Season 10 · Episode 272
Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
June 2, 202345m 35s
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Show Notes
Illinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best.
- Mr. Whelan Financial
- Illinois Education Association
- SB 0734
- Learned by Being Burned (teachers share 403(b) horror stories)
- Meridian Wealth Management
- 403bwise.org