Dear (Late) Starter,

We hope that you are all having a great summer! We've had some amazing women on the show recently (plus the incredible Allen Mueller of 7 Saturdays Financial) and we wanted to share some photos from the recent Women of FI event that Jackie attended. If a weekend retreat of connection, inspiration, and intimate conversations with FI friends is something that speaks to you, consider signing up for an upcoming event (including co-ed!).

Remember, it's never too late to start, its better late than never, and it's always the right time to catch up to FI!

In case you missed it...

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

1. Kim H. & Lisa B. - We Found Them! Past Guests at The Women of FI Weekend - Listen or Watch​
2. Our Sheconomy Gameshow - Shocking Truths About Women's Financial History You Need to Know - Listen or Watch​
3. Sarah Susanka - Not So Big Life Design: The Architecture of Wealth - Listen or Watch​
4. Allen Mueller - Intergenerational Wealth: Strategies to Help Your Family NOW (Not Later) - Listen or Watch​
5. Afra Smith - Unbanked, Buried In Payday Loans & A 500 Credit Score: This Late-starter Overcame It All! - Listen or Watch​

Coming up!

As usual we've got some great guests coming up in the month of July. We're talking with Scott & Dan who specialize in 403(b)s and 457(b)s. If you're a K-12 teacher, you won't want to miss it.

But what if you're not? Well, whether you're a recent late starter or a seasoned investor, we think that a certain Chartered Financial Analyst® (CFA®) coming to the show will be able to drop some gems for us.

This month we want you to get wiser on retirement plans, build a wealth of common sense, and get started on crushing your financial life goals. Stay tuned!

Want to see us in person? We're presenting at these events:

• Bill at Camp FI Midwest August​
• Bill & Jackie at KiwiFI​
• Bill & Jackie at Bogleheads​

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: Teach and Retire Rich (Teacher Dan Otter, Ph.D. and Certified Financial Planner® Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers)
• Read: Put a plan in place for potential disasters (Recent "Tax Tip" from the IRS encouraging you to take steps now to make sure you're prepared in case you are impacted by a disaster or emergency)
• Watch: How to Get a Letter of Medical Necessity for Gym Memberships, Supplements & HSA/FSA Maximization Tip​​

Talk to us!

Have a question or comment for Bill or Jackie?

Ask here!

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS

Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of “F.I.R.E. For Dummies”? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined.

• Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start
• Covers everything from basics to advanced strategies in one guide
• Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties

👉🏼 Be sure to use this link: F.I.R.E. For Dummies​

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

🔗Connect with us on Linktree​

☕Support the show at "Buy Me a Coffee"

📙Books from our guests are listed above! As an Amazon Associate, I (CUtFI) earn from qualifying purchases.

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