Wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2).

• Scott Burns
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

School counselor from Connecticut gets taken for an expensive ride. It could happen to you. 

• Fraud Is Flourishing on Zelle. The Bank’s Say It Is Not Their Problem.
• Stuck in AXA (First pod with Adam)
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

Private equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work.

• Plunder: Private Equity's Plan to Pillage America 
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? 

• The Risk of Buffer and Floor Strategies
• SEC Warning 
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org