Jackie Cummings Koski, author of Money Letters 2 My Daughter, a book of financial wisdom written for her then high school aged daughter. Jackie will soon retire from a corporate job to focus on her passion: spreading financial literacy. We talk about her book, how she achieved F.I.R.E. (Financially Independent Retire Early), and her future plans around teaching personal finance.

Resources:

Money Letters 2 My Daughter

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Scott goes deep on how to access a 403(b)...

• 02:00 Accessing after age 59.5
• 09:54 Accessing before age 59.5 but after age 55
• 15:18 Accessing before age 50 a.k.a. S.E.P.P. a.k.a. 72(t) withdrawal
• 19:20 Borrowing from a 403(b)
• 26:03 Disability
• 27:43 Divorce
• 33:40 Death

Resources:
Accessing a 403(b)

457(b) Information

The 457(b) Plan Podcast

Working with a Financial Professional

403bwise.org Facebook Group

We talk to coach and longtime F04 (Friend of 403bwise) Chad Stoner who, along with his teacher-baker wife, Stacey, is building an impressive retirement portfolio. 

Resources

Stacey @TheCookieMonger

Episode 19 – The College Solution (pt. 1)

Episode 20 – The College Solution (pt. 2)

Episode 27 – Dan’s Daughter Chooses a College

403bwise.org

Meridian Wealth Management