California Tries to Ban Sales Agents from Campuses (#425)
Teach and Retire Rich
We discuss the proposed bill, and speak with a teacher who advocated for its passage. (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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Taking Questions a.k.a. Scott vs AI (#424)
Teach and Retire Rich
Scott answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet. (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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Farms, Futures and Fin Lit (#423)
Teach and Retire Rich
University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes. (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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Introducing 457bwiser (#422)
Teach and Retire Rich
Scott and Dan share their new resource and the reasoning behind it. (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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Corebridge + Equitable (#421)
Teach and Retire Rich
Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants. (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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High Gas Prices Don't Bother These Guys (#420)
Teach and Retire Rich
403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs. Join Us on April 5, 2026 for a Special Announcement. Info (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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403(b)/457(b) Basics: Exchanges & Transfers
Teach and Retire Rich
We dig into how to move money to a better employer vendor. In the 403(b) world this is called an "exchange." In the 457(b) world this is called a "transfer." How to intiate an exchange/transfer from one employer vendor to another Determine compliance administrator Determine if exchanges/transfers are permitted (almost always are) Determine what new vendors are available (see ) Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out" Open account with new vendor Ask new vendor if exchange/transfer paperwork is needed Check if compliance administrator...
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401 "Ayyyy" (#418)
Teach and Retire Rich
Employers can contribute to a 457(b) but their additions count against the contribution limit. We discuss a workaround: adding a 401(a) plan, which surely Fonzie would give two thumbs up. Join Us on April 5, 2026 for a Special Announcement. Info (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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California Fin Lit Teacher (#417)
Teach and Retire Rich
With an assist from the Wealthy Custodian, a California fin lit teacher teaches and learns key fin lit concepts. (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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Doh! ASBO (#416)
Teach and Retire Rich
The Ohio 457(b) is superb. Why did the Ohio ASBO create a low-quality 457(b) to compete with the great Ohio state 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®).
info_outlineWith an assist from the Wealthy Custodian, a California fin lit teacher teaches and learns key fin lit concepts.
- Next Gen Personal Finance
- The Wealthy Custodian
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).