Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod.
The 403bwise Facebook Group community had a lot of questions about market volatility. We try to provide answers.
A Jonathan Clements blog post is the inspiration for latest podcast.
An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities.
We talk crashing markets and what it means for our listeners.
To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment.
We talk Roth IRA which for many young teachers may be a superior choice than the 403(b).
Justin, a Baltimore city math teacher saves more than 75 percent of his income. He discusses teaching, his financial journey, the "happy meter," and his top teacher savings hacks.
Recording of our 2020 Wise Money Moves video conference with CFPs Scott Dauenhauer and Breanna Reish, two fiduciary planners with a deep knowledge of the financial issues facing teachers.
When the NTSA goes low. We write a song, and then enlist our creative friends.
Scott and Dan were all set to attend the National Tax-Deferred Savings Association's conference in Denver this weekend and then Scott got an email.
Also, 403bwise.org releases a What is a 403(b)? video
Scott thinks a new 457(b) rule could make that plan a better choice than the 403(b).
Today’s guest, Rob Phelan, who we are jokingly dubbing Rob FI-elan, is the kind of teacher you wish you had or that your kids had. Not only does he teach them personal finance concepts, he teaches them how to start their own business. He is also part of the FI or Financial Independence movement which means he has several side hustles.
Teacher Chris Nye, who we are dubbing the "403(b) Guy" is remarkable. Not only has he gotten better vendor choices for his district, he has helped countless teachers via educational workshops and one-on-one meetings.