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How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171
If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without drama—that’s the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn “build-your-own paycheck” into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together they demystify: Tax Pitfalls Timing Social Security Asset Allocation and Location Why Most Retirees Underspend The big takeaway: document the plan, automate the paycheck, and give yourself permission to enjoy the “go-go” years—because money’s job is to fund a life, not gather dust. 📩 Sign up for our newsletter (NEW!) 🌐 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 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. 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 current deals and discounts from 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.) Charity: Freedom for Fido 🌐The Retirement Manifesto 📘 Keys to a Successful Retirement 🌐 Sensible Money Sensible Money YouTube 📕 Control Your Retirement Destiny 📗 Social Security Sense 📄 Dana’s breakdown of OBBBA 📄 Retirement Red Zone: Rethinking Your Investment Strategy ⏰ ‘Catching Up to FI’ Episodes Hard & Soft Sides of Retirement | Fritz Gilbert | 019 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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1:21:42
What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170
Carl Richards is one of the leading voices when it comes to money and emotions. For over a decade, he was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. He joins us to ask the question that instantly ties our brain in knots: 'What is money, really?' From there, he discusses: Why we unknowingly organize life around money and work Why 'enough' is a way of being (not a number) How we keep handing money jobs it can't do—like self-worth, love, and happiness Come for the doodles; leave with a gentler, saner way to align your calendar, your checkbook, and your life. 📩 Sign up for our newsletter (NEW!) 🌐 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 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup For a full list of current deals and discounts from 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.) 🌐 BehaviorGap.com 📗 Your Money: Reimagining Wealth in Simple Sketches 📕 The Behavior Gap 📘 The One-Page Financial Plan 50 Fires Podcast ⏰ ‘Catching Up to FI’ Episodes Enoughness: Your Life or Your Money | Vicki Robin | 95 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/32726312 Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 https://directory.libsyn.com/episode/index/show/965474e8-0ed6-4527-a513-26a270f7ae31/id/32726267 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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A Richer Retirement: The 4.7% Rule | Bill Bengen | 169
We are welcoming back the man behind the most debated number in retirement, Bill Bengen- this time with a special appearance from his lovely wife, Barbara. We take a brief detour to hear their love story and how they met, before getting into his new book, 'A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More'. He joins us in this episode to: Break down the primary goals of the book Help you understand what’s required to create and manage a successful personal retirement withdrawal plan Step us through all the tools required to make your money last your entire lifetime 📩 Sign up for our newsletter (NEW!) 🌐 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 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup For a full list of current deals and discounts from 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.) 🌐 Bill Bengen 📘A Richer Retirement Charts and Tables from ‘A Richer Retirement’ ⏰ ‘Catching Up to FI’ Episodes Mr 4% is now Mr 5% | Bill Bengen | 111 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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How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now one of the youngest CFP professionals in the US. She shares how she became money savvy so early and what influences impacted her the most. She isn’t here to judge the rest of us who started late, but to help us make up for lost time—with humor, heart, and practical advice that meets you exactly where you are. In this episode, we discuss: Emma's money story and early financial literacy The spark that led to a career in financial planning at such a young age Why she is an old soul that just loves working with retirees Modern day Continuing-Care Retirement Communities 📩 Sign up for our newsletter (NEW!) 🌐 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 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 🆕Big changes with student loans in the new budget bill that just passed. Get help from the experts at Student Loan Planner, all CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup For a full list of current deals and discounts from 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.) Charity: 3rd Decade 🌐 Focus Partners Wealth 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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1:10:57
Reached FIRE At 50👉🏻 And Here’s Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first in the FIRE (Financial Independence, Retire Early) space and focuses on the personal finance needs of anyone who is thinking about retirement or early retirement. He joins us for a deeply human masterclass on retiring, drawing down without drama, and pursuing hard goals the slow, sane way. In this episode, Darrow shares with us: The origins of his blog 'Can I Retire Yet?' How a nervous breakdown derailed his career His six-year, section-by-section completion of the Colorado Trail on forearm crutches The inspiration behind his new book 'Two Sticks One Path' 📩 Sign up for our newsletter (NEW!) 🌐 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 RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) Charities: National Alliance on Mental Illness The Colorado Trail 🌐 Can I Retire Yet? 🌐Trail Memoir 📗 Two Sticks, One Path 📘 Can I Retire Yet? 📕 Retiring Sooner Critique circle (Online Writing Workshop) Lessons Learned from Writing a Book Pralana- Personal Financial Modeling ⏰ ‘Catching Up to FI’ Episodes The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086 Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073 ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== 📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. 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 Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners 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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