Middle School Math Teacher on a Fin Lit Mission (#317)
Teach and Retire Rich
Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd. Instagram: @teachertomillionaire - 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®).
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Dan and Scott Speak to Teacher Educators (#316)
Teach and Retire Rich
Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. - 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®).
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10 Questions Posted on the 403bwise Facebook Group (#315)
Teach and Retire Rich
To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. - 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®).
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Veteran Teacher. Future CFP® (#314)
Teach and Retire Rich
Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. - 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®).
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Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
Teach and Retire Rich
Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. - 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®).
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Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Teach and Retire Rich
Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. - 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®).
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Helping Colleagues Get Wise to Saving (#311)
Teach and Retire Rich
Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(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®).
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Climbing Mountains. Fighting Fires. (#310)
Teach and Retire Rich
Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below). - 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®).
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Jonathan Clements (#309)
Teach and Retire Rich
The former personal finance columnist for The Wall Street Journal and current editor of the excellent talks career, money lessons, and how he's approaching the next phase of his work life. - 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®).
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Liz Weston: Personal Finance Legend Retires (#308)
Teach and Retire Rich
Liz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. - 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®).
info_outlineDavid Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.
Key takeaways:
- Professors give themselves a "B"
- One third feel like beginning investors
- Three in ten unsure how retirement savings are invested
Retirement Readiness Survey for Higher Education Professionals