Teach and Retire Rich
329 episodes - English - Latest episode: 7 days ago - ★★★★★ - 71 ratingsTeacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Episodes
Is 403bwise Anti-Union? (#318)
April 19, 2024 09:00 - 20 minutes - 28.7 MBWe address anti-union charges leveled at 403bwise.org Shark Attack NEA Valubilder Expose Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Middle School Math Teacher on a Fin Lit Mission (#317)
April 12, 2024 09:00 - 32 minutes - 44.9 MBRachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd. Instagram: @teachertomillionaire Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be s...
Dan and Scott Speak to Teacher Educators (#316)
April 05, 2024 12:22 - 18 minutes - 25.6 MBDan and Scott talk discuss their keynote address to the Association of Teacher Educators. ATE 403bwise Enlists Teacher Educators in Fight to Fix K-12 403(b) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
10 Questions Posted on the 403bwise Facebook Group (#315)
March 29, 2024 09:00 - 34 minutes - 47.6 MBTo celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. Bad Vendors Who Have Good Plans How to Get Out of a Bad 403(b) How to Get Out of AXA/Equitable Working with a Financial Professional Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This c...
Veteran Teacher. Future CFP® (#314)
March 22, 2024 09:00 - 28 minutes - 39.6 MBVeteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. Teachers Talk Money Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
March 15, 2024 09:00 - 35 minutes - 48.7 MBGrab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial ...
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
March 08, 2024 10:00 - 41 minutes - 56.6 MBJeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. Nectarine @personafinanceclub Personal Finance Club Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financi...
Helping Colleagues Get Wise to Saving (#311)
March 01, 2024 10:00 - 35 minutes - 48.2 MBHockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(b). Peekskill City School District Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Climbing Mountains. Fighting Fires. (#310)
February 23, 2024 10:00 - 51 minutes - 70.9 MBWyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below). Trevor Deighton Retirement Planning Resource Black Diamond Presents: Safety First Photos of Cirque of the Unclimbables/Lotus Flower Tower Photos Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 40...
Jonathan Clements (#309)
February 16, 2024 10:00 - 52 minutes - 72 MBThe former personal finance columnist for The Wall Street Journal and current editor of the excellent HumbleDollar.com talks career, money lessons, and how he's approaching the next phase of his work life. The Money Pit Things I Have Picked Up Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured f...
Liz Weston: Personal Finance Legend Retires (#308)
February 09, 2024 10:00 - 41 minutes - 57 MBLiz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. Retiring Wasn’t Easy Even After Years of Writing About It Investing for Retirement: Why You Might Want to Reconsider That 403(b) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financi...
F.I.R.E.d Teacher Earns CFP® (#307)
February 02, 2024 11:23 - 46 minutes - 64 MBA retired educator and administrator who used F.I.R.E. principles to retire early talks about earning her CFP®, passing the exam, and working with clients. Mary Ann Sullivan Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Financial Hardship to Financial Stability (#306)
January 26, 2024 10:00 - 29 minutes - 40.5 MBSchool custodian turned-accountant describes how the mentorship of Jeff York, who listeners to the podcast might better know as the Wealthy Custodian, helped set her on a path to financial stability. The Wealthy Custodian The Wealthy Custodian Retires (pt. 1) The Wealthy Custodian Retires (pt. 2) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be co...
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)
January 19, 2024 10:00 - 50 minutes - 68.9 MBIndiana middle school teacher Thomas Ferguson cares as much about his colleagues retirement savings as he does his own. Not only does he help educate them on saving, he also runs the engaging Instagram account @IndianafinLit Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified F...
Shady Bid"ness"? (#304)
January 10, 2024 21:55 - 47 minutes - 64.6 MBDid a Southern California benefits consortium fail to act in the best interests of educators? Normally we drop our pods on Friday morning. But this is a time-sensitive episode because of a meeting that will occur Friday, January 12th at 11am PST. In our opinion a Southern California consortium has failed to act in the best interests of educators. We describe the issue in this episode in the hope that educators and others will weigh in by submitting written comments before the meeting and/or ...
