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

• Meridian Wealth Management
• 403bwise.org

Scott thinks a new 457(b) rule could make that plan a better choice than the 403(b). 

• Pod #63: The 457(b)
• Meridian Wealth Management
• 403bwise.org

Today’s guest, Rob Phelan, who we are jokingly dubbing Rob FI-elan, is the kind of teacher you wish you had or that your kids had. Not only does he teach them personal finance concepts, he teaches them how to start their own business. He is also part of the FI or Financial Independence movement which means he has several side hustles.  

• The Simple Startup
• Rob’s Teachers Pay Teachers page
• Meridian Wealth Management
• 403bwise.org

Teacher Chris Nye, who we are dubbing the "403(b) Guy" is remarkable. Not only has he gotten better vendor choices for his district, he has helped countless teachers via educational workshops and one-on-one meetings. 

• 06:00 AXA guy cometh
• 07:02 Need 25 colleagues interested to add T. Rowe Price
• 08:27 Educating colleagues
• 11:06 Helping colleagues get out of bad choices
• 11:56 Colleague inspired to add Vanguard
• 13:35 How to become a 403(b) advocate
• 17:40 Importance of investing costs
• 22:20 Threats from salespeople?
• 24:04 Speaks to all new employees
• 27:25 Will soon speak to all employees
• 29:06 A true passion
• 29:29 Teaching personal finance
• 32:08 What’s next?

Jackson School District
New Jersey Education Association

403bwise.org Advocacy Tools and Resources

Meridian Wealth Management
403bwise.org