403bwiseorg

Teacher-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 Travel Hacker
• 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 Planner (CFP®). 

Scott 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 Planner (CFP®). 

403bwise 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 as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Lily 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 Near Their School, Down From 30% in 2019
• The Price of 403(b) Enrollment
• Lily Katz
• Meridian Wealth Management
• 403bwise.org

Private 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 work.

• Plunder: Private Equity's Plan to Pillage America 
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Buffer 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 they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

We 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 burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Illinois 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) plans are best.

• Mr. Whelan Financial
• Illinois Education Association
• SB 0734
• Learned by Being Burned (teachers share 403(b) horror stories)
• Meridian Wealth Management
• 403bwise.org

Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod. 

• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement. 

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance