- 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!
The beer segment begins at the 17:30 mark.
- 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.”