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 indep...
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: ...
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 lawsui...
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 j...
#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 ...
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: Ho...
Why High Income Isn’t Financial Security with Dr. Bill Yount
Money conversations with your kids matter more than your income. Emergency physician Dr. Bill Yount learned that the hard way. After decades of high earnings, single-digit savings rates, and silence about money at home, a lawsuit at age 50 forced a financial reset. Today he’s financially independ...
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: ...
Catching up to FI | Becky Heptig & Bill Yount
Bill Young changed his spending from near zero savings to a 35-40% rate in just one year — as an emergency room physician who had already blown through a high income. This episode features Bill and Becky Heptig, hosts of the new podcast Catching Up to FI, who share how they rebuilt their financia...
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 b...
