James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning.  Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/  note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download.  About Jim Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Master of Estate and Retirement Planning (#294)

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

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Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.    Emily Maretsky Teacher Financial Planner Katz-Moses Financial  The Externship (deadline May 24, 2024) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Curious About Becoming a Fiduciary Advisor? (#323)

Scott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor.    Debunking the NTSA’s 2018 "Improving Retirement Savings for America's Public Educators" study  NTSA "Study"   403bwise Zoom Event on May 21: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

NTSA 403(b) "Research" Easily Debunked (#322)

We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor.   Katz-Moses Financial  403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)

Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024.   New DOL Fiduciary Rule Fact Sheet  New Fiduciary Rule Not All Bad for K-12 403(b) Participants FACC  Lawsuit Against Fiduciary Rule Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule

Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.    New DOL Fiduciary Rule Fact Sheet  403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org  Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Master of Estate and Retirement Planning (#294)

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