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Mom and Dad, We Need to Talk | Cameron Huddleston | 048
Mom and Dad, We Need to Talk | Cameron Huddleston | 048

Episode 48

Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She i…

2 years, 8 months ago

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My Other Vehicle is a 401(k)! | Diana Falck | 047
My Other Vehicle is a 401(k)! | Diana Falck | 047

Episode 47

Diana Falck is a 52-year-old retired wife, stepmom to six, Glamma to six, and financial literacy advocate residing in Arizona. She is also on the sta…

2 years, 8 months ago

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Live from Bali! | Stacking Benjamins | 046
Live from Bali! | Stacking Benjamins | 046

Episode 46

Today's episode is a live recording from the FI Freedom Retreat that took place in Bali, Indonesia in October 2023. Amy Minkley organized this awesom…

2 years, 8 months ago

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Year End Tax Planning | Sean Mullaney | 045
Year End Tax Planning | Sean Mullaney | 045

Episode 45

We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial pl…

2 years, 8 months ago

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SpongeBob and Drawdown Strategies | Frank Vasquez | 044
SpongeBob and Drawdown Strategies | Frank Vasquez | 044

Episode 44

Frank Vasquez is a mostly retired lawyer with over 30 years' experience in investing for his own accounts. He holds degrees in Economics and Engineer…

2 years, 8 months ago

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Retire Often | Jillian Johnsrud | 043
Retire Often | Jillian Johnsrud | 043

Episode 43

Jillian Johnsrud is the author of "Fire the Haters: Finding Courage to Create Online In a Critical World," a blogger at montanamoneyadventures.com, a…

2 years, 9 months ago

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The Banes of Financial Independence | Camp FI Midwest Live | 042
The Banes of Financial Independence | Camp FI Midwest Live | 042

Episode 42

On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Financ…

2 years, 9 months ago

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Money for the Rest of Us | David Stein | 041
Money for the Rest of Us | David Stein | 041

Episode 41

David Stein is the host of the personal finance podcast Money for the Rest of Us. The show has over 20M downloads and reaches more than 40,000 listen…

2 years, 9 months ago

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How to Think About Money | Jonathan Clements | 040
How to Think About Money | Jonathan Clements | 040

Episode 40

Jonathan Clements is the founder and editor of the personal finance website HumbleDollar and author of nine personal finance books. Earlier in his ca…

2 years, 9 months ago

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Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039
Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039

Episode 39

We welcome back Mark Trautman of Mark's Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in f…

2 years, 10 months ago

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