Smart Money Moves After 50 | Bill Yount | 142

Catching Up to FI

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares:

• The messy, shame-to-FI journey that inspired Catching Up to FI
• His three-step "Pause-Plan-Pivot" playbook
• His trademark mix of candor, nerdy humor, and high-five optimism

🌐 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===

🎓 Student Loan Planner: Get a custom student loan plan from our 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

📈 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

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Personal Finance For Long-Term Investors with Jesse Cramer

⏰ ‘Catching Up to FI’ Episodes

Pathfinders: Stories of Success and Financial Independence | JL Collins | 069

Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070

F-You Money Part 1 | JL Collins | 023

F-You Money Part 2 | JL Collins | 024

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.