Morningstar’s Jeff Ptak (#390)
Teach and Retire Rich
The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing. (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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How Beautiful is the OBBBA for Educators? (#389)
Teach and Retire Rich
The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. (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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When to Take Social Security (#388)
Teach and Retire Rich
Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19, 2025. (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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The Wealth Ladder with Nick Maggiulli (#387)
Teach and Retire Rich
Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. (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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Julius Prezelski Talks Teaching Fin Lit, Coaching, and Retirement (#386)
Teach and Retire Rich
Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent retirement. (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 to Get Wiser? (#385)
Teach and Retire Rich
Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location. (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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Look Back at Legislative Fight to Fix the California K-12 403(b) (#384)
Teach and Retire Rich
More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spearheaded the effort to fix the broken California K-12 403(b) plan. 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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Equitable Does the Right Thing; Delaware State 403(b) Plan (#383)
Teach and Retire Rich
Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss. 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: How to Get Out of a Bad 403(b)
Teach and Retire Rich
In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible. 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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The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Teach and Retire Rich
We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate. (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 who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence.
- Read the letter
- The Truth about Structured Investing Options (SIOs)
- 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®).