Andy Hill is an award-winning blogger, podcaster, Youtuber and family finance coach. All under the brand of 'Marriage, Kids, and Money’, his primary focus is helping families build wealth and happiness. He shares his inspiring story of going from a $50,000 negative net worth to achieving financial independence and now living his best 'Coast FI' lif…

This episode explores the intricate and confusing world of Medicare with leading expert Danielle Roberts. Danielle is founding partner at Boomer Benefits, an agency that has helped thousands of ordinary Americans learn and navigate their entry into Medicare since 2005. She's also author of the bestselling book '10 Costly Medicare Mistakes You Can't…

Cris Gawlik sold all her possessions in 2019 to travel the world, and in this episode she shares her fascinating nomadic journey. Learn how she utilizes geo-arbitrage, manages her finances on the go, and maintains strong social connections across the globe. She gives us insights into how she handles banking, health insurance, and taxes while living…

Subscribe and Watch on YouTube Join host Bill and guest Diana Falck as they explore the intersection of community resilience and getting involved. In the wake of a recent crisis in Western North Carolina and East Tennessee, the duo highlights local relief efforts and community collaboration. Then in this special 100th episode, we get back to the ba…

In this special two-part episode we unveil the 'Wealthy Custodian,' Jeff York (from episode 74 & 76), and take a deep dive into the world of Health Savings Accounts (HSAs). Jeff joins as co-host along with Bill and Jackie (our HSA Maven) to share how they supersized thier HSAs and discovered how powerful they can be on the path to FI. This comprehe…

This heartfelt episode dives into the incredible story of Krista and Ed. From growing up in poverty to facing financial insecurity as adults, this resilient couple shares their journey of overcoming adversity and finding hope in the FIRE movement. Discover how a deep bond of love, open communication, strategic planning, and an unwavering spirit led…

Former award-winning teacher turned educator on financial literacy and relationships, Brian Page discusses the concept of 'Modern Husbands' and the importance of viewing marriage as a partnership. Learn about his innovative Marriage Toolkit, designed with insights from over 30 experts, and discover practical tips on managing money, home, careers, a…

In this episode, we sit down with Jessica Wilson, a seasoned expert in scheduling and project management within the aerospace and defense industry. With extensive experience at leading companies like Northrop Grumman and Honeywell, Jessica specializes in Department of Defense contracts, earned value management, and integrated master schedules. Over…

Join hosts Bill and Jackie as they delve into a profound conversation with Vicki Robin, co-author of 'Your Money or Your Life.' Vicki discusses the concept of 'enoughness' as a spiritual practice and the fulfillment curve, offering insights into how recognizing enough can lead to a more satisfying life. The dialogue covers financial independence, t…

Join Bill and Jackie in an engaging conversation with Vicki Robin, co-author of the best-selling book 'Your Money or Your Life'. Vicki shares her insightful philosophy on financial independence, community resilience, and the power of frugality. She discusses her journey from active community building to aging with purpose on Whidbey Island, and how…

Subscribe and Watch on YouTube Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housin…

Subscribe and Watch on YouTube Meet Nadia and Nicole, the Wealth Twins! Raised by a single mother in New York City's toughest projects, these twin sisters overcame obstacles to graduate from Columbia University, work on Wall Street, and ultimately achieve early retirement. In this episode, they recount experiences from 9/11 and the 2008 financial c…

Subscribe and Watch on YouTube Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on…

In this episode, we sit down with Carol Cone, a trailblazer in the purpose movement with over 35 years of experience. Carol currently leads Carol Cone ON PURPOSE (CCOP), dedicated to advancing purpose strategies for corporations, brands, nonprofits, and professionals worldwide. She shares insights from her journey, starting with the founding of Con…

Subscribe and Watch on YouTube Bill and Jackie sit down with 'Jay,' an anonymous guest who shares his incredible journey from a military and police background to achieving financial independence by the age of 39. Jay discusses his experiences on the SWAT team and as an undercover detective, and the mental health challenges that came with his career…

This week on the Answers for Cancers podcast to mark sarcoma cancer awareness month we have 2 special episodes. On the second episode we are joined by Carol Haslam who kindly shares her experience of recieving a diagnosis of sarcoma. She also discusses the incredible role of Sarcoma Cancer Ireland who just recently recieved charity status. We would…

This week on the Answers for Cancers podcast to mark sarcoma cancer awareness month we have 2 special episodes. The first is with Dr Mark Doherty a medical oncologist at St Vincents hospital Dublin and Prof Charles Gillham a radiation oncologist at St. Lukes hospital Dublin. They join us to discuss this rare cancer and they explain the signs and sy…

