Teach and Retire Rich

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability.  Search the Database A-F Rating System Explained Meridian Wealth Management 403bwise.org

California choir director quits teaching and moves to Iowa to farm. We have questions.  Choir Teacher + Author on F.I.R.E. Seed Saver Exchange Meridian Wealth Management 403bwise.org  

This is not an Onion story. The Newport Beach, California owner of  Tax Deferred Services , a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a "$4 million securities fraud scheme." Owner of Large 403(b)/457(b) Compliance Firm Booked Meridian Wealth Management 403bwise.org

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist. Dr. Barbara O'Neill Meridian Wealth Management 403bwise....

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere. Kaitlin Mulhere Many Teacher Pension Plans Get Failing Grade Meridian Wealth Management 403bwise.org

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles.  The Wealthy Educator  Email Meridian Wealth Management 403bwise.org

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security.  devincarroll.com Social Security Intelligence blog Devin's YouTube Channel Meridian Wealth Management 403bwise.org

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System. Iowa IPERS Book TL;DR Series Interested in Collaborating with Karl? 403bwise Events Meridian Wealth Management 403bwise.org

We check in with NY teaching couple we interviewed in 2017. 7:25 — 529/retirement plan update/new saving rate 10:23 — 403(b) vendor quality update 13:03 — 457(b) plan update 22:36  — Applying to college landscape 26:07 — Teaching during pandemic 31:29 — NY State 529 plan 36: 14 — Reveal total annual $ cost in fees 37:21 — Travel hacking   Episode #43: Two Educators Get Wise Meridian Wealth Managem...

Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor.  Principle Joe Peccia Jr. Meridian Wealth Management 403bwise.org

Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993. Dear New Teachers (Blog Post) Meridian Wealth Management 403bwise.org

Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois.  Illinois TRS Book TL;DR Series Interested in Collaborating with Karl? 403bwise Events Meridian Wealth Management 403bwise.org

We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have. 403bwise Meridian Wealth Management Speakpipe

Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make  Ron Lieber 403bwise Meridian Wealth Management

NYC teacher Emily Maretsky talks teaching, her varied and interesting teaching experiences, and helping other teachers get wise to saving and investing. https://www.instagram.com/teacherfinancialcoach/ 403bwise Meridian Wealth Management

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21). Michael Kitces GPO article Michael Kitces WEP article Devin Carroll WEP Explainer WEP/GPO Facebook Group Social Security Solutions 403bwise Meridian Wealth Management

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students.  https://www.feelgoodteaching.com/ https://403bwise.org/  

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details.  IRS Child Tax Credit Information Rich Smith YouTube Child Tax Credit Explainer 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended...

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions. 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advi...

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news.  Aspire Financial Services Matt Drummond 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended...

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed.  Pegasus Financial Planning 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security...

Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups .  The Delusions of Crowds: Why People Go Mad in Groups. If You Can 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and...

Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide , her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time.  Michelle Singletary What to Do With Your Money When Crisis Hits 403...

Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 6, 2021 403bwise Event. An Exceptional Life Financial 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific...

Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures.  0-8:46 Dan Shares Two Animal Stories 8:47-38:13 Financial Portion of Podcast CNBC: Invest in Teachers 5.5.21 from 4-5pm EST How to Get Out of a Bad 403(b) Plan 403bwise Events Meridian Wealth Management 403bwise.org