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 weeklyEpisodes204Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Catching Up to FI

Latest Episodes

Today we're putting AI (Artificial Intelligence) to the test with AI money expert Jeffrey Trull. He's founder of the blog and newsletter, Money Meets AI where he shares tested prompts for your money. He joins us to sort the genuinely useful from the ... more

YouTube

What if the guy who literally wrote the book on asset allocation told you your biggest risk isn't the market…it's the person in your bathroom mirror? Neurologist-turned-market-historian William (Bill) Bernstein joins us for a fascinating conversation... more

YouTube

What if your giving plan felt as intentional and optimized as your FI plan, and just as easy to automate? In walks Daffy, the new and modern donor-advised fund that is democratizing giving! Adam Nash, co-founder and CEO of Daffy, joins us today to ex... more

YouTube

What happens when a "late-starter" ER doc finally hits FI at 60, then must figure out how to actually spend the money without blowing it—or hoarding it forever? Bill joins Mindy and Scott on the BiggerPockets Money podcast to walk through his full "c... 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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People also subscribe to these shows.

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Recent Guests

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
Ron Lieber
Your Money columnist for The New York Times and author of several books including The Price You Pay for College.
The New York Times
Episode: The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191
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

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 516 ratings
  • Woooooow for parents

    Omg, episode 189 with Chris Corinthian and then a later episode with Ron Lieber blew my mind. I went on to get both of their books. My FI optimizing brain is now inspired and ready to take on college for my 2 teens. Thank you for your excellent guests and interviewing skills.

    Apple Podcasts
    5
    M Traveling
    United States19 days ago
  • Too many “you might also like”s

    Good content but I got tired of a new episode every week of “you might also like” that I didn’t actually care about. I’d rather hear ads. Stopped following.

    Apple Podcasts
    4
    AwareInLA
    United States20 days ago
  • Great podcast. Five stars. Not a big fan of the gratuitous use of "hell" in the latest episode, hoping it doesn't continue.

    Podcast Addict
    5
    JLRider
    a month ago
  • 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 States4 months 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 States4 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196
Q: What advice do you have for late starters after reaching financial independence?
Reverse engineer your life to focus on what truly matters and avoid defining yourself by money.
Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195
Q: What could you do to help your kids graduate debt-free?
We plan to contribute about half for their college expenses, encouraging them to work part-time and seek scholarships.
Work Less, Live More: The New Paradigm of Financial Freedom | Andy Hill | 195
Q: Can you define Coast FI for somebody that might not be familiar with that?
Coast FI allows you to save and invest moderately while enjoying life today, without the pressure of extreme saving to achieve early retirement.

Audience Metrics

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

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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?

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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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. BiggerPockets Money Podcast
4. Earn & Invest
5. Afford Anything | Make Smart Money Choices

How many episodes of Catching Up to FI are there?

Catching Up to FI launched 3 years ago and published 204 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?

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What guests have appeared on Catching Up to FI?

Recent guests on Catching Up to FI include:

1. Adam Nash
2. Bill Yount
3. Rachael Camp
4. Patricia Roberts
5. Dan Haylett
6. Ron Lieber
7. Chris Corinthian
8. Rachel Lawrence

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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