In this episode of Everything But The Lesson Plan, financial expert Lisa Matthews joins Franchesca to explore why retirement is more than just saving—it’s about creating a vision for the life you want. From dreaming big to planning smart, this conversation helps educators prepare for a future filled with purpose, not just pensions.

About Lisa Matthews

Lisa Matthews is the CEO and Co-Founder of Ask Bree and Lisa, LLC. Alongside her co-founder, she is a licensed financial professional specializing in helping individuals grow their money both risk-free and tax-free through strategic retirement planning. Motivated by personal experiences with the consequences of inadequate financial preparation within their own families, the founders established the company with a mission to inspire everyday individuals to dream again. They believe that everyone—regardless of their starting point—deserves the chance to envision and achieve their ideal retirement. Their work goes beyond traditional financial advising, offering comprehensive strategies designed to transform retirement goals into attainable realities.

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About Franchesca Thompson

Welcome to the "Everything But the Lesson Plan" a podcast brought to you by Thrive12, an education company designed to ensure you thrive every month of the year. I am an educator, entrepreneur, and influencer on a mission to transform education with innovative tools, tips, and resources for educators everywhere!

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The information shared in this episode is for educational and informational purposes only and should not be considered financial, legal, or tax advice. Always consult with a licensed financial advisor or other qualified professionals to determine what may be best for your individual needs. Lisa Matthews and Ask Bree and Lisa, LLC are not affiliated with any school district or government agency.