We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.  

• The Wealthy Custodian (pod)
• The Wealthy Custodian in Retirement (pod)
• Questions to Ask a Professional Fiduciary 
• 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®). 

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. 

• State of Student Loans? Chaos (pod)
• The Importance of Asset Allocation 
• Tripit
• 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®). 

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). 

• Barbara Healy
• EGTRRA
• Industry Lobbyist Brian Graff Describes How Many Vendors His Retirement Plan Has (1:03 mark)
• 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®). 

Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now. 

• K-12 Planning
• Public Service Loan Forgiveness
• 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®). 

Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about it 3) What teachers and state employees should do.

• Tennessee Throws Teachers to the Wolves (Blog Post)
• Tennessee Legislators Illegally Voting with Sticks (John Oliver)
• 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®). 

The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success.

• LAUSD 457(b) Deferred Compensation Plan Fund Lineup
• 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®). 

Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. 

• An Autopsy of American Exceptionalism
• Three Things - China Deal
• 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 finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges. 

• The Price of Enrollment
• Podcast on SIOs
• Plan Fee Disclosure Form for University of Jamestown
• Equitable Plan Fee Disclosure Brochure
• 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®). 

Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjoy. 

• 9 Charts on Trump’s First 100 Days in the Markets
• 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®). 

Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. 

Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,000 and 4,000 hours respectively that she mentioned in interview).

• 395 Financial Planning
• Retired Teacher Pays It Forward (Maggie Mason/Santa Barbara)
• 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®).