We discuss what we think are the top three 403(b) stories of 2021.
Five options available to small school districts who want to offer a great 403(b) plan.
Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss.
We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.
Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque.
Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.
We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy.
Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's.
NY teaching couple had saved $2 million in their 403(b) and 457(b) plans by October 2019. We catch up with them to see where they are now. We also discuss their summer side hustle: running a popular, hands-on summer camp (total amount saved revealed at 54:54).
Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news.
403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability.
California choir director quits teaching and moves to Iowa to farm. We have questions.
This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a “$4 million securities fraud scheme."
Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist.
We talk teacher pension plans and higher education with Money's Kaitlin Mulhere.
34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles.
Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security.
Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System.
We check in with NY teaching couple we interviewed in 2017.
Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor.
Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993.
Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois.
We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have.
Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make