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
Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor.
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 continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.
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 ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.
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
Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.
Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.
Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery.
Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement.
Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit.
Teaching teachers about the 403(b) before they enter the classroom.
Super advocate Chris Nye shares how easy it was to add a 457(b) from Fidelity at his school district.
Scott discusses how to convert a Traditional IRA to a Roth IRA and how to do a Backdoor Roth Contribution. Dan talks about dentistry.
We talk Roth IRA which for many teachers can be a better option than the 403(b).
Aaron Standish is the Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida. It's a position every school district should have. He can be reached on Twitter at @SDPBC_FinLit
Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices.
In California, it's the worst of 403(b) times (too many vendor choices), and it's the best of 403(b) times (generally at least one good vendor). Unfortunately, not all districts in the state have at least one good vendor. We challenged the community to find the lemons. Challenge met!
Twenty-something music teacher Keelan paid off $45,000 in student loan debt. He shares financial wisdom in his blog: Millennial Educator.
403bwise launches new vendor search tool that allows users to quickly see if they have Vanguard or Aspire available at work.
Former teacher turned investment advisor representative helps school districts move to a single vendor 403(b) plan.
New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging...
New York speech pathologist gets wise to saving for retirement while helping others.
Email: pennypinchingpathologist (at) gmail.com
Across the country teachers are being spammed by phony financial professionals. A savvy high school teacher almost took the bait.
We talk $40 million AIG/Valic settlement with the SEC.
Crystal, a 36-year old high school choir director and author, plans to retire soon.