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: 240

Frequency: Weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 7.9k subscribers

Instagram: 2.1k followers

Contact Information

Publicly listed emails

bill@catchinguptofi.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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

The Hidden Truth Behind Car Buying: Fighting For Transparency Over Deception | Ray & Zach Shefska | 238

September 20, 2026

Exposed! We go behind the scenes with industry experts and disrupters in the retail car-buying market, Ray and Zach Shefska. They are the powerful father-son team behind CarEdge, a car-buying platform that's fighting fiercely for transparency. Ray brings 43 years of dealership experience and Zach brings the modern tech (like AI agents) and viral moments when he exposes dealers misbehaving. Together, they reveal how dealerships really make money, including things like dealer fees, financing, a...

61% of Americans Fear Outliving Their Money: Here's the Fix | Jean Chatzky | 237

September 13, 2026

What if the biggest retirement risk isn't running out of money, but being too afraid to spend the money you worked decades to build? Personal finance icon Jean Chatzky joins Bill and Jackie to tackle the psychology and math behind turning a lifetime of savings into a Forever Paycheck. Jean shares her own late-start reset after losing her father, getting divorced, and getting fired within a single year. She then explains why retirees often happily spend Social Security and pensions while fierc...

The Income Trap: How Not to Become A Millionaire | ChooseFI Crossover | 236

September 09, 2026

What happens when you finally reach financial independence and your brain responds with, "Great, now what?" In this special crossover from ChooseFI, Ginger turns the microphone on Bill and digs into the part of financial independence that spreadsheets rarely prepare us for. He shares how a lawsuit and burnout woke him up financially at 50 and how he and his wife flipped from single-digit saving to intentional wealth building. Bill also explains why reaching FI at 60 created a whole new proble...

Publicly listed emails

bill@catchinguptofi.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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