Are you a teacher dreaming of early retirement? In this episode of The Teacher Money Show, Shaun Morgan sits down with Rachel (@teachertomillionaire), a veteran middle school math teacher and passionate financial educator, to talk about how taxable brokerage accounts can play a key role in your early retirement plan.
Explore the show notes at:
https://www.teachermoneyshow.com/show80
Become a guest on the show:
https://www.teachermoneyshow.com/guest
Leave a voicemail question:
https://www.speakpipe.com/teachermoneyshow
The brokerage I recommend is Fidelity (Referral link)
https://fidelity.app.link/e/oCNKRWIuoNb
In this episode we discuss early retirement and how retirement accounts like the IRA and 457 are great, but can't beat taxable accounts for flexibility, no contribution limits, and even the possibility of 0% capital gains tax in early retirement.
💰 Rachel shares her simple, effective three-fund portfolio strategy
📉 How she escaped a high-fee 403(b) vendor (saving nearly $1M!)
🚀 Why automating your investments is key to long-term success
🧠 How to mentally treat your taxable account as a retirement vehicle
🎯 Rachel offers a free "How to get out of a high fee vendor" and "Ticker symbol cheat sheet". You can find them in the show notes!
#financialindependence #teachersidehustle #taxablebrokerage #earlyretirement #teacherfinance #403b #investingforteachers #financialliteracy #fi #teachermoneyshow
