Libsyn Directory

Father & Daughter Educators: Partners in 403(b) Advocacy (#369)

Release Date: 04/11/2025

Teach and Retire Rich

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(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®).

Spring Cleaning Your Personal Finances (#370)

Teach and Retire Rich

Barbara O’Neill, PhD, CFP, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a monthly columnist for 403bwise talks spring cleaning your personal finances. Spring cleaning is more than deep cleaning and decluttering. It is a great time to neaten up your finances.

Father & Daughter Educators: Partners in 403(b) Advocacy (#369)

Teach and Retire Rich

Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy. Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Equitable Threatens Educator (#368)

Teach and Retire Rich

Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence. Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Captain America of Consumer Protection (#367)

Teach and Retire Rich

Erin Witte, Director of Consumer Protection for the Consumer Federation of America, discusses the work she does protecting consumers in the face of a very anti-consumer climate. Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Inside the NTSA Summit Conference (#366)

Teach and Retire Rich

Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place. Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

403(b)/457(b) Basics: How to start a 403(b)

Teach and Retire Rich

We debut a new pod series: Basics of the 403(b) & 457(b). In this series, which will eventually get its own channel, we will go over the basics of how these plans work, and how they can be used to save wisely for retirement. First off: How to Start a 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®).

Does This Phishy 403(b) Email Violate FINRA Regulations? (#364)

Teach and Retire Rich

Teacher gets phishy email from Equitable salesperson. Does it violate FINRA section 2210(d)(1)(A) and (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®).

Retiring Before 65: How to Avoid Health Insurance Nightmares (#363)

Teach and Retire Rich

Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy. - 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®).

Chris Nye the 403(b) Guy Returns (#362)

Teach and Retire Rich

We catch up with New Jersey high school business and personal finance teacher Chris Nye, one of the best 403(b) advocates in the country. He talks teaching personal finance, how teachers may have an excellent 403(b) choice already available and don't know it, and pension drama in New Jersey. (our first pod with Chris) (Chris's second appearance) - 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®).

More Episodes

Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy.

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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