Episode 506: Somebody's Drinking Mommy's Milkshake, Tax Considerations In Retirement, Ditching The TSP, And Portfolio Reviews As Of May 1, 2026
In this episode we answer emails from Kyle, Tim, and Tim. We discuss dealing with a recalcitrant parent who won’t talk about the straw in their milkshake, outline flexible retirement withdrawal planning with asset swaps, and explain how to escape TSP limitations.And THEN we our go through our wee…
Achieving Financial Independence as a Late Starter w/ Bill Yount #1139
The vast majority of HTM listeners are Gen Z and Millennials - people who are starting early and taking the bull by the horns. But that’s not true for everyone in our audience, and it’s certainly not true for the average American. Our guest today didn’t even start thinking about financial independe…
Why Your Brain is Hardwired to Keep You Working (and How to Fix It) | Aubrey Williams | 214
What if the thing keeping you from Financial Independence (FI) isn't your income, your portfolio, or your math. It's probably the quiet belief that you still need "one more year" when you actually don't. Our guest on this episode is Aubrey Williams, a former particle physicist, radar-tech leader, d…
Why You Should Stop Beating Yourself Up for Starting Late | "How To Money" Crossover | 215
What if the biggest difference between someone who starts at 22 and someone who starts at 50 isn't intelligence or income, but simply the moment they finally decide, nobody's coming to save me? In this crossover episode, Bill joins Joel on "How to Money" to tell the brutally honest and surprisingly…
Why "One More Year" Isn't Always a Mistake | Bill, Jackie, Patrick | 217
What if "one more year" isn't a failure of courage. What if it's a messy, human, sometimes wise transition between the life you built and the life you're finally ready to choose? In this spontaneous, unusually raw episode, Bill, Jackie, and Patrick crack open the emotional side of financial indepen…
604 | Getting Personal With Personal Finance: Bill Yount
Bill Yount reached financial independence at 60—then froze. His financial advisor confirmed 100% security, yet instead of relief, he felt disoriented fog. The emergency medicine physician who transformed from YOLO spender to 40% saver now struggles with a question that haunts many late starters: if…
The Income Trap: How Not to Become A Millionaire | ChooseFI Crossover | 236
What happens when you finally reach financial independence and your brain responds with, "Great, now what?" In this special crossover from ChooseFI, Ginger turns the microphone on Bill and digs into the part of financial independence that spreadsheets rarely prepare us for. He shares how a lawsuit …
Live From CampFI: The Power of Community with Bill Yount (Catching Up to FI) | 115
Live From CampFI: The Power of Community with Bill Yount (Catching Up to FI) | 115This one's different. We recorded this episode LIVE, on location, at CampFI Midwest Week 1, and I brought in Bill Yount from the Catching Up to FI podcast, to co-host it with me.
Bill and I have been talking about jam…
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
![#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]](https://cdn-images-3.listennotes.com/podcasts/retirement-planning-education-with-andy-PBYVsOcuwq--olBZ2IRP0Qm.300x300.jpg)
In this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AFC®, talk all about traditional defined benefit pensions. What they are, how they work, how to decide between taking payments vs a lump sum and much mo…
49. Rich, But Not Wealthy: A Physician's Path to Financial Independence | Bill Yount, MD
BRIEF CONTENT NOTE This episode contains a brief discussion of suicide involving a child as Bill describes the emotional burden physicians may carry from working in emergency medicine.
A physician can earn a substantial income and still look at their finances at 40, 50, or even 60 and wonder: How …
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