Teach and Retire Rich

Scott's out this week, but Dan has two important announcements.   The Long View Podcast   Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

We share our ratings for 3,041 school district 403(b) plans. We read the names of the school districts who earned a B or an A.   District Plan Rating Project It's Brutal Out Here Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

We speak with Morningstar's director of personal finance, co-host of The Long View podcast, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances , and the book Morningstar Guide to Mutual Funds: 5-Star Strategies for Success . Christine Benz Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

One of our least favorite companies looks to be in some hot water with the SEC.   Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty Learned by Being Burned Meridian Wealth Management 403bwise.org

Learned by Being Burned: Teachers and the K-12 403(b) . The short series that explores the dysfunctional world of supplemental retirement plans, the maddening industry behind them, and the growing movement to fix what is broken. 

We share big news that has been two years in the making.  Learned by Being Burned Meridian Wealth Management 403bwise.org

We debunk some 403(b) misunderstandings. 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Extended conversation with Andrew Hallam. We discuss healthcare for the nomad and meeting up in person. Andrew Hallam 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book. Andrew Hallam 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement. Survey: Teachers' Preparedness for Retirement: Results from a Nationally Representative Teacher Survey 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor.  School District 403(b) Plans and Investment Selection School District 403(b) Plans and Recordkeeper Selection School District 403(b) Plans and Participation-Directed Investments 403(b) Plan Rating Project Merid...

We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation.  North Carolina to Discontinue State Based 403(b) Plan at Year End Supreme Court Northwestern University 403(b) Ruling 403(b) Plan Rating Project Meridian Wealth Management 403bwise...

This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy.  Financial Dominance: Your Battle Plan for a Richer Life  403(...

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan.  Award Winning Plan   403bwise Plan Grade 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement.  ITDHH Conference TL; DR: Financial Literacy for Illinois Teachers' Retirement System Members 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Our podcast openings from 2021. 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

We discuss what we think are the top three 403(b) stories of 2021. Green Light for Single Vendor 403(b) Plans in California? Chicago Public Schools Goes Single Vendor Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

Five options available to small school districts who want to offer a great 403(b) plan.    Small School Districts Can Offer Top Notch 403(b) Programs When Bad 403(b) Vendors Offer Good 403(b) Products   Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss.  School District 403(b) Plans and Investment Selection California Dreaming of Better 403(b) Plans The Elephant in the Room Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor. Video of 403bwise Zoom Event for Chicago Public Schools Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque.   Albuquerque Teacher Residency Partnership When Bad Vendors Offer Good Investing Choices Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.   Foothill DeAnza-Community College District Bogleheads Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy.  2022 403(b) Contribution Limits 2022 457(b) Contribution Limits PlanSponsor: K-12 School Districts Confused About Retirement Benefits AIG Report: Meeting Retirement Needs of K-12 Employees Meridian Wealth Management...

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's. RevComm Foundation Meridian Wealth Management 403bwise.org

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news.  Pragcap Discipline Funds Meridian Wealth Management 403bwise.org