Catching Up to FI

I just received 3 coffees from Corrine Foree on @buymeacoffee! buymeacoffee.com/catchinguptofi…

@DaffyGiving 100%

"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 🧵

@DaffyGiving So true! Daffy democratizes giving for everyone, makes it simple, social, and fun. Great interface. Great features that you won’t find anywhere else!

I just received 3 coffees from Shaz on @buymeacoffee! buymeacoffee.com/catchinguptofi…

@_Investinq Pure Gold

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.

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=r6M7Nf…

👀 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

👀 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

👀 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/people/emma-vo… #catchinguptoFI #LateStarterFI #FIcommunity #EmmavonWeise #CommunityCollegeHacks #DitchtheJoneses #RoadtoFreedom

👀 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/people/emma-vo… #catchinguptoFI #LateStarterFI #FIcommunity #EmmavonWeise #CommunityCollegeHacks #DitchtheJoneses #RoadtoFreedom

👀 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

👀 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

👀 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

👀 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

👀 Sneak peek for Sun Ep 164 w/ @AzulTerronez: Screenwriter, TEDx Speaker w/ 4.5M+ views; 📚USA Today, Wall Street Journal Bestselling Author, Podcast host Authors Who Lead™️ and Story Whisperer Historical. 🌐 authorswholead.com #catchinguptoFI #LateStarterFI #FIcommunity

👀 Sneak peek for Sun Ep 164 w/ @AzulTerronez: Screenwriter, TEDx Speaker w/ 4.5M+ views; 📚USA Today, Wall Street Journal Bestselling Author, Podcast host Authors Who Lead™️ and Story Whisperer Historical. 🌐 authorswholead.com #catchinguptoFI #LateStarterFI #FIcommunity

Excited to announce that I’ve joined forces with the Financial Influencer Network to bridge the gap between financial expertise and accessible education. FinancialInfluencerNetwork.com!" #FINExpert #FinancialInfluencerNetwork #FIN