Catching Up to FI is a mindset, money and life show for late starters of any age on the journey to financial independence. Hosted by Dr. Bill Yount and Jackie Cummings Koski, CFP®, this show breaks down money topics without judgment. Bill and Jackie were both late starters who reached financial independence in about 10 years after they woke up. Since virtually no one else was serving late starters, they started this channel to fill that gap because the average American is a late starter.
Always remember: It’s never too late to start, It’s better late than never, and It’s always the right time to “Catch Up to FI”
New episodes are released every Sunday on YouTube and your favorite podcast player. Be sure to subscribe to be notified of new shows.
📌 Our content is for general education and information purposes only. We aren’t providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
Catching Up to FI
We are honored and humbled to share with our audience that Catching Up to FI has won a Plutus Awards. Many thanks to our audience.
The Plutus Awards recognize independent financial educators and content creators who are consistently moving the conversation around money forward, making a lasting impact on their community, and amplifying voices that deliver insight and inspire positive changes.
3 weeks ago | [YT] | 37
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Catching Up to FI
Would you attend a talk by this presenter with this title and description?
I am jumping into public speaking on topics like this that I am passionate about. As part of a mastermind for new speakers, I have been asked (required!:)) to post this information on my social channels and solicite/crowdsource feedback to make it better. I am the founder and cohost of Catching Up to FI, a mindset, money and life podcast and platform for "late starters" of any age who wake up and want to start their journey to Financial Independence (FI).
Soooo, have at it! I appreciate any and all of your comments - the good, the bad, and the ugly.
Bill Yount Plutus Impact Presentation/Competition
Title: STAT! From the Money “Pitt” to Financial Freedom: Transform Your Money Story at Any Age
Description: Do you feel that you are trapped in a money “Pitt”? Do you think that you are too old and hopelessly late to start saving and investing money? Are you sure that you will never reach Financial Independence (FI) and be able to retire?
The “Shockingly Simple Math” Behind (Early) Retirement” is universal. The timeline to freedom, if you do the work and stay the course, will be virtually certain. The journey will be bumpy, not easy, and uniquely yours.
Today, Bill Yount, MD, financial expert and founder and co-host of the award winning podcast Catching Up to FI, will tell four stories of “late starters” just like you. They have all achieved multi-million dollar “comebacks” to retirement. Why they woke up, their “numbers”, and financial journeys are unique. In this presentation, he will give you one simple tool that they all used to reach their destination. Today, you will take one critical action to change your life forever.
Always remember, “it is never too late to start, better late than never, and always the right time to ‘catch up to FI together’”!
3 weeks ago | [YT] | 7
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Catching Up to FI
Cohost Jackie at the 2025 Bogleheads Conference. Awesome talk!
3 weeks ago | [YT] | 0
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Catching Up to FI
April is Financial Literacy Month! Check out how this college professor is making sure her students learn about money before they graduate.
1 month ago | [YT] | 3
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Catching Up to FI
✨ THE GREAT 401(k) CLEANUP ✨
Is your 401(k) a frustrating mess? Well I’m frustrated for you, so I stopped complaining and finally put together this independent, step by step guide on how to clean it up! The podcast walks you through every step with me and my cohost Bill Yount, and the guide is free to download (in the show notes) for future reference.
1 month ago | [YT] | 0
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Catching Up to FI
Today, we’re thilled to have the legendary Bill Bernstein join us on Catching Up to FI !
He is a Neurologist turned Market Historian and author.
During our interview he shares his take on today’s market and the 5 investing hurdles he says you can’t ignore. And we cover a whole lot more!
2 months ago | [YT] | 0
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Catching Up to FI
Andy shares his real numbers as he walks us through how to escape the corporate grind like he did! He’s been “Coast FI” for years and his new book “Own Your Time” shares how you can get there too ➡️ a.co/d/0hLriP0x
2 months ago | [YT] | 0
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Catching Up to FI
This will change your mind about how to pay for college! So much scholarship and grant money out there and Chris give you all the hacks!
2 months ago | [YT] | 2
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Catching Up to FI
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https://youtu.be/7iJNpqnj1ko?si=NV-mv...
2 months ago | [YT] | 1
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Catching Up to FI
Mad Fientist is a family man now with a wife and 2 kids! Hear how his thinking has changed…
4 months ago | [YT] | 1
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