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Sweet 16...21.....these are HUGE milestone birthdays in life! Does the party end at 21? Tune in as I talk about MAJOR milestone birthdates that play a large role in your personal finance life. Spoiler alert...21 is just the beginning of the FUN!

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Pat has been on DOZENS of cruises and was inspired to start her own social media page, giving tips and tricks to first time cruises and veterans alike. Have you ever considered a cruise or do you like to travel in general? Pat discusses the fun of cruising, how to find a deal, tips for packing, cruise line stereotypes, cost, and much more! As we prep for summer, it is time to start thinking of having fun! 

Check out Pat's Youtube channel below:

https://www.youtube.com/channel/UCCGeGT70LAHp6eUiXbCkMGw/videos

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Daniel has been teaching in NC for almost 30 years. Unfortunately, the first few decades of his career, he wasn't very informed on his NC teaching benefits, his pension, or investing. Whether you start to learn in your first year or toward the end of your career, it is never TOO late! Now, Daniel is investing, becoming an expert on all things NC teacher benefits, and is even teaching colleagues in the Charlotte area about their benefits. If you want to hear someone who has had a life changing money mindset shift, you won't want to miss out! 

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Cody Garrett (not to be confused with our good friend, Justin), is a CFP and a regular on the ChooseFI message boards and FB group. By know, most of us know about the Roth IRA, 401(k), 403(b), and 457(b)...but many of us (myself included) have been in the dark about a taxable brokerage account. Cody is here to talk about all the positives of having one of these amazing accounts.  Remember, after you retire, you won't be able to contribute to your workplace 403(b), 457(b) etc. Also, you need EARNED income (pension doesn't count) to still invest into an IRA. Personally, I opened up a taxable brokerage account when the market dipped in COVID and I like to call it my "opportunity fund". It has been a major blessing to our family! 

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Eric is a teacher and coach in the Boston area. In the episode, he lays out ideas for building financial success in a HCOL, we discuss renting vs buying, and his mini stint with financial independence when he moved his family to France for a handful of years. What did he enjoy? What were the pros and cons of living internationally? 

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Nancy is in wrapping up "Act II" of her life journey. Act I was living in Ohio and working in HR in the corporate world. Act II brought her to the beaches of NC to become a CTE teacher at Jacksonville High School. With a few decades of teaching under her belt and only a few years left until retirement (Act III), Nancy has been gazelle intense, working on having her financial house in order as she gets ready to ride off into the sunset and travel the world as a part of her final act. 

Nancy first appeared on FIT last year on episode 159 (check that out to hear more about her personal story). Since then, she has officially become a net worth millionaire and is helping others along the way! 

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While cruising the Western Caribbean, I had GRAND plans to read a book a received for Christmas titled "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement"...well, sometimes grand plans do not come to fruition! Luckily, we had a 6 hour wait in the Miami Airport, so I had a chance to finally read that book that I had planned on reviewing earlier in the week. 

In this episode, I give a brief review of the book and highlight the 3 main buckets to store your money as you prepare to exit working. The NOW bucket, the SOON bucket, and the LATER bucket. 

Which accounts go in each bucket? How should you think about retirement? Check out the highlights of the book in this week's episode! 

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John Chester, the Millionaire Math Teacher is back on the show to continue our discussion on the current state of the stock market. As a retiree and in his late 60's, what is his perspective on the market? Will he get out? Will be buy more? We talk about his portfolio and diversification allotment. 

How do you mentally and emotionally handle large swings of 50k+ gains/losses? All of this and more! 

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What a crazy week! The stock market is down around 10%...should I keep investing? Should I sell? What can I control when we face these uncertain times? Former teacher and current financial advisor, David Gourley joins us on the show, almost in REAL TIME to discuss! 

David is a former coach and high school math teacher, helping teachers from around the country build their financial foundation and grow their wealth. Check out David's website below! 

https://www.k-12planning.com/

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Allison has been a history teacher in NC for over a decade.  Currently, she is teaching at a Charlotte area Early College and has taken on the task of learning new curriculum by teaching NC's new EPF course. 

The theme of Allison's story is resilience! Like many, she has regrets on how she used her student loans in college and has worked hard to overcome her mistakes. From credit card debt, and student loans to co-signing on a student loan for a former partner, Allison's pre EPF life gives her lots of content to share in class. 

Now, Allison has opened some high yield savings accounts, mastered a budget with her irregular income earning husband, started investing, improved what she calls her "tanking" credit score, and is a go to for colleagues to learn from.

Her future is bright as she can see the light, even as a teacher in NC!

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