Teach and Retire Rich

Two teachers, a custodian, and a personal finance writer share how they successfully retired  in this April 15, 2021 403bwise Event. Money Letters 2 My Daughter Late Bloomer Wealth 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 advice or recommendations for any indiv...

CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.   Emily Johnson, CFP®, CDFA What is a 403(b)? (video) Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific adv...

Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio's state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event. CalSTRS Pension 2 Ohio Deferred Compensation 403bcompare 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program...

Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association).  TL;DR: Financial Literacy for Employees of Colorado Public Schools: Optimizing Financial Decisions Based on your PERA and School District Benefits Book Resources Colorado PERA Interested in Collaborating with Karl...

Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks travel hacking: how to do it, who it is for, and who it is not for.   Garritt Financial Solutions Happy Saver TRR Pod #98 Happy Meter Podcast Choose FI Travel Hacking Travel Freely Rich Smith YouTube Channel The Secret History of the Credit Card 403bwise Events Meridian Wealth Management 403bwise.org

Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement.   The Wealthy Custodian Retires Pt. 1 (pod 155) The Wealthy Custodian (pod 74) Custodian Cleans Up His 403(b) (pod 53) 403bwise Events Meridian Wealth Management 403bwise.org

One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement.  The Wealthy Custodian (pod 74) Custodian Cleans Up His 403(b) (pod 53) 403bwise Events Meridian Wealth Management 403bwise.org

Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event. 403bwise Events Meridian Wealth Management 403bwise.org

Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists. Blog: Too Many 403(b) Vendors Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It. In Praise of 403bcompare.com The Paradox of Choice 403bwise Events Meridian Wealth Management 403bwise.org

Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21). Eric McClarey Mark Schug Anthony Scheffler 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and a...

Bad AXA/Equitable things come in threes.  Equitable Bermuda Triangle Mutating 403(b) Phish 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 advice or recommendations for any individual or on any specific security. Full disclosure

Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.   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. Full disclosure

We talk 457(b) with Christina Elliott, executive director of Ohio's excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers.  Ohio Deferred Compensation Plan 403(b)/457(b) Side-by-Side Comparison 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 o...

Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement.  Lindenwood University Anthony Scheffler What is a 403(b)? (video) Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advic...

Recording of our January 6, 2021 event with three teachers who successfully added better 403(b) and/or 457(b) investment choices.  403bwise Events Adam Pod Tara Pod Chris Pod 403bwise Advocacy Tools What is a 403(b)? (video) 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 r...

New Jersey teachers says no to bad 403(b) choices and yes to educating colleagues about saving for retirement.  403bwise Events When Bad 403(b) Vendors Offer Good Investing Choices What is a 403(b)? (video) 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...

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor.  403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org Build Your Stax by NGPF.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 securit...

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management. Joey Fishman 403bwise Events What is a 403(b)? (video) 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...

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management. Joey Fishman 403bwise Events What is a 403(b)? (video) 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...

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.   Picture from Dan's 1995 Trip to a Miami Dolphin Game 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery. 00:08 Social Security and teacher pensions 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account? 14:04 What to do with a bad 403(b) vendor?  19:45 Which vendors should I lobby my district to add? 23:17...

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery.  1:39 The math behind retiring early vs. waiting to maximize pension benefit 24:35 Health Savings Account (HSAs) 33:16 Does it make financial sense to switch school districts? 37:46 Retire early once pension benefit has been maximized? 43:46 What to do with 403(...

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement. Teacher Story with Barb 403bwise Teaching and Advocacy Tools 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit.  Mark Schug Mark and Dan on NGPF Podcast 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Teaching teachers about the 403(b) before they enter the classroom. Eric McClarey Financial Concepts Every New Teacher Should Know 457(b) > 403(b)? Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org