Catching Up to FI
Bill Yount & Jackie Cummings KoskiA mindset, money, and life podcast for late starters catching up to Financial Independence.
| Publishes | Twice weekly | Episodes | 236 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
You won't find a more comprehensive resource on the topic of 72(t) plans and substantially equal periodic payments (SEPP). This little-known IRS provision gives you a perfectly legal way to access your retirement money before 59½ without the 10% pena... more
What happens when one of investing's original disruptors buys one of the industry's newest disruptors? Barry Ritholtz thinks investors may be the biggest winners and Bill and Jackie dig into why. This special breaking-news is an excerpt from an upcom... more
What if that old pension you barely think about is secretly one of the most valuable assets in your retirement plan? Bill and Jackie welcome back financial planner and educator, Andy Panko for a deep dive into the increasingly rare (but far from exti... more
After Rishi Vamdatt's conversation with Bill and Jackie, his parents Renu and Raag step out from behind the scenes to share how their son became the 16-year-old financial educator behind Easy Peasy Finance. They believe raising a financially savvy ki... more
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- Wow
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.
Apple Podcasts5IB Teach
United States3 months ago - Bill talks too much
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.
Apple Podcasts1esh1manUnited States3 months ago - Great stuff
Bill and Jackie have built a fantastic platform for education on financial independence!!! Content so relative 🎉
Apple Podcasts5LgobpUnited States3 months ago - Let the guest speak!
I have been a long time listener and I have more recently noticed that Bill tends to talk more than the actual guest. His lofty language, references, personal takes on the content are frequently long winded and privileged point of view that are honestly distracting. I wish he would just practice more listening than talking. I now usually fast forward when Bill speaks. Go write a book if you have so much to say. Most of it just isn’t helpful but his ego about his FI journey. A real turn off f... more
Apple Podcasts2FI@55United States3 months ago - Informative and Interactive
I love Bill and Jackie because of the topics that they discussed and shared to everyone especially for those of us trying to navigate retirement and investment. Their podcast is part of my morning routine while working out. I am always looking forward for the new episode. Kudos to both of you!!!
Apple Podcasts5Marife KUnited States4 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #95 | United States/Business/Investing |
Apple Podcasts | #138 |  United Kingdom/Business/Investing |
Apple Podcasts | #201 |  Australia/Business/Investing |
Apple Podcasts | #87 |  Argentina/Business/Investing |
Apple Podcasts | #176 |  Denmark/Business/Investing |
Apple Podcasts | #191 |  New Zealand/Business/Investing |
Talking Points
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Audience Metrics
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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 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.
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. ChooseFI | Financial Independence Podcast
2. Mile High FI Podcast
3. BiggerPockets Money Podcast
4. Earn & Invest
5. Afford Anything | Get Smarter With Money
How many episodes of Catching Up to FI are there?
Catching Up to FI launched 4 years ago and published 236 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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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. Raag Vamdatt
2. Renu Vamdatt
3. Rishi Vamdatt
4. Frank Vasquez
5. Bernadette Joy
6. Dan Otter
7. Scott Dauenhauer
8. Ben Carlson
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.