Teach and Retire Rich
306 episodes — Page 7 of 7
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