Send us a text After HS, Reese joined the military and learned about retirement planning on accident in Korea. He is now 34 with a net worth of roughly 950k and has taken zero loans to buy anything besides mortgages. Reese made all the silly mistakes as a new teacher such as opening a 403b with Equitable but learned from being burned. From then, he made finances his passion. Reese and his wife and alternated their educational pursuits leading to her just finishing her doctorate and Reese working...
May 05, 2024•54 min•Season 4Ep. 163
Send us a text Jason and his wife have two young children and are both teachers in Mississippi. Jason has become an expert in the area of benefits and the pension in his home state. He is now sharing his passion for understanding these benefits will all teachers in his state. Although he knows he could be making more money in the private sector, he says that all of the benefits of teaching, especially early retirement, are way too much to give up. Jason and his wife both plan on retiring before ...
Apr 28, 2024•56 min•Season 4Ep. 162
Send us a text Tiffany began as a teacher in GA and was married to a teacher for over 15 years. However, they could never get on the same page in regards to their money. However, as she went through a divorce, Tiffany has been able to improve her financial situation and learn more about finances. Increasing her knowledge has become important of her long-term goals. In order to learn, she went back to school to become a CFP. Currently, she is working to help other educators, in particular school ...
Apr 21, 2024•47 min•Season 4Ep. 161
Send us a text Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur’s Retirement Account . Sean has discussed personal finance and tax on numerous podca...
Apr 14, 2024•58 min•Season 4Ep. 160
Send us a text Is the grass really greener on the other side? Many teachers are filing for the exits to leave education but Nancy did the opposite. Nancy spent in the private many years sector in HR before moving into her role as a Career and Technology teacher in NC. What are the pros and cons of each? Many teachers (myself) only know education...K-12 to college and then right into the classroom. Only a few years away from retirement, Nancy is continuing to learn about personal finance and how ...
Apr 07, 2024•41 min•Season 4Ep. 159
Send us a text What is the S&P 500 and why is everyone talking about it? Lucretia is the daughter of two teachers and spent 20+ years working for IBM. After digging into teacher retirement options, she realized teachers all over were getting the raw end of the deal with high fees and bad products. This has led Lucretia to retire early and start a passion project to help people build wealth and do it all for FREE! Check out her website for free articles and articles geared toward teachers. ht...
Mar 31, 2024•45 min•Season 4Ep. 158
Send us a text Dave is a natural saver, Stephanie is a natural spender and BIG giver. Together, they have been trying to make financial headway by living a very frugal and debt free lifestyle. In December of 2019, their world was rocked as Stephanie was diagnosed with an aggressive and fast moving cancer diagnosis. Last summer, Stephanie's dad was in a life changing car accident that left him in the hospital for 5 months and is now having to learn how to walk and eat again. How can you you save,...
Mar 24, 2024•43 min•Season 4Ep. 157
Send us a text Trevor and his wife are both special education teachers in the Bluegrass State. In addition to Trevor's role in the classroom, he is also the varsity HS basketball coach at his high school. Together, they paid off 140k of debt in a 3 year period. You don't want to miss this incredible story! Be a guest on the show: https://www.financiallyindependentteachers.com/contact-8 Check out our website: https://www.financiallyindependentteachers.com/ Sign up for FIT coaching: https://www.fi...
Mar 17, 2024•47 min•Season 4Ep. 156
Send us a text Rachel has been teaching for 11 years, makes around $55,000 per year AND she is on pace to retire early and become a net worth millionaire...her NW is currently 500K at 32 years old! Her husband is also a middle income earner in the world of education and Rachel is on a mission to help teachers believe they can do it, too! Check out Rachel's fun and informative videos on Instagram @teachertomillionaire -Educating teachers about their money -Providing content we never learned in sc...
Mar 10, 2024•53 min•Season 4Ep. 155
Send us a text Eric is a single teacher in Minnesota with a net worth north of 250k. Eric is currently a math interventionist and now has a much better work-life valence than being a classroom teacher. How can a 35 year-old making less than 60k make this happen? Listen to this week's show to find out! Be a guest on the show: https://www.financiallyindependentteachers.com/contact-8 Check out our website: https://www.financiallyindependentteachers.com/ Sign up for FIT coaching: https://www.financi...
