Dear (Late) Starter,

We would like to thank you for being a part of the Catching Up to FI community. Last month we had the honor of attending the Plutus Impact Summit in Charlotte, NC.

We are proud to announce that Bill and Jackie were recipients of Plutus Awards. Here they are among the other award winners! (You might recognize some friends!)

The message that Bill and Jackie - and members of the community - share is a powerful one. Bill was asked to share his inspiring message to late starters at the Plutus Awards. On stage he shared the stories of four late starters that resemble the characters from the Wizard of Oz.

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Remember, it's never too late 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. Bronwyn Candish - Borderless FI: Starting Over At 37 After Divorce - Listen or Watch​
2. Allison Harrison - Your FIRE Plan is Screwed Without an Estate Plan! - Listen or Watch​
3. Aubrey Williams (Part 1) - Why Your Brain is Hardwired to Keep You Working (and How to Fix It) - Listen or Watch​
4. Aubrey Williams (Part 2) - How to Retire Sooner and Spend More: Risk-Based Guardrails Explained - Listen or Watch​
5. Bill on "How to Money" - Why You Should Stop Beating Yourself Up for Starting Late - Listen or Watch​
6. Bill, Jackie, & Patrick - Why "One More Year" Isn't Always a Mistake - Listen or Watch​

Coming up!

We've got some great updates coming from two of our late starter stories (Kim H & Lisa B). In June we'll have many powerful female voices to share - including someone who talks about making room in your life for what really matters. 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: "Real" person retirement planning chat with Daryl (Andy Panko talks to a real person about doing their own retirement planning on his podcast Retirement Planning Education)
• Read: Lifestyle Creep Isn't About Spending More (Recent blog post from Derek Hagan/Meaningful Money)
• Watch: Bogleheads 2025 Conference Playlist (You'll find all sorts of great topics from taxes to charitable giving to college from some of your favorite speakers and writers)

Talk to us!

Have a question or comment for Bill or Jackie?

Ask here!

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Let's Catch Up Together!

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