Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy.
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 catch up with New Jersey high school business and personal finance teacher Chris Nye, one of the best 403(b) advocates in the country. He talks teaching personal finance, how teachers may have an excellent 403(b) choice already available and don't know it, and pension drama in New Jersey.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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®).