New Jersey high school business and personal finance teacher and super 403(b)/457(b) advocate, Chris Nye, moves from high school to elementary school.

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

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 is back at it answering your questions which include:

1. Withdrawing money from a Roth 403(b)
2. Keep money in 403(b) at retirement or rollover, and if so to which company?
3. Is the Equitable EQUI-VEST Strategies Series 901 "as bad" as the 201 Series?
4. Purchasing out-of-state pension credit: Do it now or wait?

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position.

• Advice Only Network
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring.

• San Ramon Valley Unified 403(b)/457(b) Vendor List
• University of the Pacific class
• Matt's Book for California Teachers
• Article: Spend Half Save Half
• Matt's first pod appearance
• Matt's second pod appearance
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

CEO Eric Simonson discusses the Advice-Only Network, a service that provides access to advice-only fiduciary financial planners from around the country.

• Advice Only Network
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

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 the proposed bill, and speak with a teacher who advocated for its passage.

• Chico Unified School District 403(b)/457(b) Vendor List
• AB2197
• AB2197 Analysis
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

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 answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet.

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes.

• Professor Karen DeLong
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

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 share their new resource and the reasoning behind it.

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

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 discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants.

• Three ways the Corebridge/Equitable merger could shake up the annuity market
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).