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Teach and Retire Rich - The podcast for teachers, professors and financial professionals

Teacher Dan Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich - The podcast for teachers, professors and financial professionals
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Now displaying: March, 2017
Mar 28, 2017

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

  • Professors give themselves a "B"
  • One third feel like beginning investors
  • Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

403(b)wise

Meridian Wealth Management

Mar 13, 2017

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: EBSA.FiduciaryRuleExamination@dol.gov. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

403(b)wise

Meridian Wealth Management

 

Mar 4, 2017

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

 

Matthew Lesser

403(b)wise

Meridian Wealth Management

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