Social Security Questions Women Ask the Most (#447)
Teach and Retire Rich
This is a recording of a live September 22, 2026 403bwise Event hosted by Lucretia Ryan of Financial Freedom for Women. (short pod series about K-12 403(b) issues)
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Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)
Teach and Retire Rich
Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan. (short pod series about K-12 403(b) issues) 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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NEA + Security Benefit + L.A. Dodgers Puts Teacher Annuities At Risk (pt. 2) (#445)
Teach and Retire Rich
Chris Tobe, MBA, CFA, CAIA, and author of "Could Teachers’ Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?" joins us to discuss the unholy NEA/Security Benefit alliance. (short pod series about K-12 403(b) issues) 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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NEA's Security Benefit Partnership is Still Rotten (pt.1) (#444)
Teach and Retire Rich
We dig into the long-standing (25 years!) unholy alliance between the NEA and the financial firm Security Benefit. It's a relationship that we believe hurts teachers. Dan also talks about meeting Johnny Rotten and seeing his post-Sex Pistols band Public Image Limited the night before recording this episode. (short pod series about K-12 403(b) issues) 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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Money Concept Are Easy Peasy for This 17 Year Old (#443)
Teach and Retire Rich
Our guest today recently passed the 7-hour, 170-question CFP exam. Additionally, he runs a fin lit website that helps educators teach personal finance and he also operates a robust personal finance YouTube site called Easy Peasy Finance that has close to 46,000 subscribers. I should mention he started making fin lit videos at age 7 and he passed the CFP exam at age 16. He is now 17. (short pod series about K-12 403(b) issues) 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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403bwise Resources (#442)
Teach and Retire Rich
We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. (short pod series about K-12 403(b) issues) 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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(End of) August Facebook Group Questions (#441)
Teach and Retire Rich
Scott tackles questions on: withdrawing money from a 403(b) plan at age 59 1/2; quality of Lincoln National Life Group and Plan Member Services 403(b) offerings; time it takes for a 403(b) rollover to Vanguard IRA; the Ohio Deferred Comp 457(b) plan; best choice for Vanguard settlement fund. (short pod series about K-12 403(b) issues) 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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Catching Up to Financial Independence (#440)
Teach and Retire Rich
We speak with two late-start savers who are now either retired or soon to be retired. One never made more than $100,000 a year and one is an emergency room doctor. (short pod series about K-12 403(b) issues) 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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Lincoln Investment Closing Low-Cost Option (#439)
Teach and Retire Rich
Lincoln Investment’s RetirementSolutions Participant Directed Account has long been the only low-cost 403(b) option for teachers, especially in New Jersey. All of that is going away. Pittsburgh teacher Adam Holy, who fought to get the Participant Directed Account available years ago, discusses what loss of this option will mean in his district. Scott offers some fixes for districts losing this low-cost option. (short pod series about K-12 403(b) issues) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a...
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Did a National Life Group Sales Agent Forge a Teacher’s Signature? (#438)
Teach and Retire Rich
A Riverside, California teacher was interested in learning about a 403(b). He met with a NLG sales agent via Zoom. Suddenly forms were filled out and electronically signed. (short pod series about K-12 403(b) issues) 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_outlineTeacher and podcast host Shaun Morgan talks saving for retirement.
- The Teacher Money Show
- 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®).