Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207
Catching Up to FI
Jackie's Journey To $1.3M
Jackie recounts starting with little retirement savings and building to $1.3M by maxing accounts and consistent investing.
APRIL IS FINANCIAL LITERACY MONTH! What happens when you hand a room full of almost-graduates a microphone, a few $2 bills, and permission to ask the money questions most adults still avoid? In this special on-the-road episode, we take you inside the financial literacy presentation at the University of Tennessee to share a few highlights of our recent talk. It's energetic, imperfect, and deeply encouraging. Financial literacy doesn't have to be stiff or scary. Sometimes it just looks like showing up, telling the truth about your mistakes, and helping the next person get a much earlier start than you did.
This episode covers:
➡️ Highlights from Bill and Jackie's live financial literacy presentation at UT Knoxville
➡️ Why young adults need practical money education before entering the workforce
➡️ The difference between being rich and being wealthy
➡️ Why savings rate matters so much for financial independence
➡️ How to think about 401(k)s, employer match, vesting, and job changes
➡️ Why index funds and simple investing often beat picking individual stocks
➡️ Jackie's $2 bill story and how tiny saving habits can shape a lifetime
➡️ Bill's "rich doctor syndrome" story and the danger of lifestyle inflation
➡️ How listeners can adapt this presentation for their own school, church, or community
.
=== SUPPORT THE SHOW ===
🌐 Visit Catching Up to FI website
☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"
🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
.
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===
📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. 👉🏼 Be sure to use this link to get started: Go.boldin.com/catchingup
Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course
Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
.
RESOURCES MENTIONED ON THE SHOW:
📘 If You Can: How Millennials Can Get Rich Slowly (free digital download)
📄 Copy of Our Presentation Slides to UT Students
⏰ Related Episodes
I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206
Questions from Students (coming in April)
.
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
.
📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
The AI-powered Podcast Player
