Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college.
We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023.
In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators.
SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation.
Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way.
We break down what we consider to be the top 5 403(b) stories of 2022.
In part two of our conversation with money manager Cullen Roche, he discusses the concept of All Duration Investing and his recent paper on the topic.
Cullen Roche, author, money manager, and one of the most astute financial minds, returns to talk video making, inflation, housing and markets in part one of our two part conversation.
Kevin Benson, executive director of the Southern Education Retirement Consortium, believes he has the solution for small and mid-size school districts looking to offer quality 403(b), 457(b) and 401(a) plans.
Was it all just a dream? New Jersey teachers are losing a fantastic 403(b) option: Lincoln Investment's Participant Directed Platform. Dan and Scott interview New Jersey teacher Chris Nye who shares what he has learned about the future of Lincoln PDP in New Jersey.
Tax Deferred Services, whose CEO was arrested in what the California Department of Insurance called a “$4 million securities fraud scheme,” blankets teacher email inboxes with deceptive message.
Illinois Principal Scott Liska teamed up with the business manager to dramatically improve Evergreen Park ESD 124's 403(b) and 457(b) plan.
Looking for a higher interest rate in your fixed investment(s)? Scott details some provisions that might help.
Interest rates are rising. What should you be doing?
Teacher Shaun Morgan discusses online teaching, and his upcoming free Teach Toward Retirement Summit.
We regrade 403(b) vendor list for Broward County Public Schools. But they sure didn't make it easy to get information.
What are they? How do they work? What role if any should they play in saving for retirement?
A union that does it right. New Jersey's bad 403(b) bill. Crazy markets.
Educators and state employees have access to multiple excellent, low-cost retirement savings vehicles (none of which is a 403(b) plan).
Districts are responding to our 403(b) Plan Rating Project. We recently heard from two school districts asking us to upgrade their D-rated plans because of improvements they had made.
New RMD rule changes proposed for the 403(b)/457(b); AIG works on its core; Aspire follows Vanguard model.
Our guest today is a fee-only, advice-only CPF® and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel.
North Carolina teachers Dave and Brandon help colleagues and students get wise to saving for retirement (updated with correct audio track).
Southern California high school math teacher gets a Fidelity 457(b) added to his vendor list.
One of our favorite guests, teacher/travel hacker Justin Garritt talks about his decision to leave the classroom to become a full-time fiduciary advisor. We also talk travel hacking and carrying a "whole ham" on a flight.