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Artwork for Catching Up to FI
Financial Independence
Retirement Planning
Personal Finance
Investing
Financial Literacy
Debt Management
Community Support
Financial Planning
Social Security
Mental Health
Budgeting
Money Management
Mindset
Behavioral Finance
Financial Education
4% Rule
Estate Planning
Fire Movement
Stock Market
Late Starters

A mindset, money, and life podcast for late starters catching up to Financial Independence.

PublishesTwice weeklyEpisodes217Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Catching Up to FI

Latest Episodes

What if the biggest difference between someone who starts at 22 and someone who starts at 50 isn't intelligence or income, but simply the moment they finally decide, nobody's coming to save me? In this crossover episode, Bill joins Joel on "How to Mo... more

What if the thing keeping you from Financial Independence (FI) isn't your income, your portfolio, or your math. It's probably the quiet belief that you still need "one more year" when you actually don't. Our guest on this episode is Aubrey Williams, ... more

YouTube

You've worked twice as hard to catch up on your path to financial independence, so why leave your legacy to chance? To help keep your FI plan from going up in smoke we sit down with estate planning and small business attorney, Allison Harrison. It's ... more

YouTube

What do you do when your accountant brain knows the numbers, your life blows up anyway, and the answer turns out to be halfway around the world in a weird little movement called FIRE? We head to New Zealand to talk with Bronwyn Candish, a chartered a... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Allison Harrison
Founder of ALH Law Group, estate planning and small business law attorney
ALH Law Group
Episode: Your FIRE Plan is Screwed Without An Estate Plan! | Allison Harrison | 213
Bronwyn Candish
Chartered Accountant, FI advocate in New Zealand
Sheppard & Ormsby
Episode: Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212
Julia Myers
Keynote and TEDx speaker, money mindset coach, founder of Generational Wisdom
Generational Wisdom
Episode: Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209
Emilie Stewart
Student, class participant
University of Tennessee, Knoxville
Episode: 20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Britton Carver
Student, class participant
University of Tennessee, Knoxville
Episode: 20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Karen DeLong
Professor of Excellence, Department of Agriculture and Resource Economics
University of Tennessee, Knoxville
Episode: 20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Dr. Karen DeLong
Professor of Agricultural and Resource Economics, University of Tennessee
University of Tennessee
Episode: I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206
Jeffrey Trull
AI money expert, founder of Money Meets AI
Money Meets AI
Episode: Don't Trust AI with Your Money Until You Listen To This | Jeffrey Trull | 202
Bill Bernstein
Neurologist turned financier, market historian, Boglehead; author
Bogle Center for Financial Literacy
Episode: The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201

Hosts

Bill Yount
Host and co-host associated with the Catching Up to FI show, often sharing personal FI journey and driving conversations with guests.
Jackie Cummings Koski
Co-host and certified financial planner who brings CFP insights, financial planning expertise, and personal FI journey to episodes.

Reviews

4.8 out of 5 stars from 532 ratings
  • Informative and Interactive

    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!!!

    Apple Podcasts
    5
    Marife K
    United States20 days ago
  • Great show!

    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.

    Apple Podcasts
    5
    Sylvia--fan!
    United Statesa month ago
  • Great content

    Lots of great info for those trying to catching up!

    Apple Podcasts
    5
    FIRE’d at 50
    United States2 months ago
  • Helpful topics!

    The topics resonate, the advice is helpful and specific, and the cohosts are relatable! Win win win 🙌🤑

    Apple Podcasts
    5
    Insideoutmaggie
    United States2 months ago
  • Met them in Person!

    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

    Apple Podcasts
    5
    Liz P Gopal
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners consistently cite practical, actionable FI guidance tailored to late starters.
The host duo's transparency and warmth are frequently highlighted as a key differentiator.
Guest lineup is a strength, with credible experts delivering relatable, real-world advice.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#71
United States/Business/Investing
Apple Podcasts
#241
United States/Business
Apple Podcasts
#120
Canada/Business/Investing
Apple Podcasts
#128
United Kingdom/Business/Investing
Apple Podcasts
#223
Canada/Business
Apple Podcasts
#60
Argentina/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Borderless FI: Starting Over At 37 After Divorce | Bronwyn Candish | 212
Q: Take us back to your origin story with money for us, please.
Bronwyn describes a childhood of budgeting constraints, scarcity, and a strong drive to build wealth, which shaped her later path into accounting and FI. She explains how early exposure to thrift and budget-mindedness planted an entrepreneurial mindset and curiosity in money management.
20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Q: What happens when you switch jobs with respect to a 401(k), and what should you do with the old balance?
Leave it where it is if possible, roll it over to a new employer's plan if accepted, or roll into an individual IRA for control; avoid cashing out due to taxes and penalties.
20 Questions from 20-Somethings About Money | Dr. DeLong, Emilie Stewart. Britton Carver | 208
Q: If you only did three things financially right in your 20s, what should those three things be?
Prioritize saving early and aggressively, increase income where possible, and minimize debt while maintaining a cushion and a plan for retirement; automate saving and leverage employer benefits like 401(k) matches to maximize long-term growth.
Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207
Q: What do you do with a 401(k) after you leave your job?
You can roll it over to an IRA, or possibly roll it into a new employer's plan if allowed; you typically keep the tax-advantaged status of the funds and avoid cashing out to prevent tax penalties and loss of growth.
I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203
Q: How did your pension affect your FI calculation and retirement decisions?
The pension value was included in the FI calculation via lump sum and annuity/payout options, and its portability allowed flexible planning, influencing the timing of withdrawals and the overall FI target.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Catching Up to FI

What is Catching Up to FI about and what kind of topics does it cover?

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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Which podcasts are similar to Catching Up to FI?

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

How many episodes of Catching Up to FI are there?

Catching Up to FI launched 3 years ago and published 217 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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What guests have appeared on Catching Up to FI?

Recent guests on Catching Up to FI include:

1. Allison Harrison
2. Bronwyn Candish
3. Julia Myers
4. Emilie Stewart
5. Britton Carver
6. Karen DeLong
7. Dr. Karen DeLong
8. Jeffrey Trull

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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