
A mindset, money, and life podcast for late starters catching up to Financial Independence.
| Publishes | Twice weekly | Episodes | 244 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Erin Moriarity, the plain-English force behind Erin Talks Money, joins Bill and Jackie to unpack why retirement planning gets easier when we stop worshipping giant portfolio numbers and start thinking in income, spending, and real life. Erin traces h... more
What if the smartest financial planning move isn't a 100-page plan, but one question that makes you stop and say, "Wait... I can do that?" In this crossover with the AICPA Personal Financial Planning Podcast, Jackie puts on her professional hat for t... more
Need to figure out health insurance on your own? It's a little scary if you don't get it through an employer and too young for Medicare, but there are lots of options. In Part 2 with health insurance broker, Lyndia Cunningham, Bill and Jackie put ear... more
What if the biggest thing standing between you and early retirement isn't your savings... it's your health insurance? Bill and Jackie welcome Lyndia Cunningham of Move Health to tackle the healthcare headache that keeps so many Americans working unti... more
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Catching Up to FI is my favorite FI podcast! It’s so relatable and encouraging. Wherever you are on the FI journey, Jackie and Bill make financial independence feel attainable. Their personalities and approaches complement each other beautifully, and I always come away amused, enlightened, and inspired.
This show has been full of actionable information, which is why I prefer it to all the other FI & planning podcasts that I’ve tried. I love the inspirational & storytelling aspects of it, but hearing concrete info is why I like it so much. Bill & Becky are very welcoming & make it feel like a community, even just as a listener to the podcast. Thank you Becky for the last year- we will all miss you! Looking forward to the next iteration of the podcast.
Edit to change my review after the latest e... more
I have been listening to Jackie and Bill for a little over a year now. I am a teacher who is getting close to retirement and they have such wonderful things and guess on their podcast since they were both late starters. I love this episode about the women’s retreats and hopefully I’ll be able to attend a couple. Thank you, Jackie and Bell for all you do.
I find the show topics good but Bill continues to talk more and more. I find that he speaks 85% of the time compared to 10% for the guest and 5% forJackie. Please just ask better questions and let your guest answer. It will make for a much better podcast.
Bill and Jackie have built a fantastic platform for education on financial independence!!! Content so relative 🎉
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #79 | |
Apple Podcasts | #234 | |
Apple Podcasts | #155 | |
Apple Podcasts | #178 | |
Apple Podcasts | #38 | |
Apple Podcasts | #51 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show centers on financial independence for late starters, blending practical money moves with big-picture mindset and life design. Across episodes, guests range from CFPs and financial educators to advocates for smarter retirement options, debt payoff, philanthropy, and intergenerational wealth. Listeners can expect approachable explanations of pensions, bonds, 403(b) reform, and value-driven investing, often paired with personal stories that illustrate real-world paths to FI well after traditional retirement timelines. A notable throughline is turning complex financial decisions into actionable, sustainable strategies, with guests who combine technical expertise with a lived experience of late-start FI.
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These podcasts share a similar audience with Catching Up to FI:
1. ChooseFI | Financial Independence Podcast
2. Mile High FI Podcast
3. BiggerPockets Money
4. Afford Anything | Get Smarter With Money
5. Earn & Invest
Catching Up to FI launched 4 years ago and published 244 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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Recent guests on Catching Up to FI include:
1. Lyndia Cunningham
2. Ray Shefska
3. Zach Shefska
4. Jean Chatzky
5. Barry Ritholtz
6. Raag Vamdatt
7. Renu Vamdatt
8. Rishi Vamdatt
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