Meet David and Stephen Baughier, twin brothers and prominent figures in the Financial Independence community. David, a 20-year Navy veteran and founder of Fiology, and Stephen, creator of CampFI, share their financial journeys from early money lessons to becoming community leaders. David, Stephen, Bill, and Jackie discuss the impact of life events,…

Today we dive deep into the stock market with special guest, Brian Feroldi. As a financial educator, YouTuber, and author of “Why Does the Stock Market Go Up?”, Brian shares his wisdom on the long-term growth of the S&P 500, the significance of stock market indices, and the nuances of volatility and investment strategies. Bill, Jackie, and Brian di…

In this episode, we explore the fascinating career of Steve Kershaw, the Global Government Defense Leader for PwC. Steve shares his unique journey from serving as a submariner in the Royal Navy for 21 years to leading global defence strategies at PwC. He provides captivating insights into life in a submarine, including how submariners maintain phys…

When Diana Ross smiles at us, we go to Rio! We’re holding up little cards to rate this episode — and the whole season — this week. Did season 4 give us a love hangover, or leave us deep in our (whoa whoa whoa) feelings? We’re taking a post-season break so this will be the last time we saw him for a while. Reach out and touch that subscribe button t…

Subscribe and Watch on YouTube Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends.…

Eva Grayzel⁠, a professional interactive performance artist, was diagnosed with late-stage oral cancer at age 33 and told she had a 15 percent chance of survival. A non-smoker, she was bounced among dental professionals while the ulcer on her tongue grew more prominent and painful. “My first biopsy was misread by a general pathologist as hyperkerat…

Subscribe and Watch on YouTube Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculat…

We learned a lot about Alan Arkin — and ourselves — this week, as very special guest star Chris Feil joined us to talk Jekyll & Hyde, potentially racist bunnies, devils going down to Georgia and letting people go, and Fozzie’s relationship to rhythm. Plus rearranging fat jokes on the Titanic. You’re no good if you don’t listen. (CW: Discussion of r…

Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get…

Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal finance YouTuber. He shares his journey from being $105,000 in student debt to achieving financial security and discovering the Financial Independence movement. Tae chats with Bill and Jackie about his e…

Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two! 🔗 Connect with us Buy CU…

Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron s…

Where do we begin? Ideally not here but it’s what we’ve got. This is a weird one, where Andy Williams’ face is waxier than the Muppet cheese and his joke delivery is cheesier than…also the Muppet cheese. It’s also our second week in a row with a Cronenbergian nightmare. But there’s also a puppy, and Frank Oz and Jim Henson remain very good at their…

Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (U…

Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financ…

Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and …

Do you believe in magic? How about poofy 70s hair and giant mustaches? Sparkly pink overalls? Cronenbergian nightmares? Rabbis? You will after the Doug Henning episode! The master of illusion (and a question mark) joins the Muppets for some tricks and some schtick, and Fozzie tries to get in on the act with Tribble-esque results. We get in on Norma…

Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-fa…

Today, we are thrilled to have Rebecca Zung, a renowned conflict resolution specialist and bestselling author, as our guest. Rebecca has written extensively on corporate and social themes, including her latest USA Today bestseller, "SLAY the Bully: How to Negotiate with a Narcissist and Win." In this episode, we dive into "How to Outsmart a Narciss…

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing…

Ay ay ay it’s the Carol Channing episode! It will have you asking why it’s so cold in here, can a pig really have big feet (or wear high heels), if diamonds really are a girl’s best friend, and when did I have dead fish? Say hello, Dolly, and don’t forget to check out the website to lay those peepers and them there eyes on this week’s GIFs. Jeepers…

In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after retirement, and the rewarding na…

In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence approaches as well as the articl…

Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and the importance of health to his experience…

Hey y’all, prepare yourselves for the Lynda Carter episode of The Muppet Show! It has everything! Wonder Women, Wonder Pigs, Rubberband Men, giant chickens, cannibal tiki idols, backwards alligators, Whiffenpoofs in sheep’s clothing, failed skiffle outfits, and orange colored skies. Plus digressions into The Apple, postcard ads, very early HBO, and…

He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete’s most impactful articles (listed below), highligh…

Join us as we explore digital transformation in aerospace and defense with Nils Herzberg, a seasoned business leader with over 35 years of experience, primarily at SAP. Key Points: Defining Digital Transformation: Nils explains what digital transformation means for aerospace and defense, highlighting its importance for modernization and efficiency.…