Rephonic
Artwork for Catching Up to FI
Financial Independence
Retirement Planning
Social Security
Money Trauma
Personal Finance
Debt Management
Childhood Money Stories
Retirement
Mental Health
Mike Piper
Behavioral Finance
Community Support
Oblivious Investor
Financial Planning
Charitable Giving
Late Starters In Finance
Generational Money Trauma
Retirement Crisis
Savings Rate
Bigger Pockets Money

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

PublishesWeeklyEpisodes192Founded3 years ago
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Artwork for Catching Up to FI

Latest Episodes

Bill joins Jordan 'Doc G' Grumet for a community episode on the Earn & Invest podcast. They stress-test what happens when someone asks ChatGPT: 'What should I do if I'm retiring in five years?' Bill talks about turning 60, being told he's officially ... more

YouTube

Chris Corinthian is the 'Fin Lit Guy' and knows his way around scholarships and other high-return ways to earn money for college. He joins the show to give us a masterclass on paying for college without wrecking your retirement. Chris opens with his ... more

YouTube

Rose Lounsbury likes things simple. Her specialty is helping people embrace the art of decluttering and she joins us on the show today for a New Year's reset that goes way beyond junk drawers. Rose tells us how decluttering is really about creating s... more

YouTube

Happy New Year! As we roll into 2026, organizing money becomes top of mind and one of the most common New Year's resolutions. So today on the show we have an expert with the leading money management app- Monarch Money, Rachel Lawrence. She is a Certi... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Chris Corinthian
Author, speaker, and entrepreneur focusing on financial literacy and scholarships
FinLit University
Episode: Stop Paying for College and Use These High-Return Scholarship Hacks Instead | Chris Corinthian | 189
Rachel Lawrence
Head of financial planning at Monarch Money, certified financial planner, and fintech leader.
Monarch Money
Episode: Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187
Brandon Ganch
A pioneer in the FIRE movement and founder of The Mad Fientist
The Mad Fientist
Episode: He's Back! Peek Inside The Mad Fientist's Post-FI Life & His Struggle to Spend | Brandon Ganch | 185
Trae Bodge
Shopping expert, media spokesperson, and founder of the Threadneedle Alley Foundation.
TrueTrade.com
Episode: Shopping Hacks For The Holidays | Trae Bodge | 183
Kim Hunter-Borst
Financial independence advocate who shares her journey from debt to retiring early.
Episode: Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181
Daniel Crosby
Leader in behavioral finance and economics
Orion
Episode: The Soul of Wealth | Dr. Daniel Crosby | 180
Sean Mullaney
CPA and financial planner known as the FI Tax Guy.
FI Tax Guy
Episode: Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Cody Garrett
Certified financial planner and founder of Measure Twice Financial.
Measure Twice Financial
Episode: Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Rachel Richards
Author of Money Honey Rachel, successful real estate investor who retired early and discussed her decision to step back from her business.
Money Honey Rachel
Episode: Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178

Hosts

Bill Yount
Co-host providing insights and strategies related to financial independence and investment planning.
Jackie Cummings Koski
Co-host and a Certified Financial Planner (CFP), sharing expertise on financial literacy and independence.

Reviews

4.8 out of 5 stars from 499 ratings
  • You don’t have to work forever!

    Bill and Jackie, through interviews with experts and retirees, will teach you how to retire early, even if you’re over 50 and even if you have nothing saved. Clear, concise and actionable information for everyone!

    Apple Podcasts
    5
    NeoDocJDG
    United Statesa month ago
  • Super Encouraging!

    Bill and Jackie and their guests do a stellar job of providing information and inspiration for anyone seeking to catch up to Financial Independence when it just seems impossible. The show provides living proof that for most anyone who is a late starter (for whatever reason)….”You CAN Do it!”

