#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 16 October 2025
⏱️ 118 minutes
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| 0:00.0 | Let's have another real person chat where today I'm joined by Jackie Cummings-Coski, the co-host of the Catching Up to FI podcast on this, the 174th episode of the Retirement Planning Education Podcast. |
| 0:14.0 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social |
| 0:22.9 | security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. |
| 0:28.9 | And now here's your host, Andy Panko. |
| 0:31.5 | Hi, everyone. Welcome back. Thank you as well as for listening. So today is another real person |
| 0:35.8 | episode, but it is not the standard real person episode. |
| 0:40.1 | Today's guest, Jackie Cummings-Coskey, as you'll hear in our chat, left the corporate world in a non-financial role. |
| 0:47.4 | She wasn't an advisor, still isn't an advisor, but has since become super knowledgeable in personal finance and has also become a fixture, a presence |
| 0:57.5 | in the financial education community. She's the co-host of the catching up to FI, which |
| 1:04.0 | hands for financial independence as you'll hear, catching up to FI podcast. She wrote the book, |
| 1:08.1 | literally wrote the book, Fire for Dummies, where fire is financial |
| 1:10.9 | independence retire early, which you'll hear us talk much more about in the episode. |
| 1:14.2 | And I learned a lot from it, too. |
| 1:15.8 | She wrote another book before that. |
| 1:18.1 | So she is, she took the knowledge she learned on her journey of educating herself and personal |
| 1:22.7 | finances, really turned it into something fantastic. |
| 1:25.4 | She's helping educate millions of people through the |
| 1:29.8 | book, to the podcast, through other social media outlets. So fantastic guests, amazing story. I'm super |
| 1:36.4 | glad she's here, you know, was willing to come on and talk and share her background. I've known |
| 1:41.9 | her in the virtual world only in Facebook for about five |
| 1:44.7 | years. We've crossed past just from posts and stuff. And I think she's been a consumer of a lot of |
| 1:50.0 | the things I've put out to the world. So it's great to finally meet her firsthand. So I won't give much |
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