2024 Changes Affecting 403(b) Participants (#303)
January 05, 2024 10:00 - 40 minutes - 55.1 MBAnnual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) participants need to know in 2024. 2024 Changes Affecting 403(b) Participants Secure Act 2.0 (pt 1) Secure Act 2.0 (pt 2) Secure Act 3.0 Pod Secure Act 3.0 Podcast Your Future Self: How to Make Tomorrow Better Today Learned by Being Burned - S...
PA Teacher Helps Colleagues Get Wise to Saving (#302)
December 29, 2023 10:00 - 38 minutes - 52.5 MBHappy Valley, PA Elementary teacher, Scott Fritz, is the co-author of a Fin Lit book for Pennsylvania teachers. He's also the go-to fin lit person at his school and district. TL: DR: Financial Literacy for Employees of Pennsylvania Public Schools Scott Fritz Website Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advi...
NEA Allows Private Equity To Prey On Educators (#301)
December 22, 2023 10:00 - 42 minutes - 57.7 MBThe nation’s largest teachers union has been promoting high-fee retirement plans to its members that have underperformed, teachers and experts tell The Lever. The products are sold by a private equity-owned insurance company accused of fraud and mismanagement — and as part of the arrangement, the union’s benefit arm gets millions from the firm. Those words were written by our guest, journalist Freddy Brewster of The Lever. Largest U.S. Teachers Union Allows Private Equity To Prey On Educat...
Teaching Fin Lit to Teachers (#300)
December 15, 2023 10:00 - 49 minutes - 68.2 MBCalifornia high school teacher Matt Raleigh, and retired Colorado teacher and prolific author, Karl Fisch, share their experience teaching a college level personal finance course for educators. They also discuss how you can design and teach a similar course Financial Literacy for California Public School Teachers Karl’s Course Information A Not So Modest Proposal: Teach My Financial Literacy for Educators Class Karl’s Books Collaborate with Karl Matt Raleigh on teaching and co...
Helping Teachers & Students Get Financial Fit (#299)
December 08, 2023 11:12 - 55 minutes - 76.7 MBNorth Carolina high school educators Dave Fleisher and Brandon Speece educate colleagues about saving for retirement, host the Financial Independent Teachers Podcast, and are authors of the new book The FIT Position. Financially Independent Teachers Dave and Brandon 2022 Podcast Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment ...
Helping Teachers & Students Get Financial F.I.T. (#299)
December 08, 2023 11:12 - 55 minutes - 76.7 MBNorth Carolina high school educators Dave Fleisher and Brandon Speece educate colleagues about saving for retirement, host the Financial Independent Teachers Podcast, and are authors of the new book The FIT Position. Financially Independent Teachers Dave and Brandon 2022 Podcast Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment ...
Massachusetts Teacher/Union President (#298)
December 01, 2023 10:00 - 31 minutes - 42.6 MBWe speak with Julia Brotherton, educator and president of the Beverly, MA Teachers Association about her dual roles, and how she helps colleagues get wise to saving for retirement. Beverly 403(b) Plan Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor. Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financ...
Talking Money with Cullen Roche (pt. 2) (#297)
November 24, 2023 10:00 - 37 minutes - 52 MBIn part 2 of our annual catch-up with one of the wisest financial minds we know, Cullen Roche, we talk the national debt, the value of international investing, possible role of A.I. in investing, and Cullen reveals a new project he is working on. Cullen Roche Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Talking Money with Cullen Roche (pt. 1) (#296)
November 17, 2023 10:00 - 37 minutes - 51.9 MBIt's our annual catch-up with one of the wisest financial minds we know, Cullen Roche, an economist, author, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. We talk inflation, what the Fed might do next, fixed income, residential real estate and deflationary credit events. Cullen Roche Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certif...
