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Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126
Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial decisions that didn’t exactly follow the 'rules' of FI, and some are downright shocking… such as taking a 401(k) loan (don’t judge too soon😁). These moves may have gone against traditional FI principles, but they didn't ruin her plans or curb her enthusiasm. From her early life in poverty to building wealth through strategic saving and investing, Jackie provides a transparent look at her imperfect journey, aiming to inspire others on the path to FI. She not only shares her real numbers, but also her genuine thoughts and feelings beyond the math. Join us to learn from her experience and embrace the big takeaway that 'precision is not required' to reach your financial goals, even when you’re getting a late start. 🗣️ SHARE YOUR CONFESSION! Do you have a non-FI confession to make??? Leave us a voice message and we may just play it on a future show! Use this link to record a message from your computer or right from your phone: 📲 https://catchinguptofi.com/contact-us/#voicemail 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: 🌐Jackie's website FInomenalWoman.com 🎙️From Poverty to Wealth and Early Retirement | Jackie Cummings Koski | 007 📕Jackie's book: 'F.I.R.E. For Dummies' 📈Jackie's Investment Club through BetterInvesting.org CampFI website Watch other inspiring talks on CampFI's YouTube channel If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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29:38
Bouncing Back from Financial Setbacks | Lynnette Khalfani-Cox | 125
Lynnette Khalfani-Cox (also known as 'The Money Coach') is an icon in the financial media and financial education space. She is the author of 16 money-management books, including the New York Times bestseller ‘Zero Debt: The Ultimate Guide to Financial Freedom’. Lynette joins us on this episode to share some of the big takeaways from her latest book 'Bounce Back', offering practical and emotional guidance for those recovering from financial setbacks. She guides us on how to take on―and defeat―the most common and difficult challenges most of us face, like being downsized from a job, disasters, debt, divorce, discrimination, and more. Lynette also gets vulnerable with us, sharing her emotional stories about dealing with her own divorce and the death of her sister. 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Website Ask the Money Coach YouTube 📕Bounce Back: The Ultimate Guide to Financial Resilience 📗The Bounce Back Workbook: The Interactive Companion Guide to Bounce Back CNBC Make It: How I Achieved The Perfect Credit Score — Here's The Magic Formula I Used The Nourish Spot in NYC Charity: Big Sister Little Sister of Houston Charity: Electus Global Education (Life Hub) If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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1:04:16
“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124
Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending. 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === THANK YOU TO OUR SPONSORS === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Risk Parity Radio website 🎙️Risk Parity Radio podcast Portfolio Charts https://portfoliocharts.com/ Charity: Father McKenna Center Catching Up to FI podcast episodes: SpongeBob and Drawdown Strategies | Frank Vasquez | 044 Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106 If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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1:13:32
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
Ever felt anxious around money, or like you're stuck no matter how much you try to save? You're not alone. In this episode, we unravel all of that with Shannah Game, a leading transformational money expert helping you heal your relationship with money. Shannah is host of the popular podcast 'Everyone's Talkin' Money' and author of the new book 'Unraveling Your Relationship with Money', a step-by-step guide to breaking free from money stress, shame, and self-doubt. 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === THANK YOU TO OUR SPONSORS === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup 💵Student Loan Planner Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Everyone's Talkin' Money website 🎙️Everyone's Talkin' Money Podcast 📗 Shannah's new book: 'Unraveling Your Relationship with Money' 🥇 Reward for Purchase 🎁 (freebies) George Kinder Klontz Money Scripts The Trauma of Money Method CRASH!: Money Trauma and Recovery | Shannah Game | 057 If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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1:09:30
Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
We're pulling back the curtain on student loans with expert and founder of Student Loan Planner, Travis Hornsby. Initially impacting younger borrowers, the student loan crisis now affects those in their 40s, 50s, and even 60s. The balances are getting bigger, lasting longer and rules are becoming more complex! It can be confusing, but this episode will give you clarity and help you tackle your student loan challenges head-on. We explore smart repayment strategies, student loan forgiveness, the impact of current and future government policies and more. 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === THANK YOU TO OUR SPONSOR === 📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that’s built for your unique needs You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners Resources mentioned on the show: 💵Discount for Student Loan Planner consultation Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link 🌐 Student Loan Planner website 🎙️Student Loan Planner podcast 🗣️Travis' talk at EconoMe 2020 A Hero’s Journey: Krista & Ed, The Mother of All Case Studies! | Krista and Ed Kim | 97 📢 Charity shout out: PKP Community Centre 📣 Podcast shout out: The Struggle is Real If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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1:07:26