Middle School Math Teacher on a Fin Lit Mission (#317)
Release Date: 04/12/2024
Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
Teach and Retire Rich
Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuite to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Teach and Retire Rich
Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Love and Marriage (and Money and More!) #319
Teach and Retire Rich
Former teacher and NGPF alum, Brian Page, shares his new endeavor designed to help couples have better conversations and make better decisions around money and the sharing of family responsibilities. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Is 403bwise Anti-Union? (#318)
Teach and Retire Rich
We address anti-union charges leveled at 403bwise.org - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Middle School Math Teacher on a Fin Lit Mission (#317)
Teach and Retire Rich
Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd. Instagram: @teachertomillionaire - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Dan and Scott Speak to Teacher Educators (#316)
Teach and Retire Rich
Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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10 Questions Posted on the 403bwise Facebook Group (#315)
Teach and Retire Rich
To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Veteran Teacher. Future CFP® (#314)
Teach and Retire Rich
Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
Teach and Retire Rich
Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Teach and Retire Rich
Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. - Short pod series about how teachers got burned then got wise to the 403(b) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
info_outlineRachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd.
- Instagram: @teachertomillionaire
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- 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®).