We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.
We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan.
Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).
Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement.
Dan picks up his conversation with Long Island, N.Y. teacher Nancy Bachety who drops some big news.
Dan talks teaching, teaching personal finance, and 403(b) advocacy with one of our favorites: Nancy Bachety.
With Scott out of the country, Dan is joined by fiduciary planner, Breanna Reish, CFP®, as they interview a Pittsburgh middle school science teacher who is trying to get better vendor choices.
Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP®, and a member of the 403(b)wise Fiduciary Advisor Directory.
An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.
We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles.
We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory.