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®).
info_outline 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®).
info_outline 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_outline Helping Colleagues Get Wise to Saving (#311)Teach and Retire Rich
Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(b). - 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_outline Climbing Mountains. Fighting Fires. (#310)Teach and Retire Rich
Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below). - 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_outline Jonathan Clements (#309)Teach and Retire Rich
The former personal finance columnist for The Wall Street Journal and current editor of the excellent talks career, money lessons, and how he's approaching the next phase of his work life. - 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_outline Liz Weston: Personal Finance Legend Retires (#308)Teach and Retire Rich
Liz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. - 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_outline F.I.R.E.d Teacher Earns CFP® (#307)Teach and Retire Rich
A retired educator and administrator who used F.I.R.E. principles to retire early talks about earning her CFP®, passing the exam, and working with clients. - 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_outline Financial Hardship to Financial Stability (#306)Teach and Retire Rich
School custodian turned-accountant describes how the mentorship of Jeff York, who listeners to the podcast might better know as the Wealthy Custodian, helped set her on a path to financial stability. - 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_outline Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)Teach and Retire Rich
Indiana middle school teacher Thomas Ferguson cares as much about his colleagues retirement savings as he does his own. Not only does he help educate them on saving, he also runs the engaging Instagram account @IndianafinLit - 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_outlineIn episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class.