How NOT to Do Single Vendor (#295)
November 10, 2023 10:00 - 46 minutes - 63.4 MBWe love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong. Teach Plan Retire Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way). Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Fin...
Master of Estate and Retirement Planning (#294)
November 03, 2023 09:00 - 48 minutes - 67.2 MBJames Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning. Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/ note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download. About Jim Meridian Wealth Manag...
She Does the Math & Posts Her Work (#293)
October 27, 2023 09:00 - 49 minutes - 68.5 MBBree Lee is a Bay Area math teacher who runs an impressive fin lit Instagram account (@ritual_finance) where she posts the basics, the more complex, the workings of the CalSTRS pension and her own paycheck breakdown, monthly budget, and growing net worth. Ritual Finance on Instagram Bree's Money Guide for CalSTRS Members Quit Like a Millionaire Arbitrary Lines: How zoning broke the American city and how to fix it. Meridian Wealth Management 403bwise.org Nothing presented or d...
10 Key Student Loan Questions (#292)
October 20, 2023 09:00 - 1 hour - 97.2 MBTeacher-turned planner, Justin Garritt goes deep on student loans including sharing an important deadline (December 31, 2023) for those looking to get maximum value out of PSLF (Public Service Loan Forgiveness). Garritt Financial Solutions Teacher/Travel Hacker Turned Fiduciary Happy Travel Hacker Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner ...
TIPS: Treasury Inflation-Protected Securities (#291)
October 13, 2023 09:00 - 39 minutes - 54.1 MBScott talks TIPS (Treasury Inflation-Protected Securities), and the dramatic rise in their real rate of return. TIPS Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
403bwise Milestone + Bad New Jersey District (#290)
October 06, 2023 09:00 - 32 minutes - 44.3 MB403bwise Facebook Group reaches a Taylor Swift-like milestone. New Jersey school district throws teachers under the bus. 403bwise Facebook Group New Jersey District Throws Teachers Under the Bus Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School (#289)
September 29, 2023 15:31 - 39 minutes - 54.7 MBLily Katz of Redfin News discusses the recent story she co-wrote with her colleague Sheharyar Bokhari, Redfin Senior Economist, called: The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019 The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019 The Price of 403(b) Enrollment Lily Katz Meridian Wealth Management 403bwise.org
The Real Cost of K-12 403(b) Enrollment (#288)
September 22, 2023 09:00 - 50 minutes - 69.6 MBScott reveals the dirty little secret about K-12 403(b) enrollment: it's a loss leader which incentivizes agents to upsell. The Price of 403(b) Enrollment School Benefits Official Who Did the Right Thing (from the Learned by Being Burned pod series) Transcript for pod about School Benefits Official Who Did the Right Thing Meridian Wealth Management 403bwise.org
403bwise Wins Innovator Award (#287)
September 15, 2023 09:20 - 39 minutes - 53.9 MBDan and 403bwise community honored by InvestmentNews. We tell the 403bwise origin story. How a Former Teacher is Educating the World About 403(b)s An Annuity for the Teacher — and the Broker (New York Times) 403bwise in 2000 Paying for College with Ron Lieber (podcast) Meridian Wealth Management 403bwise.org
Full Time Financial Coach (#286)
September 08, 2023 09:00 - 40 minutes - 56.1 MBNYC teacher and financial coach Emily Maretsky, who has more than 16k Instagram followers (@teacherfinancialcoach), talks family and moving from the classroom to full time financial coaching. teacherfinancialcoach.com @teacherfinancialcoach Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org
Personal Finance Legend Scott Burns (pt. 2) (#285)
September 01, 2023 09:00 - 46 minutes - 64.4 MBPart 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform. Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bw...
Personal Finance Legend Scott Burns (pt. 1) (#284)
August 25, 2023 09:00 - 46 minutes - 64.2 MBWide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2). Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bw...
