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.