Bill is a seasoned Emergency Medicine physician, practicing since 1992 in “The Pitt”. At home, he’s a proud husband, father of fraternal twin sons, and dog dad to two labradoodles.
At age 50, Bill had a financial wake‑up call. Despite a successful career, he realized he was financially illiterate, burned out, and stuck in an inflated paycheck‑to‑paycheck lifestyle. He didn’t know his net worth or what it would ultimately take to reach financial freedom and retire.
Code Blue!: Bill diagnosed himself with a severe case of “Rich, But Not Wealthy, Doctor Syndrome.” Like many late starters, he felt the weight of financial stress, regret, and shame. He paused, planned, and radically pivoted to rebuild his financial life.
A decade later, Bill reached financial independence and is semi‑retired from his day job in healthcare. He is a self-taught money expert and “weathcare” educator. He founded and co‑hosts the award‑winning podcast “Catching Up to FI”. He’s now a mentor, community builder, and voice for the millions of late starters who feel lost, behind, or alone. His mantra is “Let’s Catch Up to FI Together”, because together, virtually anything is possible!
He shared his story on Podcast episode #196 and #001
Jackie not only broke the cycle of poverty but retired decades before others told her she could with a net worth of over $1 million. Quite an extraordinary accomplishment for someone who started late. She officially retired from her corporate job in 2019 and now focuses on following her big dream of creating a financially literate society.
Jackie openly rejects the taboo of talking about money by publicly sharing her own numbers. She is author of two books: “Money Letters 2 My Daughter” (2013) and “F.I.R.E. for Dummies” (Wiley, 2024), and co-hosts the award‑winning “Catching Up to FI” podcast. She has also been recognized with a Congressional Commendation for her accomplishments in the field of financial literacy from the US House of Representatives.
Her story has been featured on The Rachael Ray Show, CNBC, Market Watch, The New York Times, Forbes and many other major media platforms. Jackie holds the Certified Financial Planner® and Accredited Financial Counselor® credentials, and earned her master’s degree in financial planning & financial therapy from Kansas State University.
She lives by a “lift as you climb” mentality and get her smiles when she see others succeed. She shared her story on Podcast episode #7 .
Hey, I’m Becky
I am a retired wife, Mom to 3, Bebe to 5, and follower of Christ. I drifted through life not paying attention to saving or money management. It worked…until it didn’t!
My husband Stephen and I walked through a lot of pain and finally turned things around at 50 years old. After changing our mindset and habits, we went from broke at 50 to retired at 63.
Now we enjoy our family, our hobbies and traveling. Our most interesting hobby is driving race cars!
One of my passions is to help late-starters, like myself, learn how to be good stewards and managers of their money and avoid some of the pain I experienced.
You can also find me at Started At 50, Catching up to FI, LLC, or my blog www.startedat50.com.
If you want to read more about my story, read my blog post “It’s Not Too Late!”
Welcome to Catching Up to FI! We are a mindset, money, and life podcast for late starters of any age on the journey to financial independence.
We are excited to have you as a guest on the show!
The Zoom link for our call will be https://us02web.zoom.us/j/3125439422 on the date and time that we have arranged. It includes Bill’s cell phone if you need to reach him for any reason. It is greatly appreciated if you are able to utilize a podcast quality microphone and headphones for your show. We use the ATR 2100 microphone.
We will share a copy of the edited show with you prior to the date it drops for your review. We respectfully reserve all rights to the use of the audio and video content on the Catching Up to FI platform. We would appreciate it if you would help us promote your show on your platforms in order to grow our audiences and get the content out to those that wish and need to hear it.
Thank you for agreeing to be a guest on Catching Up to FI. Please communicate with us via info@catchinguptofi.com regarding any questions, comments, or feedback that you have for us.
Most of all this should be fun!
Let’s catch up to FI together,
Bill & Becky
Note: Any content provided to the hosts of this podcast and blog becomes property of this podcast, blog and website and can be used for the educational benefit of our audience and may be published to our platform. All rights reserved.
Note: Any content provided to the hosts of this podcast and blog becomes property of this podcast, blog and website and can be used for the educational benefit of our audience and may be published to our platform. All rights reserved.