Season 12 · Episode 348
Chicago Public Schools Single Vendor Story (#348)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
November 15, 20241h 0m
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Show Notes
Karla Kirkling, executive director of healthcare and benefits at Chicago Public Schools shares how she used data, facts, and common sense to create one of the best single-vendor K-12 403(b) in the country. It is plan that will save employees tens of thousands of dollars in fees over the lifetime of their careers.
- City of Chicago 403(b)/457(b) Plan
- 403bwise Grade of City of Chicago Plan
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- 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®).