Mar 03, 2024•45 min•Season 4Ep. 154
Send us a text Gavin has spent 15 years in the classroom with public and private school teaching experience in Southern California and calls himself the opposite of the FIRE MOVEMENT. Gavin is married with two young children under the age of four while his wife stays at home. Gavin's net worth has hit the double commas and he is now a net worth millionaire. Be a guest on the show: https://www.financiallyindependentteachers.com/contact-8 Check out our website: https://www.financiallyindependentte...
Feb 25, 2024•39 min•Season 4Ep. 153
Send us a text We are thrilled to have former colleague and friend, Brandon Akins back on the show! Brandon was the FIRST guest to ever record with us on the FIT Podcast in 2021. How does Brandon manage being a dad (x2), coaching, side hustles, marriage and mindset? Check out his powerful podcast where Brandon talks about running his race and not being concerned about the opinions of how others choose to spend their time or money. Be a guest on the show: https://www.financiallyindependentteacher...
Feb 18, 2024•52 min•Season 4Ep. 152
Send us a text In a throwback to the early days, we have some bonus content for you! This is such good information, we had to keep recording! Chris Nye joins Dave and the Millionaire Math Teacher and he has been featured on the popular 403(b) Wise mini series titled "Learned By Being Burned" and has developed a passion for teaching his fellow teachers about the dangers of high fees and investment education. Not only is Chris a teacher, he is also a financial planner who specializes in helping te...
Feb 11, 2024•1 hr 9 min•Season 4Ep. 151
Send us a text Angie is a North Carolina educator in her 30th year! Single with no kids, she started her life over at 50 years old with debt and very little invested. Today, she has over 200k in investments and is debt free (besides her home). Angie started out as a agricultural teacher and eventually moved into a CTE position. During her "starting over" period, Angie went back to school to get her masters degree and is now a 12-month employee as a Digital Learning and Teaching Facilitator for m...
Feb 04, 2024•52 min•Season 4Ep. 150
Send us a text Connor and his wife are both teachers in Illinois who came on the FIT Podcast in Season #2. Connor is back to check in with an update to his financial plan as well as their most recent decisions on being landlords and starting a new side hustle. Be a guest on the show: https://www.financiallyindependentteachers.com/contact-8 Check out our website: https://www.financiallyindependentteachers.com/ Sign up for FIT coaching: https://www.financiallyindependentteachers.com/services-4...
Jan 28, 2024•54 min•Season 4Ep. 149
Send us a text The gap between financial stress and financial peace is littered with traps, myths, distractions and slick marketing designed to keep you brainwashed and in debt. In Breaking Free From Broke , George does the research for you and exposes the money myths and traps about: Credit cards and credit scores Student loans and car loans Mortgage mishaps and mistakes Investing traps and get-rich-quick schemes Marketing and consumerism tactics George shares the story of how he broke free fro...
Jan 21, 2024•46 min•Season 4Ep. 148
Send us a text Sarah is an 8th grade English teacher who also serves as the department chair at her school. Sarah and her educator husband both teach in Los Angeles California, which has an extremely high cost of living. They started in their 20's like most teachers, student loan debt + credit card debt but really wanted to own their own home. In order to realize their dream of home ownership in a HCOL area, they learned to be frugal and fearless with their decisions. Sarah says they haven't don...
Jan 14, 2024•49 min•Season 4Ep. 147
Send us a text Brandon and I are excited to launch Season Number 4 of the Financially Independent Teachers Podcast. We are so thankful for the FIT Family and all of you supporting the movement of providing hope for teachers and their finances. Be a guest on the show: https://www.financiallyindependentteachers.com/contact-8 Check out our website: https://www.financiallyindependentteachers.com/ Sign up for FIT coaching: https://www.financiallyindependentteachers.com/services-4...
Jan 07, 2024•37 min•Season 4Ep. 146
Send us a text Jordan is a former educator in Minnesota and has been involved at a variety of levels in education. Jordan started at Roth IRA as an 11th grader in HS but also went down the road of day trading, crypto and says he has made just about any mistake you can imagine. Even though Jordan is out of education, he is currently married to a middle school teacher. They invest in the 457(b), Roth IRA's, and have a few 529's set up for their kids. Listen in as Jordan talks about a wide array of...
