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."