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
Bigger Pockets Money
Savings Rate

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

PublishesTwice weeklyEpisodes182Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Catching Up to FI

Latest Episodes

At 48, Kim Hunter-Borst was drowning in debt even though she had a solid New York income. Where was the money going? How did she fix it and reach early retirement by 58? We find out in this no-shame late-starter conversation that was recorded live in... more

YouTube

Dr. Daniel Crosby took a circuitous path to the world of money — starting as a psychologist and ending up as one of the most engaging voices in behavioral finance. He is Chief Behavioral Officer at Orion and author of The Soul of Wealth. Dr. Crosby g... more

YouTube

Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax p... more

YouTube

Recorded live in Bali, at the FI Freedom Retreat (the 2nd one in 2025), Jackie teams up with Doc G from the Earn & Invest Podcast. They ask the spiciest FI question of all—not 'can I retire yet?' but 'should I?' Three very different journeys take the... 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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People also subscribe to these shows.

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Afford AnythingPaula Pant | Cumulus Podcast Network

Recent Guests

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
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
Beth Pinsker
Certified financial planner, seasoned personal finance writer, and columnist with MarketWatch.
MarketWatch
Episode: What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
Dr. Brad Klontz
Financial psychologist, professor, best-selling author
Co-author of Start Thinking Rich
Episode: Money Scripts: Don't Get Scrooged! | Brad Klontz | 175
Jane Collins
Wife of JL Collins and contributor to the financial independence conversation.
Episode: First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172
Jessica Collins
Daughter of JL Collins with experience in tech sales and health/fitness career.
Episode: First Time Ever! The 2 Most Important Women in the Life of JL Collins | Jane & Jess Collins | 172
Dana Anspach
Founder and CEO of Sensible Money, a financial planning firm. She specializes in retirement planning.
Sensible Money
Episode: How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171
Carl Richards
Mindset expert and author
Author of 'Your Money'
Episode: What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170

Hosts

Bill Yount
Host of the podcast known for his dynamic and relatable discussions focused on financial independence and personal finance education, emphasizing the journey and mindset of late starters.
Jackie Cummings Koski
Co-host known for her expertise as a certified financial planner and her commitment to promoting financial literacy among underserved communities, as well as her writing for financial education.

Reviews

4.8 out of 5 stars from 483 ratings
  • 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 States3 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 States3 months ago
  • Great show, thanks!

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

    Apple Podcasts
    5
    MPrMT
    Canada3 months ago
  • My FI mentors

    I’m sure glad I found your show. You guys tell it all. The hurts the struggles and your successes. Your humility and candor keep me coming back for more. You not only deal with the how to but the mental, which is probably 95% of the game. If you can’t manage $50k you can’t manage $500k. Thank you for all you do. Tony

    Apple Podcasts
    5
    Little Guze
    United States4 months ago
  • Life Changing

    I happened upon this podcast while researching retirement and budgeting. What a blessing! The hosts, Bill and Jackie, focus on the exact topic on my brain every day - how to maximize investments after years of willful ignorance about budgeting, finance and retirement planning. After going down the rabbit hole of investment podcasts the past couple of months, Catching Up to FI has been my most trusted and valuable source of education and information. The hosts are extremely knowledgeable themselv... more

    Apple Podcasts
    5
    Bethpky
    United States4 months ago

Listeners Say

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

Listeners appreciate the informative and relatable nature of the discussions, highlighting the importance of mental and emotional aspects of financial independence.
The hosts are praised for their expertise and authenticity, with many describing the podcast as life-changing for those starting their financial journey later in life.
Some feedback mentions a desire for more balanced views on discussed topics and fewer advertisements interrupting the content.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

The Soul of Wealth | Dr. Daniel Crosby | 180
Q: How can we unwind lifestyle inflation?
We must get the vision right and understand the philosophy behind why we are unwinding our purchases in order to create a better financial future.
The Soul of Wealth | Dr. Daniel Crosby | 180
Q: What is the ultimate purpose of money?
The ultimate purpose of money varies by person, but it's generally the freedom to pursue one's own vision of the good life.
The Soul of Wealth | Dr. Daniel Crosby | 180
Q: Why did you title your book The Soul of Wealth?
I called the book The Soul of Wealth because there were two simultaneous realities: a practical reality of financial contentment and a spiritual psychological soulful reality.
What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
Q: What would be your best advice for either adult children or other family members, let's say in their 30s, 40s, 50s, who'd like to get ahead of this?
I would go to the back of my book. I have a workbook. It walks you through every step you need to take and just photocopy it, hand it to your parent and be like, okay, fill out these blanks in this form and then we'll be all set.
Live from Bali: Are They Really Retired? (Part 2) | Jackie & Doc G | 178
Q: How will you feel different if you get offered the job?
Validated. I knew I wasn't sure what my purpose was going to be after having a business-focused career.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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 provides valuable insights and discussions tailored for individuals seeking financial independence, particularly those who feel they are starting their journey later in life. Topics frequently covered include practical strategies for retirement planning, personal finance education, and financial literacy, focusing on essential aspects like the 4% rule, budgeting, and investment strategies. Unique to this show is its relatable approach, where hosts and guests share personal stories of their financial journeys, emphasizing the importance of mindset and community support, giving hope and encouragement to listeners who may feel behind in their financial goals.

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

Rephonic provides a wide range of podcast stats for Catching Up to FI. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Catching Up to FI and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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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How many subscribers and views does Catching Up to FI have?

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. Earn & Invest
4. BiggerPockets Money Podcast
5. Afford Anything

How many episodes of Catching Up to FI are there?

Catching Up to FI launched 3 years ago and published 182 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. Daniel Crosby
2. Sean Mullaney
3. Rachel Richards
4. Beth Pinsker
5. Dr. Brad Klontz
6. Jane Collins
7. Jessica Collins
8. Dana Anspach

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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