Bill Yount

In this engaging conversation, Bill Yount, an emergency physician and host of the Catching Up to FI podcast, shares his journey to financial independence at age 60. He reveals the critical transition from accumulating wealth to spending it, emphasizing the importance of crafting a sound drawdown strategy with a flat-fee adviser. Bill discusses his risk-parity portfolio, the emotional shifts involved in this process, and strategies for helping adult children build wealth. His insights prove that it's never too late to start planning for financial freedom!

Jackie Cummings Koski, a financial expert and certified planner, teams up with fellow expert Bill Yount to share wisdom on achieving retirement success after 50. They tackle how late starters can maximize their earning potential and develop emergency funds, even from scratch. Listeners learn about effective debt elimination strategies and investment prioritization specifically for those starting anew. With unique insights into geo-arbitrage and house hacking, they pave a creative path toward financial independence that anyone can follow!

Bill Yount, an emergency room physician turned financial independence advocate, joins Susie B., a public-sector employee planning for retirement. They dive into the practicality of using ChatGPT for retirement advice. Bill shares his transition to a defensive investment strategy as he approaches retirement age. Susie discusses her five-year plan and the importance of understanding income streams. They emphasize the need for personalized planning, exploring purpose post-retirement, and the critical role of health in enjoying retirement.

Bill Yount, a practicing emergency physician and co-host of Catching Up to FI, shares his late-start journey to financial independence and how he reversed lifestyle inflation. He talks about burnout and a wake-up call at 50, aggressive saving through downsizing and reverse budgeting, risk-parity investing choices, working with a planner, and strategies for giving and transitioning from saver to spender.

Bill Yount and Jackie Cummings-Koski, co-hosts of the 'Catching Up to FI' podcast, share their inspiring journeys to financial independence, even after starting late. They present a practical four-step framework for anyone to begin saving for retirement, emphasizing that it’s never too late to plan. They discuss the importance of mindset shifts and proactive strategies, breaking down financial isolation through community support. With insights on budgeting techniques and personal finance tools, they're here to prove that financial freedom is attainable regardless of your starting point.

In this engaging discussion, Dr. Bill Yount, a physician and host of the Catching Up to FI podcast, shares his unexpected journey to financial independence as a late starter. He highlights designing a risk parity retirement portfolio with a fee-for-service advisor, emphasizing emotional challenges like the 'fog of FI.' Bill elaborates on shifting from global cap-weighting to a steadier risk parity approach, prioritizing relationships and experiences over money, and stresses the importance of treating retirement like short chapters for better structure.

Bill Yount, an emergency physician who founded the Catching Up to FI podcast after discovering FI as a late starter. He recounts recovering from financial mistakes, tracking expenses for years, and getting a retirement-readiness check that said he could retire now. Conversations cover physician money myths, negotiating work after FI, mentoring others, and prioritizing healthspan and purposeful giving.

Join humorist Joe Saul-Sehy from Stacking Benjamins and Bill Yount from Catching Up to FI as they discuss financial priorities. They dive into the iceberg principle of stealth wealth, emphasizing that true riches often lie in what you don't spend. Joe shares amusing anecdotes about financial mishaps, while Bill highlights the evolving nature of spending through life’s seasons. Together, they explore how our emotional ties to money affect our choices, encouraging listeners to align spending with personal values for greater satisfaction.

Bill Yount, an emergency physician who reached FI around 60 and now advises on decumulation and family wealth, recounts his ten‑year sprint to financial independence. He discusses moving from a three‑fund portfolio to risk‑parity, hiring a flat‑fee planner after years DIYing, order of withdrawals and asset location, boosting savings to ~40%, and strategies to jump‑start his kids’ Roths and HSAs.

Dr. Bill Yount, a community builder and podcaster on financial independence, joins a lively conversation about the overreliance on gig economy apps like DoorDash and Uber. The discussion navigates the balance between convenience and community engagement, shedding light on how these services affect personal connections. Bill shares personal anecdotes about neighborly support during crises and highlights the importance of cultivating real-life relationships. The group also dives into consumerism versus frugality, advocating for mindful spending and community support.