Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.
Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide, her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 6, 2021 403bwise Event.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures.
Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association).
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks travel hacking: how to do it, who it is for, and who it is not for.
Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement.
One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement.
Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event.
Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists.
Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21).
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Bad AXA/Equitable things come in threes.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
We talk 457(b) with Christina Elliott, executive director of Ohio’s excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Recording of our January 6, 2021 event with three teachers who successfully added better 403(b) and/or 457(b) investment choices.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
New Jersey teachers says no to bad 403(b) choices and yes to educating colleagues about saving for retirement.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure
We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure