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 weeklyEpisodes170Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Catching Up to FI

Latest Episodes

We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love story and how they met, before getting into his new ... more

YouTube

The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now one of the youngest CFP professionals in the US. She shares how she became money savvy so early and ... more

YouTube

Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first in the FIRE (Financial Independence, Retire Early)... more

YouTube

In this crossover episode, Jackie joins the 'Wicked Pissah Podcast’, brought to you by the Financial Planning Association (FPA) of New England. She trades in the Sunday sweatshirt for her CFPĀ® blazer but still stays true to openly sharing her fascina... 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

Emma Von Weise
Certified financial planner and associate wealth advisor
Focus Partners Wealth
Episode: How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
Darrow Kirkpatrick
Retired civil and software engineer, founder of the blog Can I Retire Yet?
Can I Retire Yet?
Episode: Reached FIRE At 50šŸ‘‰šŸ» And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Jackie Cummings Koski
Certified Financial Planner, author of FIRE for Dummies
Financial Planning Association of Southwestern Ohio
Episode: A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166
Ruth Henderson
Creator of The Happy Saver, a personal finance blog and podcast in New Zealand
The Happy Saver
Episode: Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165
Azul Terronez
Wall Street Journal and USA Today bestselling author, co-founder and lead coach at Authors Who Lead.
Authors Who Lead
Episode: Tell Your Story With A Book, Here’s How | Azul Terronez | 164
JC Webber
A late starter who transitioned from military to tech, retired early, and shares his financial journey.
Episode: Late Starter Real Numbers: 1.5 M āžœ 864 K — And Back Again | J. C. & Bev Webber | 163
Beverly Webber
Co-host and partner of JC, sharing her experiences and financial journey alongside JC.
Episode: Late Starter Real Numbers: 1.5 M āžœ 864 K — And Back Again | J. C. & Bev Webber | 163
Dr. Resa E Lewiss
Medical doctor and author
The Visible Voices Podcast
Episode: From Silent Majority to Visible Voices | Bill & Jackie | 162
Lisa B
Single mom and nurse who transitioned to a teaching position.
Episode: Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161

Hosts

Bill Yount
Co-host with a focus on personal finance and emotional aspects of financial independence, reflecting on his own late-start journey to financial literacy.
Jackie Cummings Koski
Co-host and author with a strong focus on financial education and women empowerment related to financial independence.

Reviews

4.8 out of 5 stars from 472 ratings
  • Great show, thanks!

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

    Apple Podcasts
    5
    MPrMT
    Canada24 days 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 Statesa month 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 States2 months ago
  • Thoughtful Questions

    Thoughtful questions and insightful analysis for those on the way to FIRE at any age.

    Apple Podcasts
    5
    seedpodscatteringgirlnm
    United States2 months ago
  • Used to be a Favorite

    Since Becky left content is not as good and easy to digest. The focus has definitely gotten away from the ā€œlate startā€ to bad was a great podcast

    Apple Podcasts
    2
    Health 3567
    United States2 months ago

Listeners Say

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

Some feedback mentions a desire for fewer advertisements throughout the episodes, though the content quality is generally praised.
Listeners appreciate the emphasis on actionable insights for late starters in their financial journeys.
The show is highly recommended for its deep dives into complex financial topics, particularly for individuals feeling behind in their financial planning.
The hosts are seen as relatable, knowledgeable, and supportive figures in the personal finance space.

Chart Rankings

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

Apple Podcasts
#81
United States/Business/Investing
Apple Podcasts
#238
United States/Business
Apple Podcasts
#163
Canada/Business/Investing
Apple Podcasts
#166
United Kingdom/Business/Investing
Apple Podcasts
#233
Canada/Business
Apple Podcasts
#140
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Reached FIRE At 50šŸ‘‰šŸ» And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Q: How do we structure drawdown differently from accumulation?
I've followed an ad hoc approach without a set formula, trying to balance selling assets without trying to predict the market.
Reached FIRE At 50šŸ‘‰šŸ» And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Q: What was your number? Were you making gobs of money?
It wasn't a super flashy career; we lived frugally and saved diligently, enough that I could retire comfortably.
Reached FIRE At 50šŸ‘‰šŸ» And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Q: Did you suffer from the one more year, two more year syndrome? How did you manage that? Was the math enough?
I did suffer from that a little bit. By 2011, my financial knowledge had increased and my readiness to leave the corporate job was at an all-time high.
Reached FIRE At 50šŸ‘‰šŸ» And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Q: So Darrow, you retired at 50. Why?
I did not enjoy my corporate job towards the end, and outdoor sports always brought me to life. I wanted more time for that.
How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
Q: Can you explain the importance of financial mentoring for young adults?
Emma discussed how mentoring is essential for young adults, particularly in navigating personal finance, to avoid common pitfalls.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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?

Focusing on the unique journeys of late starters, this podcast provides resources and discussions aimed at achieving financial independence. Episodes cover a range of personal finance topics, including financial literacy, investment strategies, and the emotional aspects of money management. Listeners can expect insights from both hosts and expert guests who share their experiences and advice, encouraging a supportive community for those who may feel they are behind in their financial journeys. Noteworthy elements include discussions on mini-retirements, women's financial empowerment, and practical strategies for overcoming common financial setbacks.

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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. Two Sides of FI
4. Earn & Invest
5. Afford Anything

How many episodes of Catching Up to FI are there?

Catching Up to FI launched 3 years ago and published 170 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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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?

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What guests have appeared on Catching Up to FI?

Recent guests on Catching Up to FI include:

1. Emma Von Weise
2. Darrow Kirkpatrick
3. Jackie Cummings Koski
4. Ruth Henderson
5. Azul Terronez
6. JC Webber
7. Beverly Webber
8. Dr. Resa E Lewiss

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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