Latest 457b Podcast Episodes
NTSA 403(b) "Research" Easily Debunked (#322)
Teach and Retire Rich - May 17, 2024 09:00 - 40 minutes ★★★★★ - 71 ratingsScott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor. Debunking the NTSA’s 2018 "Improving Retirement Savings for America's Public Educators" study NTSA "Study" 403bwise...
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
Teach and Retire Rich - May 10, 2024 09:00 - 36 minutes ★★★★★ - 71 ratingsWe check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor. Katz-Moses Financial 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the...
Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
Teach and Retire Rich - May 03, 2024 16:44 - 1 minute ★★★★★ - 71 ratingsWell that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024. New DOL Fiduciary Rule Fact Sheet New Fi...
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Teach and Retire Rich - May 03, 2024 09:00 - 30 minutes ★★★★★ - 71 ratingsDoes the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor. New DOL Fiduciary Rule Fact Sheet 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short p...
Love and Marriage (and Money and More!) #319
Teach and Retire Rich - April 26, 2024 09:00 - 40 minutes ★★★★★ - 71 ratingsFormer teacher and NGPF alum, Brian Page, shares his new endeavor designed to help couples have better conversations and make better decisions around money and the sharing of family responsibilities. Modern Husbands Brian Page Money Magazine Money Hero ngpf.org Learned by Being Burned - ...
Is 403bwise Anti-Union? (#318)
Teach and Retire Rich - April 19, 2024 09:00 - 20 minutes ★★★★★ - 71 ratingsWe 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...
Middle School Math Teacher on a Fin Lit Mission (#317)
Teach and Retire Rich - April 12, 2024 09:00 - 32 minutes ★★★★★ - 71 ratingsRachel 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 se...
Dan and Scott Speak to Teacher Educators (#316)
Teach and Retire Rich - April 05, 2024 12:22 - 18 minutes ★★★★★ - 71 ratingsDan 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 4...
10 Questions Posted on the 403bwise Facebook Group (#315)
Teach and Retire Rich - March 29, 2024 09:00 - 34 minutes ★★★★★ - 71 ratingsTo 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...
Veteran Teacher. Future CFP® (#314)
Teach and Retire Rich - March 22, 2024 09:00 - 28 minutes ★★★★★ - 71 ratingsVeteran 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...
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
Teach and Retire Rich - March 15, 2024 09:00 - 35 minutes ★★★★★ - 71 ratingsGrab 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 g...
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Teach and Retire Rich - March 08, 2024 10:00 - 41 minutes ★★★★★ - 71 ratingsJeremy 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 the...
Helping Colleagues Get Wise to Saving (#311)
Teach and Retire Rich - March 01, 2024 10:00 - 35 minutes ★★★★★ - 71 ratingsHockey 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 403bwi...
Climbing Mountains. Fighting Fires. (#310)
Teach and Retire Rich - February 23, 2024 10:00 - 51 minutes ★★★★★ - 71 ratingsWyoming 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 ...
Jonathan Clements (#309)
Teach and Retire Rich - February 16, 2024 10:00 - 52 minutes ★★★★★ - 71 ratingsThe 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 abo...
Liz Weston: Personal Finance Legend Retires (#308)
Teach and Retire Rich - February 09, 2024 10:00 - 41 minutes ★★★★★ - 71 ratingsLiz 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 the...
F.I.R.E.d Teacher Earns CFP® (#307)
Teach and Retire Rich - February 02, 2024 11:23 - 46 minutes ★★★★★ - 71 ratingsA 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...
Financial Hardship to Financial Stability (#306)
Teach and Retire Rich - January 26, 2024 10:00 - 29 minutes ★★★★★ - 71 ratingsSchool 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 Retire...
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)
Teach and Retire Rich - January 19, 2024 10:00 - 50 minutes ★★★★★ - 71 ratingsIndiana 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 burn...
Shady Bid"ness"? (#304)
Teach and Retire Rich - January 10, 2024 21:55 - 47 minutes ★★★★★ - 71 ratingsDid 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 h...
2024 Changes Affecting 403(b) Participants (#303)
Teach and Retire Rich - January 05, 2024 10:00 - 40 minutes ★★★★★ - 71 ratingsAnnual 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 Affectin...
PA Teacher Helps Colleagues Get Wise to Saving (#302)
Teach and Retire Rich - December 29, 2023 10:00 - 38 minutes ★★★★★ - 71 ratingsHappy 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 Burn...
NEA Allows Private Equity To Prey On Educators (#301)
Teach and Retire Rich - December 22, 2023 10:00 - 42 minutes ★★★★★ - 71 ratingsThe 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, th...
Teaching Fin Lit to Teachers (#300)
Teach and Retire Rich - December 15, 2023 10:00 - 49 minutes ★★★★★ - 71 ratingsCalifornia 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 Pu...
Helping Teachers & Students Get Financial F.I.T. (#299)
Teach and Retire Rich - December 08, 2023 11:12 - 55 minutes ★★★★★ - 71 ratingsNorth 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...
Helping Teachers & Students Get Financial Fit (#299)
Teach and Retire Rich - December 08, 2023 11:12 - 55 minutes ★★★★★ - 71 ratingsNorth 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...
Massachusetts Teacher/Union President (#298)
Teach and Retire Rich - December 01, 2023 10:00 - 31 minutes ★★★★★ - 71 ratingsWe 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 schoo...
Talking Money with Cullen Roche (pt. 2) (#297)
Teach and Retire Rich - November 24, 2023 10:00 - 37 minutes ★★★★★ - 71 ratingsIn 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 403...
Talking Money with Cullen Roche (pt. 1) (#296)
Teach and Retire Rich - November 17, 2023 10:00 - 37 minutes ★★★★★ - 71 ratingsIt'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 deflati...
How NOT to Do Single Vendor (#295)
Teach and Retire Rich - November 10, 2023 10:00 - 46 minutes ★★★★★ - 71 ratingsWe 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 si...
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