Dear (Late) Starter,

We've got some big news! Bill and Jackie are receiving Plutus Awards a the Plutus Impact Summit for their contributions to financial literacy and education! Bill will be giving a presentation about how transform your money story (at any age).

We also wanted to share a couple of pictures from the recent UT trip. Many wish they would have started earlier but a lot of these students have already started their journeys towards financially healthy lives.

In case you missed it...

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

1. Dr. Karen DeLong - I Have a PhD in Business but Never Had a Personal Finance Class - Listen or Watch​
2. Bill & Jackie - Financial Literacy 101: Live Inside the Classroom at University of Tennessee - Listen or Watch​
3. Dr. Karen DeLong, Emilie Stewart, & Britton Carver - 20 Questions from 20-Somethings About Money - Listen or Watch​
4. Julia Myers -Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) - Listen or Watch​
5. Bill & Jackie - Hot Takes & Money Debates: Social Security at 62, New Trump Accounts, & more! - Listen or Watch​

Coming up!

This month we've got a huge variety of things coming your way! We'll be talking New Zealand, estate planning, guardrails, and so much more!

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: An Arm and a Leg (Podcast about why health care costs so freaking much and what we can maybe do about it.)
• Read: The Shockingly Simple Math Behind Social Security (Recent blog post from Mr. Money Moustache)
• Watch: Real Retirees: Uncut (No filters; no scripts — just honest, unedited conversations about retirement lifestyle, challenges, and freedom.)

Talk to us!

Have a question or comment for Bill or Jackie?

Ask here!

DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS

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​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 all of our partners and affiliate, head to our website!

Let's Catch Up Together!

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