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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.

PublishesTwice weeklyEpisodes209Founded3 years ago
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BusinessInvesting

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Artwork for Catching Up to FI

Latest Episodes

APRIL IS FINANCIAL LITERACY MONTH! What happens when you hand a room full of almost-graduates a microphone, a few $2 bills, and permission to ask the money questions most adults still avoid? In this special on-the-road episode, we take you inside the... more

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APRIL IS FINANCIAL LITERACY MONTH!

What if one passionate professor, one classroom, and a few brave money questions could change hundreds of financial lives before graduation? We head to Knoxville for a special Financial Literacy Month episode with... more

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April is Financial Literacy Month and we're starting a little early! That's because we are so excited to launch a new project called "The Great 401(k) Cleanup." What if the easiest way to boost your retirement odds this year isn't reducing your spend... more

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What if the best retirement advice didn't come from a spreadsheet—but from a real retiree saying, "I wish I'd done it sooner"? Jackie crosses over to "REAL Retirees: Uncut" for a refreshingly candid, walk through of what six years of early retirement... more

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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

Karen DeLong
Professor who invited the hosts to speak to the class
University of Tennessee, School of Agriculture
Episode: Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207
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
Adam Nash
Co-founder and CEO of a donor-advised fund
Daffy.org
Episode: A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200
Bill Yount
A dedicated DIY investor and now participant in financial independence.
Catching Up to FI
Episode: Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199
Rachael Camp
Certified financial planner and founder of Camp Wealth
Camp Wealth
Episode: The Biggest Retirement Mistake: Over Saving and Under Living | Rachael Camp & Jesse Cramer | 198
Patricia Roberts
Chief Operating Officer at Gift of College, advocate for educational savings, and author of Route 529
Gift of College
Episode: These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193
Dan Haylett
Seasoned financial planner and author of 'The Retirement You Didn't See Coming'.
TFP Financial Planning
Episode: Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192

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 528 ratings
  • Great content

    Lots of great info for those trying to catching up!

    Apple Podcasts
    5
    FIRE’d at 50
    United States10 days 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 States18 days 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 States19 days ago
  • Inspiring Financial Wisdom for Late Starters

    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

    Apple Podcasts
    5
    LoveLoveLearning
    United Statesa month ago
  • Love the AI discussion

    Really enjoying they’re talking more about AI and money along with many other fascinating and helpful topics

    Apple Podcasts
    5
    Jeffrey T 11
    United Statesa month 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
I Thought the Stock Market was Gambling, Then I Retired at 44 | Jaylynn | 203
Q: When did you realize you were financially independent, and what did you do with that realization?
He discovered FI at age 40 after researching the pension and 4% rule; rather than quitting immediately, he continued working for a year, ensured a solid plan, and then retired with a long-term strategy.
Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199
Q: How are you planning to help your kids build wealth now that you're FI?
We are looking at having them save 10% of their income to fill up their Roth IRA and we'll match their contributions.
Why This DIY Investor Finally Hired A Financial Advisor | "BiggerPockets" Crossover | 199
Q: What factors led to you having a 100% chance of success with this financial plan?
We had to drill down on our expenses and track data over the last two or three years.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Interests
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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?

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. Mile High FI Podcast
2. ChooseFI
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 209 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. Karen DeLong
2. Dr. Karen DeLong
3. Jeffrey Trull
4. Bill Bernstein
5. Adam Nash
6. Bill Yount
7. Rachael Camp
8. Patricia Roberts

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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