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5 de 141

The Father of Financial Life Planning (Part 1) | George Kinder | 140
In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: The essence of financial maturity The profound practice of living in the present moment to achieve true freedom The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning Tips to embark on your own hero's journey towards financial and personal fulfillment 🌐 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=== MyBudgetCoach A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup Boston Institute of Finance CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: 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.) 🌐George Kinder website Kinder Institute of Life Planning Youtube The Three Questions presented by George Kinder Freedom Song || London and George Kinder Fiduciary In All Things (FIAT) A Golden Civilization Find a Life Planner Do your own life plan NAPFA (National Association of Personal Financial Advisors) 📗 The Three Domains of Freedom 📕 A Golden Civilization and The Map of Mindfulness 📚 The Seven Stages of Money Maturity 📗 Life Planning for You: How to Design & Deliver the Life of Your Dreams 📕Lighting the Torch 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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1:03:44
Vote Your Money: Values Aligned Investing | Janine Firpo | 139
Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will learn: How Janine transitioned from a lucrative career in big tech to impact investing The importance of aligning financial goals with social values How to integrate ethical considerations into your investment portfolio Practical steps you can take to manage your finances ethically and effectively 🌐 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=== MyBudgetCoach A zero-based budgeting app that allows you to connect your banks, categorize your transactions, and work with a certified budget coach at your own pace. Receive 10% off subscription costs by entering code: Catchingup Boston Institute of Finance CFP® level curriculum for those that don’t need course credit, but want to gain useful knowledge for personal development. Special pricing for self-paced and instructor lead 'Personal Growth Track' course or package. Receive 5% off by entering code: 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.) 🌐Invest For Better Free membership in Invest for Better Circle experience for Black women 📗Book: Activate Your Money Activate Your Money Janine's Talk at EconoMe 2025 As Your Sow | Invest your values BetterInvesting.org | Educating individual investors and investment clubs Mighty Deposits | Find banking that matches your values Circle experience for Black women 📗Book: Your Money or Your Life 📗Book: The Beardstown Ladies' Common-Sense Investment Guide Lynn Frair EconoMe Talk ⏰ ‘Catching Up to FI’ Episodes Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 Enoughness: Your Life or Your Money | Vicki Robin | 95 Money for the Rest of Us | David Stein | 041 The pURPOSE Code | Jordan Grumet | 115 Purpose, Identity, & Connection | Jordan Grumet | 022 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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1:13:42
Catching Up to FI in Uncertain Times | Bill & Jackie | 138
In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still stay on track. 🔗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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== 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 RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) The Earn & Invest Podcast Scott Trench- Bigger Pockets Book- F.I.R.E. For Dummies FI Freedom Retreats ⏰ ‘Catching Up to FI’ Episodes Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135 International Educator, Bali FIRE | Amy Minkley | 137 The pURPOSE Code | Jordan Grumet | 115 Purpose, Identity, & Connection | Jordan Grumet | 022 “The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124 SpongeBob and Drawdown Strategies | Frank Vasquez | 044 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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58:06
International Educator, Bali FIRE | Amy Minkley | 137
Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet affordable lifestyle, spending only $30k a year. She details her frugal upbringing, early teaching career in Japan, and subsequent well-paid international teaching positions that allowed her to save aggressively. The episode also highlights Amy's contributions to the local Balinese community through the FI Freedom Retreats, aimed at educating and bringing together the FI community in Asia. 🌐 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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== 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 RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐Website- FI Freedom Retreats Facebook Instagram Amy’s CampFI Talk Charity: PKP Women’s Centre EconoMe Conference FI Friends Travel CampFI 📗Book: Your Money or Your Life (Vicki Robin & Joe Dominguez) IRS Foreign Tax Credit ⏰ ‘Catching Up to FI’ Episodes Doña Quixote, Life Energy, and The Coming of Aging | Vicki Robin | 94 Enoughness: Your Life or Your Money | Vicki Robin | 95 Mr 4% is now Mr 5% | Bill Bengen | 111 Stories, Hacks, & Tribes | Brad Barrett | 021 Leaning Out: Cracking the Burnout Code | Dawn Baker | 119 Stories, Hacks, & Tribes | Brad Barrett | 021 Weathering Financial Storms | Kristen Knapp | 114 Twin Wins with the Baughier Brothers: CampFI, EAGLE Cohousing, and Fiology | David & Stephen Baughier | 089 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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54:41
Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136
We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential. 🔗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 AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== 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 RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) FPA NexGen Leadership CASHFLOW Game George Kinder / Life Planning ChooseFI 📗 Choose FI: Your Blueprint to Financial Independence Chris Mamula EconoMe Conference Personal Finance Club ⏰ ‘Catching Up to FI’ Episodes George Kinder (coming in May) The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086 Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 Stories, Hacks, & Tribes | Brad Barrett | 021 Find Your Camino | Diania Merriam | 029 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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42:50