Latest 457b Podcast Episodes
Master of Estate and Retirement Planning (#294)
Teach and Retire Rich - November 03, 2023 09:00 - 48 minutes ★★★★★ - 71 ratingsJames 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://fac...
She Does the Math & Posts Her Work (#293)
Teach and Retire Rich - October 27, 2023 09:00 - 49 minutes ★★★★★ - 71 ratingsBree 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 ...
10 Key Student Loan Questions (#292)
Teach and Retire Rich - October 20, 2023 09:00 - 1 hour ★★★★★ - 71 ratingsTeacher-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 ...
TIPS: Treasury Inflation-Protected Securities (#291)
Teach and Retire Rich - October 13, 2023 09:00 - 39 minutes ★★★★★ - 71 ratingsScott 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 ...
403bwise Milestone + Bad New Jersey District (#290)
Teach and Retire Rich - October 06, 2023 09:00 - 32 minutes ★★★★★ - 71 ratings403bwise 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 a...
Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School (#289)
Teach and Retire Rich - September 29, 2023 15:31 - 39 minutes ★★★★★ - 71 ratingsLily 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...
The Real Cost of K-12 403(b) Enrollment (#288)
Teach and Retire Rich - September 22, 2023 09:00 - 50 minutes ★★★★★ - 71 ratingsScott 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...
403bwise Wins Innovator Award (#287)
Teach and Retire Rich - September 15, 2023 09:20 - 39 minutes ★★★★★ - 71 ratingsDan 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 Wea...
Full Time Financial Coach (#286)
Teach and Retire Rich - September 08, 2023 09:00 - 40 minutes ★★★★★ - 71 ratingsNYC 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 the...
Personal Finance Legend Scott Burns (pt. 2) (#285)
Teach and Retire Rich - September 01, 2023 09:00 - 46 minutes ★★★★★ - 71 ratingsPart 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) r...
Personal Finance Legend Scott Burns (pt. 1) (#284)
Teach and Retire Rich - August 25, 2023 09:00 - 46 minutes ★★★★★ - 71 ratingsWide 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 ...
Fraud Pod (#283)
Teach and Retire Rich - August 18, 2023 09:00 - 50 minutes ★★★★★ - 71 ratingsSchool 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 "trus...
The K-12 403(b) is Bad. But Have You Heard About Private Equity? (#282)
Teach and Retire Rich - August 11, 2023 09:00 - 48 minutes ★★★★★ - 71 ratingsPrivate 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 ...
How Free is Free? (#281)
Teach and Retire Rich - August 04, 2023 09:00 - 34 minutes ★★★★★ - 71 ratingsBuffer 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 th...
Teaching Couple Axe Equitable (#280)
Teach and Retire Rich - July 28, 2023 09:00 - 53 minutes ★★★★★ - 71 ratingsMassachusetts 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...
Clear the Student Loans! (#279)
Teach and Retire Rich - July 21, 2023 09:00 - 56 minutes ★★★★★ - 71 ratingsFormer 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 messag...
The Fin Lit Doctor Is In (#278)
Teach and Retire Rich - July 14, 2023 09:00 - 37 minutes ★★★★★ - 71 ratingsWe 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...
Teacher Goes Deep on 403(b) Fee Impact (#277)
Teach and Retire Rich - July 07, 2023 09:00 - 35 minutes ★★★★★ - 71 ratingsFormer 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:...
Teacher to Fin Lit YouTube Force pt. 2 (#276)
Teach and Retire Rich - June 30, 2023 09:00 - 46 minutes ★★★★★ - 71 ratingsYanely 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. Yanel...
Teacher to Fin Lit YouTube Force pt. 1 (#275)
Teach and Retire Rich - June 23, 2023 09:00 - 40 minutes ★★★★★ - 71 ratingsYanely 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. Yanel...
Power of Automatic Enrollment (#274)
Teach and Retire Rich - June 16, 2023 09:00 - 32 minutes ★★★★★ - 71 ratingsAuto 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: Generation...
Protecting Investors (#273)
Teach and Retire Rich - June 09, 2023 09:00 - 47 minutes ★★★★★ - 71 ratingsMicah 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 a...
5-Minute Case for Single Vendor
Teach and Retire Rich - June 03, 2023 14:00 - 5 minutes ★★★★★ - 71 ratingsTeacher 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)
Teach and Retire Rich - June 02, 2023 09:00 - 45 minutes ★★★★★ - 71 ratingsIllinois 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) pla...
Teacher Gets Fidelity & Vanguard Added to Vendor List (#271)
Teach and Retire Rich - May 26, 2023 09:00 - 20 minutes ★★★★★ - 71 ratingsListening 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 Burne...
Orchestrating 403(b) Advocacy (#270)
Teach and Retire Rich - May 19, 2023 09:00 - 50 minutes ★★★★★ - 71 ratingsAfter their own missteps, New York music teachers Hana and her husband James are helping colleagues get wise to the 403(b). Hana may have the best story ever for how and where she first signed up for a 403(b). Episode begins with Dan talking about his current living arrangement. Learned by ...
Investment Committees Can Make or Break DC Plans (#269)
Teach and Retire Rich - May 12, 2023 09:00 - 46 minutes ★★★★★ - 71 ratingsScott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one. New York State laws on Deferred Compensation Committee Learne...
NTSA Working to Wreck K-12 457(b) Plans (#268)
Teach and Retire Rich - May 05, 2023 09:00 - 30 minutes ★★★★★ - 71 ratingsNTSA pushing bill to ban single vendor 457(b) plans in Illinois. But only for K-12 institutions. Not police plans. Not firefighter plans. Not government employee plans. Bad New Jersey 403(b) legislation is on the move despite sponsors telling teachers it was dead. SB 1233 (Illinois) Sena...
Accessing 403(b) Money (#267)
Teach and Retire Rich - April 28, 2023 09:00 - 33 minutes ★★★★★ - 71 ratingsWe talk about our recent talk with CalSTRS, and take another look at how to access 403(b) money. Accessing 403(b) Money Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it) Meridian Wealth Management 403bwise.org
Vanguard Advisor Services (#266)
Teach and Retire Rich - April 21, 2023 09:00 - 57 minutes ★★★★★ - 71 ratingsWe dig into the two advising services firm offers: 1) Vanguard Digital Advisor; and 2) Vanguard Personal Advisor. NerdWallet Ratings Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it) Meridian Wealth Management 403...
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