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Catching Up to FI

CUtFI - OBBBA, Jonathan Clements Getting Going on Savings Initiative, and More!

Published 12 months ago • 2 min read

Dear (Late) Starter,

It's been almost a month since the "One Big Beautiful Bill Act" passed, and you might be wondering how that will affect you. Rest assured, Bill and Jackie will be tackling that in a future episode. But for now, here is our Tax Law Toolkit - where we are looking to educate ourselves:

  1. Andy Panko (Retirement Planning Education) - Listen or Read​
  2. Sean Mulaney (The FI Tax Guy) - Read or Watch (Saturday Videos - multiple topics). He also just did an episode on ChooseFI with Brad Barrett!
  3. Chris Mamula (Can I Retire Yet?) - Read (Health Insurance) or Read (Non-Health Care Provisions)
  4. Harry Sit (The Finance Buff) - Read (multiple topics)
  5. Ben Henry-Moreland (Kitces.com) - Read​
  6. Travis Hornsby (Student Loan Planner - Partner Discount for $100 off your 1:1 consult) - Watch​
  7. Holistiplan (Tax Planning Software for Advisors) - Read or Watch​
  8. Focus Partners (Investment Advisor Firm) - Read (Summary)
  9. FIRE Psy Chat - Watch (stream from early July)
  10. Congress.gov - Read (Directly from the source!)

In case you missed it...

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

  1. Jillian Johnsrud - Mini Retirements, Sabbaticals, and Career Breaks - Listen or Watch
  2. Jackie and Bill - Learn This or Never Retire (on Rebel Finance School) - Listen or Watch
  3. Jackie and Bill - Q&A: Tackling Listener Questions - Listen or Watch​
  4. Jon Luskin - Do This to Simplify Your Next Financial Review - Part 1 - Listen or Watch. Part 2 - Listen or Watch​
  5. Jesse Cramer - Keeping Up with the Jones (Bill and friends on Personal Finance for Long-Term Investors) - Listen or Watch​

Coming up!

​The Jonathan Clements Getting Going on Savings Initiative​

We at Catching Up to FI have contributed $1000 to this initiative because we believe in Jonathan and Bogleheads. As part of our efforts to aid this initiative, we are publishing on our platform an interview hosted by Rick Ferri on The Bogleheads on Investing Podcast with guests Christine Benz, Jason Zweig, and William Bernstein that takes us through Jonathan’s legacy and the process and purpose of this initiative.
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We would like to invite our community members to donate to this cause as well if it works with your giving plan. The first 4 donors of $250 that fund a young person’s Roth with $1000 of starter money will get a copy of Jonathan Clement’s latest book and, if desired, the ability to be recognized on the podcast and in the Facebook Community. Please take a screenshot of your donation receipt and send it to info@catchinguptofi.com with your mailing address as proof of your donation.
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Thank you for listening and participating in our community! We've got a lot of other great things coming up! (Case Study 👀)

Listen, Read, and Watch with Us!

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

Talk to us!

Have a question or comment for Bill or Jackie?

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS

​Boldin (formerly NewRetirement) is 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.

​Personal Finance Club: Use code CUTOFI to get $30 OFF. Jeremy offers 3 courses: How to Money Like a Millionaire, Build Wealth by Investing in Index Funds, and an Ultimate Personal Finance Bundle (both of them together).

​Student Loan Planner: Use our link to receive $100 off a 1:1 consult.

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

Let's Catch Up Together!

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

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