RH 026 Money Letters and White Christmas

Show Notes

Retirement Segment

  • Jackie is the author of Money Letters 2 My Daughter, working professional and a parent. She is a financial literacy advocate.
  • She makes presentations and holds workshops for all ages.
  • Financial literacy means learning about money and how it affects it your life.
  • Jackie was raised by a single father so she learned how to stretch and dollar and how to value material things (she had to share a lot).
  • She began collecting $2 bills when she was in high school which started her saving habit.
  • Jackie’s purpose in writing Money Letters 2 My Daughter was to teach her all the things she learned about money. She started writing the book when her daughter was in high school.
  • Jackie’s biggest mistake was buying a new car when she was 19. Eventually she discovered that she could not afford the payments. Her bank refused to refinance because she owed more than the car was worth.
  • She became financially independent in 2017. She defines having assets worth at least 25 times annual expenses.
  • Her biggest challenge in achieving FI was going through divorce.
  • Jackie plans to retire in about a year. Her biggest concern is health insurance. Roy provides insight into the ACA based on his experience.
  • Her plans after she retires include continuing her financial literacy work, another book and earning a Master’s degree.
  • Jackie’s podcast pairs well with  RH 007 FIRE and Jubelale. Check it out!

Beer Segment

The beer segment begins at the 17:30 mark.

Money Letters

  • Jackie made her beer selection with help from her daughter who is into craft beer.
  • She selected and tasted four beers. Her number one choice is Sam Adams White Christmas. Bells Oberon came in second.
  • Brewed by Boston Beer Company (Samuel Adams)
  • Style: Belgian Wit bier
  • Alcohol by volume (ABV): 5.80%
  • Availability: Winter
  • “As crisp as the first snowfall of the year, this unfiltered white ale is blended with holiday spices including cinnamon, nutmeg, & orange peel. The familiar citrus and wheat characters of the ale are complemented by the warmth of the spices for a festive brew that’s perfect for the season.”

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