Season 13 · Episode 379
She Had the K-12 403(b) Solution 25 Years Ago (#379)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
June 20, 20251h 3m
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Show Notes
Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be).
- Barbara Healy
- EGTRRA
- Industry Lobbyist Brian Graff Describes How Many Vendors His Retirement Plan Has (1:03 mark)
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).