Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.
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