Teach and Retire Rich
312 episodes — Page 7 of 7
S7 Ep 134The Roth IRA (#134)
We talk Roth IRA which for many teachers can be a better option than the 403(b). Modified Adjusted Gross Income (MAGI) Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 133Directing Financial Literacy (#133)
Aaron Standish is the Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida. It's a position every school district should have. He can be reached on Twitter at @SDPBC_FinLit Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 132FinLit Fanatic (#132)
Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices. NGPF Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 131403(b) Lemon Challenge (#131)
In California, it's the worst of 403(b) times (too many vendor choices), and it's the best of 403(b) times (generally at least one good vendor). Unfortunately, not all districts in the state have at least one good vendor. We challenged the community to find the lemons. Challenge met! 403(b) Lemon Challenge 403bcompare.com Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 130Millennial Educator (#130)
Twenty-something music teacher Keelan paid off $45,000 in student loan debt. He shares financial wisdom in his blog: Millennial Educator. Millennial Educator Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 129Got Vanguard? How About Aspire? You might. (#129)
403bwise launches new vendor search tool that allows users to quickly see if they have Vanguard or Aspire available at work. Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 128Single Vendor Focus (#128)
Former teacher turned investment advisor representative helps school districts move to a single vendor 403(b) plan. Investors Asset Management Katie Oliver 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 127Getting Out of a Bad 403(b) Annuity (#127)
New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging... How to Get Out of a Bad 403(b) 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 126Penny Pinching Pathologist (#126)
New York speech pathologist gets wise to saving for retirement while helping others. 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org Email: pennypinchingpathologist (at) gmail.com
S7 Ep 125What's That Phishy Smell in Your Inbox? (#125)
Across the country teachers are being spammed by phony financial professionals. A savvy high school teacher almost took the bait. PERA Lead Generation Company File an FTC Complaint 403(b) Trojan Horses (Pod) Football Coach Scores with 403(b) (Pod) We Teach and Live Well Cookie Monger 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 124AIG/Valic SEC Settlement (#124)
We talk $40 million AIG/Valic settlement with the SEC. Link to Stories on Settlement Pod: You Down with SEC? 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
S7 Ep 123Choir Teacher + Author on F.I.R.E. (#123)
Crystal, a 36-year old high school choir director and author, plans to retire soon. Crystal's Book: Retirement for Teachers: How to Come Up with a Plan That Works for You Seed Savers California Teachers Have Great 403(b) Choices. They Just Don't Know It. Pod: 403(b) Trojan Horses 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org