Scott reveals the dirty little secret about K-12 403(b) enrollment: it's a loss leader which incentivizes agents to upsell. 

• The Price of 403(b) Enrollment
• School Benefits Official Who Did the Right Thing (from the Learned by Being Burned pod series)
• Transcript for pod about School Benefits Official Who Did the Right Thing
• Meridian Wealth Management
• 403bwise.org

Dan and 403bwise community honored by InvestmentNews. We tell the 403bwise origin story.

• How a Former Teacher is Educating the World About 403(b)s
• An Annuity for the Teacher — and the Broker (New York Times)
• 403bwise in 2000
•  Paying for College with Ron Lieber (podcast)
• Meridian Wealth Management
• 403bwise.org

NYC teacher and financial coach Emily Maretsky, who has more than 16k Instagram followers (@teacherfinancialcoach), talks family and moving from the classroom to full time financial coaching.  

• teacherfinancialcoach.com
• @teacherfinancialcoach
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

Part 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform.

• Scott Burns
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org