# Mary Ann Sullivan

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EP 181-Mary Ann Sullivan (CA) Teacher--->Instructional Coach--->Admin--->District Office--->Financial Advisor

Send us Fan Mail Mary Ann Sullivan has done it all! Classroom teacher, instructional coach, admin, and work at the district office. She has recently moved out of education with an "early" retirement but is coming back to be a CFP and help teachers with their finances.  On this episode, we discuss 4…

Retired Educator Turned Fiduciary Advisor (#372)

Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for appre…

Pensions + Union Benefits w/ Mary Ann Sullivan, CFP®

Learn from pension and union benefits expert, Mary Ann Sullivan!Contact Mary Ann: www.395financialplanning.comThis content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

90: Target Date Funds and When to Move On with Mary Ann Sullivan

In this episode of The Teacher Money Show, I sit down with financial planner Mary Ann Sullivan from 395 Financial Planning to dive into Target Date Funds (TDFs) — what they are, when they work well, and how teachers can know when it’s time to move beyond them to optimize their retirement investment…

Beyond Credentials - The Critical Difference Between Trust and Credibility in Financial Services

In the world of financial planning, impressive credentials and industry certifications are everywhere—but do they guarantee trustworthiness? This eye-opening episode features financial planner Mary Ann Sullivan, who reveals the crucial distinction between credibility and trust that every consumer n…

He Makes His Young Kids Listen to Our Pod (#395)

We had a blast speaking with North Carolina educator/retirement plan advocate, Daniel Noles. Not only is he helping colleagues get wise to saving for retirement, he makes his own kids listen to our pod. But don't hold that against him! As he closes in on retirement he's considering a second act as …

Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyda…

Episode 2 - Mary Ann Sullivan

Today's guest is Mary Ann Sullivan, financial planner and owner of 395 Financial Planning. Learn more about Mary Ann's journey to becoming an Advice-Only advisor, hear her favorite client success stories, and learn why financial independence is THE goal everyone should be striving for.

The Boston Strangler: Confession, DNA, and the Truth We Missed | The Missing Investigation

In this episode of The Missing Investigation, host Susanna Humphries dissects the complex and controversial history of the Boston Strangler case. This is not just a recounting of thirteen horrific murders between 1962 and 1964; it is an exploration of how jurisdictional failures, flawed forensic sc…

The Boston Strangler: Confession, DNA, and the Truth We Missed | The Missing Investigation

In this episode of The Missing Investigation, host Susanna Humphries dissects the complex and controversial history of the Boston Strangler case. This is not just a recounting of thirteen horrific murders between 1962 and 1964; it is an exploration of how jurisdictional failures, flawed forensic sc…