Dear New Teachers (#176)
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
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457bwiser
Explore "457bwiser" with insightful episodes like "Dear New Teachers (#176)", "Illinois TRS Experts (#175)", "Investing vs. Speculation (#163)", "How to Get Out of a Bad 403(b) Plan (#162)" and "4 Who Retired (#161)" from podcasts like ""Teach and Retire Rich", "Teach and Retire Rich", "Teach and Retire Rich", "Teach and Retire Rich" and "Teach and Retire Rich"" and more!
Episodes (59)
Illinois TRS Experts (#175)
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.
Investing vs. Speculation (#163)
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.
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
How to Get Out of a Bad 403(b) Plan (#162)
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
4 Who Retired (#161)
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 individual or on any specific security. Full disclosure
D-I-V-O-R-C-E (#160)
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.
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
Power of State Based 403(b) & 457(b) Plans (#159)
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 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
Colorado PERA Expert (#158)
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?
- 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
Happy Travel Hacker (#157)
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.
The Wealthy Custodian Retires Pt. 2 (#156)
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 (#155)
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.
Women & Personal Finance (#154)
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.
Too Many 403(b) Vendors (#153)
Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists.
Educating Pre-Service Teachers About the 403(b) (#152)
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).
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
AXA/Equitable Bermuda Triangle (#151)
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
Early F.I.R.E. (#150)
Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.
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
The Excellent Ohio 457(b) Plan (#149)
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 or recommendations for any individual or on any specific security. Full disclosure
Cooperation & Collaboration (#148)
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 advice or recommendations for any individual or on any specific security. Full disclosure
Teachers Who Got Better Investment Choices (#147)
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 recommendations for any individual or on any specific security. Full disclosure
Fire in the Belly (#146)
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 any individual or on any specific security. Full disclosure