Catch-up (Contributions) If You Can (#401)
Teach and Retire Rich
Age-50 contributions are changing in 2026. Here's what you need to know. (Kiplingers) (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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More Dirty Little Secrets of Medicare "Advantage" (#400)
Teach and Retire Rich
Lucretia Ryan of Financial Freedom for Women shares the tricks and traps of Medicare "Advantage" in this recorded 403bwise Event. (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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TPA Pushes Back on Single Vendor Plan (#399)
Teach and Retire Rich
Baltimore City Public Schools is going single vendor. Third-party administrator Omni-TSACG who oversees the current plan that features numerous red-rated vendors is sad. (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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4 Ghoulishly Good Stories (#398)
Teach and Retire Rich
Tricks and Treats: Vanguard in a little hot water; Florida doing the right thing; NEA Member Benefits targeted; Equitable doing Equitable things. (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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Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397)
Teach and Retire Rich
Dan's wife, Amanda, had more than $50,000 withheld from her 401(k) plan. This wasn't money that was a match. It was her money. She was recently featured in a Wall Street Journal story on 401(k) theft. Scott and Dan discuss the story. (WSJ) (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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Flipping the Switch From 403(b) Saver to Post-Career Spender (#396)
Teach and Retire Rich
Barb O'Neill, CFP®, AFC®, walks us through 403(b) withdrawal strategies in retirement. (blog post w/resources) (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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He Makes His Young Kids Listen to Our Pod (#395)
Teach and Retire Rich
We had a blast speaking with North Carolina educator/retirement plan advocate, Daniel Noles. Not only is he helping colleagues get wise to saving for retirement, he makes his own kids listen to our pod. But don't hold that against him! As he closes in on retirement he’s considering a second act as a financial advisor. (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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Stocks and Music Unscripted (#394)
Teach and Retire Rich
Jeff Santoro is an educator from New Jersey and Jason Hall is a financial writer and analyst. Together they host the Investing Unscripted podcast. We talk about getting wise to saving, music, and even engage in a little stock picking. (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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Remembering Jonathan Clements (#393)
Teach and Retire Rich
We share our recollections of, and interactions with, the former <em>Wall Street Journal</em> columnist, founder of HumbleDollar.com, and friend of 403bwise. (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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Teacher-Author Focused on Improving Educator Financial Outcomes (#392)
Teach and Retire Rich
Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Director of Training and Outreach for the Southern Education Retirement Consortium. (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_outlineThe Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success.
- LAUSD 457(b) Deferred Compensation Plan Fund Lineup
- 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®).