Dec 17, 2023•51 min•Season 3Ep. 145
Send us a text This week, Dave and Brandon were interviewed on the Teach and Retire Rich Podcast. With their permission, we are sharing their interview with us at FIT.
Dec 10, 2023•56 min•Season 3Ep. 144
Send us a text Muskee has been teaching for 18 years in Maryland. Although he is wired as a saver and never wandered into debt, he wasn't exactly being very intentional with his money either. To make major progress, multiple side hustles and building his house with his own two hands, Muskee's story covers nearly EVERY topic in personal finance.
Dec 03, 2023•50 min•Season 3Ep. 143
Send us a text Dave and Brandon are big believers in financial coaching. For most, a one-time financial coaching session help create a vision for staying on the path to financial independence and the simple path to wealth! Whether you are killing it or whether you feel like your finances are getting killed, something can be learned.
Nov 26, 2023•38 min•Season 3Ep. 142
Send us a text The Godfather of FI is back! JL Collins, author who wrote the foreword to The FIT Position is back with the sequel to best selling book The Simple Path to Wealth. Have you ever wondered how all kinds of people from all over the world gain control of their finances, attain FU money and achieve financial independence? Are you looking for ideas on how you can better follow the Simple Path to Wealth? Would you like to pull the FI finish line closer? Through fascinating first person ac...
Nov 19, 2023•54 min•Season 3Ep. 141
Send us a text Benn has been teaching and coaching for over a decade in a charter school in Western Massachusetts. He worked with his district to add more affordable investment options and maxed out his salary by "moving lanes" on the teacher pay scale.
Nov 12, 2023•1 hr•Season 3Ep. 140
Send us a text Emily is newly married and just became a mom, she recently decided to step away from education and move into a full time financial coach, helping teachers with their finances. Have you struggled with the decision to stay in education or move in an alternative direction? Emily details some of the thought process of getting out of Ed and how she combined finances with her husband. Emily also talks investing, social security and the teacher pension. Check out Emily on social media: I...
Nov 05, 2023•44 min•Season 3Ep. 139
Send us a text Justin is back to give us the most recent news regarding public student loan forgiveness. Justin Garritt is a former Maryland teacher turned financial advisor. On this episode, Justin does a deep dive with us the latest regrading loan forgiveness and important deadlines. Justin's Website https://garrittfinancialsolutions.com/
Oct 29, 2023•39 min•Season 3Ep. 138
Send us a text Justin Garritt is a former Maryland teacher turned financial advisor. On this episode, Justin does a deep dive with us regarding open enrollment, health benefits and options for teachers to store their money and legally hide money from the IRS. According to Justin, " Part of why America’s wealth gap is widening is because our financial system is not set up to support middle class Americans. It infuriates me that selfless and dedicated educators are kept from the high-quality, unbi...
Oct 22, 2023•51 min•Season 3Ep. 137
Send us a text Aaron and his wife are both teachers in NE Ohio. A few years ago, Aaron started getting serious about personal finances. Through podcasts and reading, Aaron quickly realized the importance of investment fees and started the process of getting out of AXA/Equitable. Aaron has been married for 8 years and has two young children. On this episode, we discuss student loan forgiveness, how much he invests, what he invests in, Ohio teacher pensions and more. Aaron and his wife are project...
Oct 15, 2023•52 min•Season 3Ep. 136
Send us a text YANELY ESPINAL is a Brooklyn-born ball of energy! She's an educator with a gift for storytelling and a passion for explaining financial concepts in a straightforward way . While working as an elementary school teacher, she decided to change her financial life by paying off $20,000 of debt in just 18 months.
Oct 08, 2023•51 min•Season 3Ep. 135
Send us a text Courtney is a single teacher in Colorado. An avid hiker and thrill seeker, Courtney has self admittedly been a spender for most of her life. After a near tragic car accident, her life changed forever. Courtney received a small financial sum from her accident and she did not want to "blow" her opportunity of getting on track with her finances. She has only been on this financial journey for less than a decade but is inspired to make baby steps to her end goal of having the OPTION t...
Oct 01, 2023•47 min•Season 3Ep. 134
