate the money moves they still don't agree on? We throw open the doors on four of our favorite friction points:
• Simple index-fund investing versus "modest ... more
What if the real reason family wealth disappears by the third generation has almost nothing to do with investing, and everything to do with what parents fail to teach at home? We sit down with Dr. Julia Myers, founder of Generational Wisdom, for a co... more
APRIL IS FINANCIAL LITERACY MONTH! What do you get when two late starters hand the mic to two twenty-somethings and let the money questions fly? In this unusually fun follow-up to the University of Tennessee classroom visit, we bring Dr. Karen DeLong... more
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Lots of great info for those trying to catching up!
The topics resonate, the advice is helpful and specific, and the cohosts are relatable! Win win win 🙌🤑
Eager to share their wisdom, open about connecting people and sharing knowledge to understand FI - just like in their podcast! I have been learning so much… specially during tax season.. info is easy to digest thanks to Jackie and Bill
As someone in my 60s, I really appreciate the Catching Up to FI podcast. Bill Yount and the team talk about financial independence in a way that feels realistic for people who didn’t start early or are still figuring things out later in life. The discussions are thoughtful, practical, and encouraging, especially for those of us working to make smart financial decisions as we approach or move through retirement. It’s refreshing to hear honest conversations that recognize it’s never too late to im... more
Really enjoying they’re talking more about AI and money along with many other fascinating and helpful topics
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #138 |
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Listeners, social reach, demographics and more for this podcast.
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Catching Up to FI centers on financial independence for late starters, weaving practical investing, budgeting, and life design into a narrative that emphasizes mindset, discipline, and community. Episodes typically blend personal journeys with expert insights from financial planners, educators, journalists, and authors, aiming to demystify FI and make early retirement or coast FI attainable for listeners who started late. Noteworthy is the recurring emphasis on emotional and behavioral factors—habits, mindset, and family finances—along with accessible, action-oriented tactics (saving rate, 529 planning, scholarships, and practical investing). The format often features candid storytelling alongside concrete advice, guest-led deep dives, and ... 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. Afford Anything | Make Smart Money Choices
5. Earn & Invest
Catching Up to FI launched 3 years ago and published 213 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. Julia Myers
2. Emilie Stewart
3. Britton Carver
4. Karen DeLong
5. Dr. Karen DeLong
6. Jeffrey Trull
7. Adam Nash
8. Bill Yount
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