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Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Released Sunday, 18th February 2024
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Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Reflections and The Big Reveal! | Bill Yount & Becky Heptig | 060

Sunday, 18th February 2024
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This week is a bittersweet episode for the Catching Up to FI team as our beloved friend and co-host, Becky, announces she’s stepping down from the podcast next month in order to pursue other aspirations during her go-go years of retirement as well as spend more time with her grandkids. While she may not be asking questions on the podcast, be sure to look for Becky in the Facebook group and FI community as she will be present and active in those spaces.

Becky, we want to thank you for all you’ve done to mold the Catching Up to FI community, foster meaningful and educational conversations, and give practical yet compassionate advice to all of us in the financial independence space. Your dedication, spark, and humor will be missed on the podcast but we can’t wait to see where life takes you in the coming years. 

Although we cannot replace Becky, we are excited to welcome the lovely and joyful Jackie Cummings Koski to the show! Jackie is a transparent financial educator and author of "Money Letters to My Daughter" (and upcoming book, "F.I.R.E. for Dummies"). She has helped Bill co-host as a guest on previous episodes and is excited to jump into the seat full time. Bill and Jackie are cooking up some tasty future episodes, so be sure to stay tuned!

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Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

Money Letters 2 My Daughter by Jackie Cummings Koski

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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