Anne Tergesen of The Wall Street Journal (#326)
Teach and Retire Rich
We talk journalism, 403(b), and the personal finance beat with Anne Tergesen, reporter for The Wall Street Journal. - 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
Retired Teacher Pays it Forward (#325)
Teach and Retire Rich
Maggie Mason is a retired English teacher from Santa Barbara who put on a highly successfully free financial seminar to benefit her colleagues. - 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
The Brave Legislator Who Took On K-12 403(b) Reform (#324)
Teach and Retire Rich
Illinois educator-turned state legislator Karina Villa — who was once sold an unsuitable, high-cost 403(b) — proposed a K-12 403(b) reform bill that would have ended front-end and back-end loads. It would have capped advisor fees and administration fees at 0.50% respectively, and it would have required vendors to offer low-cost index funds and low-cost target date funds. Of course, the bad actors in the industry hated it. And of course they flooded the zone with money, lobbyists, distortions, and outright lies. Senator Villa discusses the legislative process, the pushback from...
info_outline
Curious About Becoming a Fiduciary Advisor? (#323)
Teach and Retire Rich
Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event. (deadline May 24, 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®).
info_outline
NTSA 403(b) "Research" Easily Debunked (#322)
Teach and Retire Rich
Scott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor. - 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
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
Teach and Retire Rich
We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time 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®).
info_outline
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 lawsuit 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®).
info_outline
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®).
info_outline
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®).
info_outline
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®).
info_outlineDan and Scott talk discuss their keynote address to the Association of Teacher Educators.
- 403bwise Enlists Teacher Educators in Fight to Fix K-12 403(b)
- 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®).