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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: 2018
Sep 4, 2018

We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. The firm then provides solutions to remedy the conflict. 

https://www.principalreview.com/

retireaware.com (company blog)

dalexander@principalreview.com

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jul 29, 2018

Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done.  

 

Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans

The 403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Apr 29, 2018

Delia Fernandez, MBA and CFP®, is founder and president of Fernandez Financial Advisory, LLC, an independent, fee-only financial planning and registered investment advisory firm in Los Alamitos, California, which she opened in 1994. She helps individuals and small business owners plan and invest for their future. She describes herself as the "Kind of advisor she would like to use." 

Delia is a frequent speaker to employee groups and is often quoted in publications such as the Los Angeles Times and The New York Times. She also is an instructor in the financial planning program at the University of California, Irvine’s Department of Continuing Education.

Delia Fernandez

The 403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Mar 27, 2018

Our guest is Ryan Frailich, a fee-only planner from New Orleans and a former teacher, who was recently profiled in a March 16, 2018 New York Times story called Teachers and Annuities: A Questionable Match and Hard Products to Shed.

Ryan who operates Deliberate Finances, recently passed the CFP® exam and is now working on completing his 6,000 planning hours. He’s also a future member of the 403(b)wise Fiduciary Advisor Directory.  

 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Feb 11, 2018

Wait, the market goes down? Dan and Scott talk fluctuation, flu and media market fever.  

 

A Wealth of Common Sense

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jan 7, 2018

Scott and Dan discuss increased 403(b) and 457(b) contributions, the raging bull market, and the Buffalo Bills finally making it back to the playoffs. 

403(b) Contribution Limits

457(b) Contribution Limits

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

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