Fraud Pod (#283)
August 18, 2023 09:00 - 50 minutes - 69.9 MBSchool counselor from Connecticut gets taken for an expensive ride. It could happen to you. Fraud Is Flourishing on Zelle. The Bank’s Say It Is Not Their Problem. Stuck in AXA (First pod with Adam) Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org
The K-12 403(b) is Bad. But Have You Heard About Private Equity? (#282)
August 11, 2023 09:00 - 48 minutes - 67.2 MBPrivate equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work. Plunder: Private Equity's Plan to Pillage America Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan...
How Free is Free? (#281)
August 04, 2023 09:00 - 34 minutes - 47.8 MBBuffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? The Risk of Buffer and Floor Strategies SEC Warning Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
Teaching Couple Axe Equitable (#280)
July 28, 2023 09:00 - 53 minutes - 73.5 MBMassachusetts 5th grade teacher Brian Kramer, who describes himself as an Aspiring Financial Literacy Advocate, discusses teaching, how he and his wife got out of Equitable, term life insurance, saving in a Roth IRA, and perhaps earning the CFP® designation. Northborough School District 403(b) Plan Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
Clear the Student Loans! (#279)
July 21, 2023 09:00 - 56 minutes - 78.1 MBFormer teacher, current financial planner, and 24-7 student loan forgiveness guru, David Gourley returns to make sense of where student loan forgiveness stands in the wake of the Supreme Court ruling, and the recent Biden Administration announcement of a seemingly new program. David has a message for public sector borrowers: there is a lot to be optimistic about. Contact David studentaid.gov Biden administration announces $39 billion in student loan forgiveness Learned by Being B...
The Fin Lit Doctor Is In (#278)
July 14, 2023 09:00 - 37 minutes - 51.2 MBWe talk to a real doctor — not a phony one like Dan — who after being burned by salespeople, started the White Coat Investor, the most widely-read, physician-specific personal finance and investing website in the world. White Coat Investor Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
Teacher Goes Deep on 403(b) Fee Impact (#277)
July 07, 2023 09:00 - 35 minutes - 48.9 MBFormer professional baseball player and current Florida high school teacher, Ole Sheldon, discusses his new book The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers which grew out of his doctoral dissertation on this topic. The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Man...
Teacher to Fin Lit YouTube Force pt. 2 (#276)
June 30, 2023 09:00 - 46 minutes - 63.2 MBYanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier." In part 2 of this two-part interview, Yanely talks about her pivot from education to YouTub...
Teacher to Fin Lit YouTube Force pt. 1 (#275)
June 23, 2023 09:00 - 40 minutes - 55 MBYanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier." In part 1 of this two-part interview, Yanely talks growing up in Bushwick, Brooklyn; the ec...
Power of Automatic Enrollment (#274)
June 16, 2023 09:00 - 32 minutes - 44.7 MBAuto Enrollment has led to a massive increase in saving for retirement participation, especially among the young. We discuss data from new Vanguard 401(k) report, and what it could mean for the 403(b) and 457(b). We also talk a little travel hacking at beginning of podcast. Report: Generational Changes in 401(k) Behaviors Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Managem...
Protecting Investors (#273)
June 09, 2023 09:00 - 47 minutes - 65.4 MBMicah Hauptman, the director of investor protection at the Consumer Federation of America, talks about his job and the fight to implement a fiduciary standard. Consumer Federation of America Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
5-Minute Case for Single Vendor
June 03, 2023 14:00 - 5 minutes - 7.22 MBTeacher Tim Whelan of Illinois succinctly describes the many benefits of having a single vendor 403(b) plan.
Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)
June 02, 2023 09:00 - 45 minutes - 62.6 MBIllinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best. Mr. Whelan Financial Illinois Education Association SB 0734 Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org
Teacher Gets Fidelity & Vanguard Added to Vendor List (#271)
May 26, 2023 09:00 - 20 minutes - 27.8 MBListening to the education and advocacy podcast series Learned by Being Burned: Teachers and the K-12 403(b) motivated South Carolina high school teacher to advocate for and get better 403(b) investment choices in his South Carolina school district. York 3 vendor list Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org