# Jackie Cummings Koski

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Small Money Ideas That Lead To Bigger Conversations | AICPA Crossover | 241

What if the smartest financial planning move isn't a 100-page plan, but one question that makes you stop and say, "Wait... I can do that?" In this crossover with the AICPA Personal Financial Planning Podcast, Jackie puts on her professional hat for two conversations about the small ideas that can c…

Debunking the Biggest Retirement Fear Tactics With Erin Talks Money | Erin Talks Money | Erin Moriarity | 242

Erin Moriarity, the plain-English force behind Erin Talks Money, joins Bill and Jackie to unpack why retirement planning gets easier when we stop worshipping giant portfolio numbers and start thinking in income, spending, and real life. Erin traces her path from buying Campbell Soup stock at eight …

FI Back to Basics | Jackie Cummings Koski

Most people think saving $100 a month barely makes a dent in their retirement plans. Jackie Cummings Koski, certified financial planner and author of F.I.R.E. for Dummies, shows how that same $100 can slash your FI target by $30,000—a leverage most investors completely overlook. Jackie returns afte…

Money Letters To My Daughter with Jackie Cummings Koski

Jackie Koski retired from corporate America with a six-figure health savings account — on a salary that never topped six figures. She also grew up in poverty in the deep South, raised a daughter as a single mom, and wrote a book called "Money Letters to My Daughter" to pass on everything she learne…

Late Start, Early Retirement: A Step-by-Step Fast Track to FI

Got a late start on your retirement planning? Do you feel like you missed the boat and won’t be able to retire on your timeline? We’ve got good news for you in today’s episode—it’s never too late for retirement (and even EARLY retirement!). No matter what age you’re at, how much you have in the ban…

How to Make Financial Mistakes and Still FIRE! | Doug Cunnington of Mile High FI Podcast | 243

What if getting to FI has less to do with avoiding mistakes and more to do with surviving them without setting too much money on fire? Bill joins Doug Cunnington of Mile High FI for a refreshingly imperfect look at the financial decisions they wish they could redo. Between them: credit card debt, …

4 Phases of Retirement Explained: The Realities of Each May Surprise You! | Dana Anspach | 244

Dana Anspach, CFP® and founder of Sensible Money, returns to explain why retirement isn't one long, predictable chapter, it's a series of distinct phases with different financial and emotional needs. Using the framework from her new book, Living Off Your Acorns, Dana walks Bill and Jackie through t…

Financial Freedom Beyond Spreadsheets: Writing Books and Songs on FIRE | The Donegans & Monica Scudieri | 245

Alan and Katie Donegan and Monica Scudieri join Bill and Jackie to explore what happens when financial survival mode finally loosens its grip and creative bandwidth comes roaring back. They talk imposter syndrome, discomfort, perfectionism, public speaking, writing books, making music, and why FI c…

A Closer Look At Target-Date Funds: You Won't Believe What We Found! | David Brown & Shaun Davies | 246

Finance professors Shaun Davies, PhD, CFA and David Brown, PhD join the show to give us a look under the hood of target-date funds (TDFs). What they found may surprise you! Their research reveals enormous differences in fees, risk, glide paths, active management, and performance; even among funds c…

The Ultimate Playbook On What "Not" To Do When The Stock Market Drops | Barry Ritholtz | 247

Legendary investor Barry Ritholtz joins the show for a wide-ranging tour through the experiences, mistakes, and behavioral quirks that shaped his investing philosophy and his book, "How Not to Invest". He tells us why becoming a better investor has less to do with being brilliant and more to do wit…