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Fast Times & Caddyshack | Mark Trautman | 012
Episode 12

Fast Times & Caddyshack | Mark Trautman | 012

Catching Up to FI ยท Bill Yount & Becky Heptig

April 30, 20231h 1m

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Show Notes

Mark Trautman is a community member, he was a caddy, a valet, and a mutual fund manager for 25 years and retired early at 50. He lives off his portfolio and in Crested Butte, CO. Mark lost his lovely wife to cancer two years ago. He is a financial whiz and takes us on his personal and money journey dropping knowledge bombs the entire show. From Tigger backpacks to Coca-Cola compounding to 529s you'll hear much about Mark's Money Mind! Don't miss this one.

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Resources mentioned on the show:

Mr. Money Mustache's "The Shockingly Simple Math to Early Retirement"

After the Death of Your Spouse: Next Financial Steps for Surviving Spouses by Mike Piper

Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins

ICE Binder

Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LIfe by Jordan Grumet

Mark's Money Mind

Ramit Sethi

Brad Kontz Money Scripts

Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken

The Wealthy Barber: Everyone's Common Sense Guide to Becoming Financially Independent by David Chilton

The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.