Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for:
At the conclusion of the recording of this episode Scott got a call from a family member who he had helped apply for this new benefit who shared the good news that she had just received a Social Security check for more than $9,000.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Retired educator is prolific writer of state specific retirement guides for teachers (40 and counting); he's running for a seat on the Colorado PERA Board of Trustees; and he writes engaging and educational retirement planning material that he makes available for free. We discuss all of this and more.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Our guest today, Aaron Standish, is the former Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida who recently joined Next Gen Personal Finance as their Partnership & Adoption Manager for the Southeastern part of the country.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).