Podcast artwork thumbnail for Catching Up to FI

Catching Up to FI

Bill Yount, Jackie Cummings Koski

Booking Overview

This is an interview-focused personal finance and financial independence show for late starters, typically featuring finance educators, investing and retirement specialists, and people with notable debt-payoff or wealth-building journeys. Credible pitches include CFPs, authors, retirement researchers, DIY investing experts, and practitioners with distinctive, evidence-based paths to financial independence; booking difficulty is medium because guests generally need demonstrable expertise or an unusually compelling financial story.

Metrics

Episodes: 234

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 7.3k subscribers

Instagram: 2.0k followers

Contact Information

Publicly listed emails

bill@catchinguptofi.com

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Host

Bill Yount - Co-host focused on personal finance, financial independence, investing, and practical strategies for people catching up financially.

Jackie Cummings Koski - Certified Financial Planner and Accredited Financial Counselor, author of F.I.R.E. For Dummies, and a financial independence achiever who reached FIRE in her 40s after getting a late start.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Certified financial professionals, investing and retirement specialists, financial educators, authors, entrepreneurs, and people with documented financial independence or debt-payoff achievements.
Required Achievements:  
Published books, Professional financial credentials, Substantial debt reduction, Reaching financial independence or a seven-figure portfolio, Building a recognized financial education platform

Recent Guest Discussions

Raag Vamdatt - Raising Financially Literate Children, Open Family Conversations About Money, Hands-on Financial Education, And Supporting A Child's Interests.

Renu Vamdatt - Raising Financially Literate Children, Open Family Conversations About Money, Hands-on Financial Education, And Supporting A Child's Interests.

Rishi Vamdatt - Teaching Children Personal Finance, Investing, Automation, Financial Education, And Starting To Build Wealth Early.

Frank Vasquez - Bond Fundamentals, Fixed-income Portfolio Design, Retirement Investing, Diversification, Interest-rate Risk, And Sustainable Withdrawals.

Frank Vasquez - The Role Of Bonds In Retirement Portfolios, Bond Funds, TIPS, Cash Reserves, Portfolio Diversification, And Preparing For Difficult Market Periods.

Recent Topics

Financial Independence, Personal Finance, Retirement, Investing, Financial Literacy

Episodes

Here's the recent few episodes on
Catching Up to FI
:

Are Pensions Really Dead? The Surprising Value of Modern Pensions | Andy Panko | 233

August 23, 2026

What if that old pension you barely think about is secretly one of the most valuable assets in your retirement plan? Bill and Jackie welcome back financial planner and educator, Andy Panko for a deep dive into the increasingly rare (but far from extinct) world of pensions. They explore plans from private and government employers and why a seemingly small monthly check can dramatically change the work the rest of your portfolio has to do. This episode covers Why pensions are less common but s...

The Truth Behind Raising A Teenage Money Whiz (From The Parents Of Rishi Vamdatt) | Renu & Raag Vamdatt | 232

August 19, 2026

After Rishi Vamdatt's conversation with Bill and Jackie, his parents Renu and Raag step out from behind the scenes to share how their son became the 16-year-old financial educator behind Easy Peasy Finance. They believe raising a financially savvy kid has less to do with giving money lectures and more to do with letting them swipe the credit card at the grocery store and ask "what happens next"? Their approach was surprisingly simple: money was never taboo, questions were always welcome, and ...

This 16-Year-Old CFP Exam Passer Is Making Personal Finance "Easy Peasy" | Rishi Vamdatt | 231

August 16, 2026

What if the person explaining money to your kids has already been doing it for more than half his life, and passed the CFP exam before he could legally vote? Bill and Jackie sit down with 16-year-old Rishi Vamdatt, founder of Easy Peasy Finance. Rishi started learning about money at six, investing at seven, and teaching personal finance on YouTube at eight. But this isn't just a story about an unusually motivated teenager. Rishi offers a surprisingly universal lesson: money gets easier when w...

Publicly listed emails

bill@catchinguptofi.com

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