Teach and Retire Rich

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots. Picture from Dan's 1995 Trip to a Miami Dolphin Game 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery. 00:08 Social Security and teacher pensions 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account? 14:04 What to do with a bad 403(b) vendor? 19:45 Which vendors should I lobby my district to add? 23:17 Dan's beer name ideas 25:09 How to help co-workers without sounding boorish, condescending and sales-ish? 27:34 Scott comes up with name of 403(b) themed brewery 29:05 What to do with bonds in a rising interest rate environment? 40:20 Dan comes up with more beer names 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 1:39 The math behind retiring early vs. waiting to maximize pension benefit 24:35 Health Savings Account (HSAs) 33:16 Does it make financial sense to switch school districts? 37:46 Retire early once pension benefit has been maximized? 43:46 What to do with 403(b) plans from former employers 403bwise Teaching and Advocacy Tools 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement. Teacher Story with Barb 403bwise Teaching and Advocacy Tools 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit. Mark Schug Mark and Dan on NGPF Podcast 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Teaching teachers about the 403(b) before they enter the classroom. Eric McClarey Financial Concepts Every New Teacher Should Know 457(b) > 403(b)? Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Super advocate Chris Nye shares how easy it was to add a 457(b) from Fidelity at his school district. Fight for Better 457(b) > 403(b)? Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Scott discusses how to convert a Traditional IRA to a Roth IRA and how to do a Backdoor Roth Contribution. Dan talks about dentistry. How to Convert to a Roth IRA Convert IRA Roth Calculator How to Do a Backdoor Roth Conversion Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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

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

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

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

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

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

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

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

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

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

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

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