Catching Up to FI
autor: Bill Yount & Jackie Cummings Koski
Najnowszy odcinek
A Closer Look At Target-Date Funds: You Won't Believe What We Found!…
A Closer Look At Target-Date Funds: You Won't Believe What We Found!…
O tym podcaście
A mindset, money, and life podcast for late starters catching up to Financial Independence.
Odcinki
Najnowsze 20 z 248 odcinków
- A Closer Look At Target-Date Funds: You Won't Believe What We Found! | David Brown & Shaun Davies | 246 · 1 godz. 27 min · Odcinek 246Finance professors Shaun Davies, PhD, CFA and David Brown, PhD join the show to give us a look under the hood of target-date funds (TDFs). What they found may surprise you! Their…
- Financial Freedom Beyond Spreadsheets: Writing Books and Songs on FIRE | The Donegans & Monica Scudieri | 245 · 1 godz. 16 min · Odcinek 245Alan and Katie Donegan and Monica Scudieri join Bill and Jackie to explore what happens when financial survival mode finally loosens its grip and creative bandwidth comes roaring…
- 4 Phases of Retirement Explained: The Realities of Each May Surprise You! | Dana Anspach | 244 · 1 godz. 24 min · Odcinek 244Dana Anspach, CFP® and founder of Sensible Money, returns to explain why retirement isn't one long, predictable chapter, it's a series of distinct phases with different financial…
- How to Make Financial Mistakes and Still FIRE! | Doug Cunnington of Mile High FI Podcast | 243 · 1 godz. 4 min · Odcinek 243What if getting to FI has less to do with avoiding mistakes and more to do with surviving them without setting too much money on fire? Bill joins Doug Cunnington of Mile High FI…
- Debunking the Biggest Retirement Fear Tactics With Erin Talks Money | Erin Moriarity | 242 · 1 godz. 4 min · Odcinek 242Erin 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…
- Small Money Ideas That Lead To Bigger Conversations | AICPA Crossover | 241 · 46 min · Odcinek 241What 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…
- 3 Non-Employer Health Insurance Case Studies: More Choices Than You Thought | Lyndia Cunningham (Part 2) | 240 · 1 godz. 16 min · Odcinek 240Need 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…
- How to Get Health Insurance When You Retire Early | Lyndia Cunningham(Part 1) | 239 · 1 godz. 26 min · Odcinek 239What 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…
- The Hidden Truth Behind Car Buying: Fighting For Transparency Over Deception | Ray & Zach Shefska | 238 · 1 godz. 35 min · Odcinek 238Exposed! We go behind the scenes with industry experts and disrupters in the retail car-buying market, Ray and Zach Shefska. They are the powerful father-son team behind CarEdge…
- 61% of Americans Fear Outliving Their Money: Here's the Fix | Jean Chatzky | 237 · 1 godz. 7 min · Odcinek 237What if the biggest retirement risk isn't running out of money, but being too afraid to spend the money you worked decades to build? Personal finance icon Jean Chatzky joins Bill…
- The Income Trap: How Not to Become A Millionaire | ChooseFI Crossover | 236 · 1 godz. 3 min · Odcinek 236What happens when you finally reach financial independence and your brain responds with, "Great, now what?" In this special crossover from ChooseFI, Ginger turns the microphone…
- How to Build a Bulletproof 72(t) Plan: CPA Audits Jackie's Real #s | Bill Stecker (Part 2) | 235 · 1 godz. 25 min · Odcinek 235A 72(t) plan is little-known IRS provision which gives you a perfectly legal way to access your retirement money before 59½ without the 10% penalty. In this second half of the…
- Retiring Early? CPA Explains How To Use A 72(t) to Escape The 10% Penalty | Bill Stecker (Part1) | 234 · 56 min · Odcinek 234You 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…
- Vanguard Acquires Altruist: Why Fidelity & Schwab Better Look Out! | Barry Ritholtz | Bonus · 8 minWhat 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…
- Are Pensions Really Dead? The Surprising Value of Modern Pensions | Andy Panko | 233 · 1 godz. 41 minWhat 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…
- The Truth Behind Raising A Teenage Money Whiz (From The Parents Of Rishi Vamdatt) | Renu & Raag Vamdatt | 232 · 30 minAfter 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…
- This 16-Year-Old CFP Exam Passer Is Making Personal Finance "Easy Peasy" | Rishi Vamdatt | 231 · 1 godz. 2 min · Odcinek 231What if the person explaining money to your kids has already been doing it for more than half his life, and passed the CFP exam before he could legally vote? Bill and Jackie sit…
- More Bonds, James, Bonds: Rethinking Your BND Strategy (Part 2) | Frank Vasquez | Episode 230 · 51 min · Odcinek 230This is Part 2 of a 2-part Episode. Be sure to catch Part 1 that aired last week (August 2nd). What if the safest-looking retirement portfolio is actually protecting you from the…
- Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229 · 1 godz. 2 min · Odcinek 229What if bonds aren't dead at all—and we've just spent the last decade misunderstanding what job they were hired to do? Bill welcomes back Frank Vasquez, the hotdog-named…
- How to Retire at 40: Her Debt-Crushing Path to Financial Independence | Bernadette Joy | 228 · 1 godz. 10 min · Odcinek 228What if crushing your money goals has less to do with finding the perfect formula—and more to do with getting lovingly bullied into taking action today? Bill and Jackie sit down…
