We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus, an affordable, user-friendly estate planning service.
Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.
Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances.
Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers.
Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye.
Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products.
Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard.
We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b).
Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently.
Furloughs and layoffs are coming. At a minimum school districts must add one low-cost vendor now to help ease some financial pain.
We discuss a way to get out of a bad 403(b) that is available in 2020 as a result of the recently passed CARES Act.
Scott and I talk CARES Act student loan information with fiduciary planner Mychal Eagleson, CFP® and president of An Exceptional Life Financial.
We discuss the recently passed CARES Act and how it impacts teachers.
Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod.
The 403bwise Facebook Group community had a lot of questions about market volatility. We try to provide answers.
A Jonathan Clements blog post is the inspiration for latest podcast.
An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities.
We talk crashing markets and what it means for our listeners.
To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment.
We talk Roth IRA which for many young teachers may be a superior choice than the 403(b).
Justin, a Baltimore city math teacher saves more than 75 percent of his income. He discusses teaching, his financial journey, the "happy meter," and his top teacher savings hacks.
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