    Apple Podcasts
    5
    enocreprenuer
    United Statesa month ago
  • Life Changing

    If you have even an ounce of curiosity about improving your financial life start the Catching Up to FI podcast TODAY! I’m 100% serious when I tell you this will be a life changing and worth while 60 minutes of your day. I finally started to make some moves from high cost mutual funds to ETF’s and my net worth has changed drastically. Like you, maybe those terms seem like greek, but follow this path and just begin. This community is supportive and really cares about seeing you succeed. Hope to se... more

    Apple Podcasts
    5
    Nursekim71
    United States4 months ago
  • Awesome Show on FI

    I really enjoy listening to Jackie and Bill discuss FI. Both have a lot of humility and aren’t afraid to showcase their past mistakes in order to help others. This is truly a show for us slightly older people who want to leverage money in order to build a more fulfilling life. Thanks you two!

    Apple Podcasts
    5
    AwayGoalsMatter
    United States4 months ago
  • Great show, thanks!

    Thanks for all the great work filling an important gap in the FI community.

    Apple Podcasts
    5
    MPrMT
    Canada5 months ago

Listeners Say

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

Audience feedback highlights the supportive community atmosphere fostered by the hosts.
The podcast is recognized for its engaging discussions that not only cover practical financial strategies but also the emotional aspects of money management.
Listeners appreciate the show for its relatable hosts and actionable financial advice, especially for late starters in their financial journeys.
Some listeners express concerns about ad frequency interrupting the flow of content, though most appreciate the overall quality and insights shared.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

How Clutter Steals Your Time (And How to Get It Back) | Rose Lounsbury | 188
Q: What advice do you have for parents and grandparents in teaching minimalism to children?
Rose suggests setting expectations for gift giving, focusing more on experiences rather than physical items, and teaching kids to recognize when they no longer need something.
How Clutter Steals Your Time (And How to Get It Back) | Rose Lounsbury | 188
Q: Can you talk about your journey to minimalism?
Rose shared that her minimalism journey began after a particularly cluttered Christmas when she realized the burden of maintaining an excess of possessions as a working mother of triplets.
Shopping Hacks For The Holidays | Trae Bodge | 183
Q: What are some of the biggest spending fails you've seen?
People fall into a consumerism mindset, feeling they need the new season wardrobe or the latest gadgets, leading to unnecessary purchases.
Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181
Q: What financial tips would you give other late starters?
Start by looking at your income and expenses carefully, and identify what's a want versus a need in your spending.
Drowning in Debt at 48, Retired at 58: Here's How She Did It! | Kim Hunter-Borst | 181
Q: What made you realize you needed to make a change in your financial situation?
A health scare with my husband made me realize that if we got laid off tomorrow, we wouldn't be in trouble, and that fear was a powerful motivator.

Audience Metrics

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

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Frequently Asked Questions About Catching Up to FI

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

This podcast focuses on providing valuable insights and practical advice for individuals who are embarking on their journey toward financial independence, particularly those who feel like they are starting late. Through discussions with experts and personal stories shared by the hosts, the content covers various aspects of financial literacy including investment strategies, budgeting, retirement planning, and personal development. Notably, it emphasizes the importance of mental shifts and community support, ultimately aiming to inspire listeners to take action and step into a more fulfilling financial future, regardless of their starting point.

An aspect that sets this podcast apart is its clear commitment to addressing the unique challeng... more

Where can I find podcast stats for Catching Up to FI?

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How many listeners does Catching Up to FI get?

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What are the audience demographics for Catching Up to FI?

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To see how many followers or subscribers Catching Up to FI has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Catching Up to FI?

These podcasts share a similar audience with Catching Up to FI:

1. Mile High FI Podcast
2. ChooseFI
3. Afford Anything
4. Earn & Invest
5. BiggerPockets Money Podcast

How many episodes of Catching Up to FI are there?

Catching Up to FI launched 3 years ago and published 192 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Catching Up to FI?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Catching Up to FI?

Rephonic pulls ratings and reviews for Catching Up to FI from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Catching Up to FI?

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What guests have appeared on Catching Up to FI?

Recent guests on Catching Up to FI include:

1. Chris Corinthian
2. Rachel Lawrence
3. Brandon Ganch
4. Trae Bodge
5. Kim Hunter-Borst
6. Daniel Crosby
7. Sean Mullaney
8. Cody Garrett

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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