Dear (Late) Starter,

April is already here and the tax deadline for calendar filers is around the corner. Have you filed already? Keep in mind that if you are filing for an extension, an extension of time to file is not an extension of time to pay. My (Patrick's) situation is pretty simple, so I checked out FreeTaxUSA this year and had a great experience.

Make sure you check out the deliverables from our recent episode designed to help you clean up your 401(k) in less than an hour:

• ​Step-by-Step Guide with References​
• ​Editable Checklist​

Check out our highlights from the EconoMe Conference - our favorite money party where we get to meet up with friends, both new and old. You can check out sessions from past years here.

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In case you missed it...

You can find all of our recent episodes here. Below are some of our favorites:

1. Adam Nash - A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone - Listen or Watch​
2. Bill Bernstein - The 5 Investing Hurdles You Can't Ignore - Listen or Watch​
3. Jeffrey Trull - Don't Trust AI with Your Money Until You Listen To This - Listen or Watch​
4. Jaylynn - I Thought the Stock Market was Gambling, Then I Retired at 44 - Listen or Watch​
5. Real Retirees: Uncut (Jackie) - Here's What 6 Years of Early Retirement Life is Really Like - Listen or Watch​
6. Bill & Jackie - Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) - Listen or Watch​

Coming up!

We always say that it's never too late to catch up to FI, but we love to support people of any age on their personal financial journeys. We've got some content from a university visit coming out soon that you won't want to miss - along with some other great episodes!

Listen, Read, and Watch with Us!

Here are some other things that we're checking out when we aren't working on this podcast:

• Listen: Next Gen Personal Finance's Speaker Series (NGPF is dedicated to their MISSION 2030: By 2030, all U.S. high schoolers will take at least one-semester course in Personal Finance before graduation.)
• Read: Which AI Calculates Taxes Correctly? (Harry Sit aka The Finance Buff)
• Watch: Financial Literacy (Mellody Hobson at TEDxMidwest)

Talk to us!

Have a question or comment for Bill or Jackie?

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS

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For a full list of all of our partners and affiliate, head to our website!

Let's Catch Up Together!

🌐Visit the Catching Up to FI Website​

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