Part 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform.

• Scott Burns
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

Wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2).

• Scott Burns
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

School counselor from Connecticut gets taken for an expensive ride. It could happen to you. 

• Fraud Is Flourishing on Zelle. The Bank’s Say It Is Not Their Problem.
• Stuck in AXA (First pod with Adam)
• Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
• Meridian Wealth Management
• 403bwise.org

Private equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work.

• Plunder: Private Equity's Plan to Pillage America 
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? 

• The Risk of Buffer and Floor Strategies
• SEC Warning 
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Massachusetts 5th grade teacher Brian Kramer, who describes himself as an Aspiring Financial Literacy Advocate, discusses teaching, how he and his wife got out of Equitable, term life insurance, saving in a Roth IRA, and perhaps earning the CFP® designation.  

• Northborough School District 403(b) Plan
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Former teacher, current financial planner, and 24-7 student loan forgiveness guru, David Gourley returns to make sense of where student loan forgiveness stands in the wake of the Supreme Court ruling, and the recent Biden Administration announcement of a seemingly new program. David has a message for public sector borrowers: there is a lot to be optimistic about.

• Contact David
• studentaid.gov
• Biden administration announces $39 billion in student loan forgiveness
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

We talk to a real doctor — not a phony one like Dan — who after being burned by salespeople, started the White Coat Investor, the most widely-read, physician-specific personal finance and investing website in the world.

• White Coat Investor
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Former professional baseball player and current Florida high school teacher, Ole Sheldon, discusses his new book The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers which grew out of his doctoral dissertation on this topic. 

• The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org

Yanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier."

In part 2 of this two-part interview, Yanely talks about her pivot from education to YouTube Fin Lit star and all of the opportunities it has led to. 

• Mind Your Money
• NGPF
• MissBeHelpful YouTube Channel
• Financially Inclined
• Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
• Meridian Wealth Management
• 403bwise.org