Mindset, Money, & Life for Late Starters of any age on the Journey to Financial Independence

Joined January 2023
Title:  STAT! From the Money “Pitt” to Financial Freedom: Transform Your Money Story at Any Age Would you attend this talk?;)
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Would you attend a talk by this presenter with this title? I get 5 slides and 5 minutes to tell stories about the power of your savings rate! Title:  STAT! From the Money “Pitt” to Financial Freedom: Transform Your Money Story at Any Age
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Catching Up to FI retweeted
"I moved my DAF from Fidelity, because of all that Daffy offers that they did not." 🙌 Bill switched, and so did thousands of others. In 2025 alone, over $30 million in DAF assets were transferred from Fidelity Charitable to Daffy. 📈 Here's why 🧵
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Catching Up to FI retweeted
When Howard Marks writes a memo, Warren Buffett drops everything to read it. Marks is the king of distressed assets and understanding market cycles. He just condensed 78 years of investing wisdom into a single 60 minute video. Save this rare footage.
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Late starters who are catching up on their path to retirement should seriously consider making traditional (pre-tax) retirement account contributions at work - not Roth! Of all people, a late starter shouldn't be worried about taxes in retirement. They should prioritize increasing their savings rate, boosted by deferring taxable income in their remaining working years. Hear more contrarian tax planning tips here on the @catchinguptoFI podcast with Jackie, Bill, and @SeanMoneyandTax: youtube.com/watch?v=r6M7NfcD…
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👀 Sneak peek 4 Sun Ep 169 / Bill Bengen. We are welcoming back the man behind the most debated number in retirement, but this time with a special appearance from his brilliant and captivating wife, Barbara. 🌐 bengenfs.com #catchinguptoFI #LateStarterFI #FIcommunity
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👀 Sneak peek 4 Sun Ep 169 / Bill Bengen. We are welcoming back the man behind the most debated number in retirement, but this time with a special appearance from his brilliant and captivating wife, Barbara. 🌐 bengenfs.com #catchinguptoFI #LateStarterFI #FIcommunity
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👀 Sneak peek for Sun Ep 168 w? Emma von Weise, a 25 y.o. CFP, Assoc. Wealth Advisor with Focus Partners Wealth, early fin lit evangelist. 🌐 wealth.focuspartners.com/peo… #catchinguptoFI #LateStarterFI #FIcommunity #EmmavonWeise #CommunityCollegeHacks #DitchtheJoneses #RoadtoFreedom
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👀 Sneak peek for Sun Ep 168 w? Emma von Weise, a 25 y.o. CFP, Assoc. Wealth Advisor with Focus Partners Wealth, early fin lit evangelist. 🌐 wealth.focuspartners.com/peo… #catchinguptoFI #LateStarterFI #FIcommunity #EmmavonWeise #CommunityCollegeHacks #DitchtheJoneses #RoadtoFreedom
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👀 Sneak peek for Sun Ep 165 w/ Darrow Kirkpatrick, founder of "Can I Retire Yet?" 2019 winner Plutus award for Best Retirement Blog & published two personal finance books. 🌐 caniretireyet.com #catchinguptoFI #LateStarterFI #FIcommunity #DarrowKirkpatrick #CanIRetireYet
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👀 Sneak peek for Sun Ep 165 w/ Darrow Kirkpatrick, founder of "Can I Retire Yet?" 2019 winner Plutus award for Best Retirement Blog & published two personal finance books. 🌐 caniretireyet.com #catchinguptoFI #LateStarterFI #FIcommunity #DarrowKirkpatrick #CanIRetireYet
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👀 Sneak peek 4 Sun Ep 165 w/ Ruth, The Happy Saver. Her story is catnip for late starters: 🥝 14 y.o. vow to “figure out money” 🥝 5-year sprint to kill the mortgage 🥝 aha that @JLCollinsNH / MMM-style index investing exists in NZ too 🌐 thehappysaver.com #BorderlessFI
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👀 Sneak peek 4 Sun Ep 165 w/ Ruth, The Happy Saver. Her story is catnip for late starters: 🥝 14 y.o. vow to “figure out money” 🥝 5-year sprint to kill the mortgage 🥝 aha that @JLCollinsNH / MMM-style index investing exists in NZ too 🌐 thehappysaver.com #BorderlessFI
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