Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists.

• Blog: Too Many 403(b) Vendors
• Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It.
• In Praise of 403bcompare.com
• The Paradox of Choice
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21).

• Eric McClarey
• Mark Schug
• Anthony Scheffler
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

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

Bad AXA/Equitable things come in threes. 

• Equitable Bermuda Triangle
• Mutating 403(b) Phish
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

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

Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.  

• Meridian Wealth Management
• 403bwise.org

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