Jackie Cummings Koski: Late Starters Can Still Find FIRE

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 20 August 2024

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

The podcaster and author of F.I.R.E for Dummies wants more people to know financial independence is within reach, even if they’re getting a late start or starting small.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview.
0:34.6	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.2	And I'm Amy Arnaut, portfolio strategist for Morningstar. Our guest on the podcast today is Jackie
0:44.7	Cummings Koski. She's a certified financial planner and she's the author of a new book, Fire for Dummies.
0:51.6	Fire stands for Financial Independence, retire early. Jackie is also the co-host of a
0:57.0	podcast, catching up to FI, geared toward people getting a late start on financial independence.
1:03.5	She's founder and CEO of Money Letters LLC, which is geared toward providing financial education.
1:10.0	She received her undergraduate degree in communications and journalism from Augusta University
1:15.0	and her master's degree in personal financial planning and financial therapy from Kansas State University.
1:22.1	Jackie, welcome to the Longview.
1:24.1	Thanks, Pristine and Amy. It's great to hang out with you guys. Well, it's so great to have you here, Jackie. We wanted to talk to you for a while and we're excited about your new book. But we want to start, and we will delve into the book, but we want to start with your personal story and your fire journey. You've said that you grew up in a family without a lot of financial resources.
1:45.6	Your dad raised you and your siblings, and he didn't have much education. So can you talk about
1:51.7	how that affected your attitudes toward money? It sounds like it was very formative experience.
1:57.9	Yeah, it really was. So I was raised by a single dad with six kids.
2:02.7	And, you know, being an adult now and looking back, I'm like, I don't know how he did it.
	...

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