Teach and Retire Rich

Popular podcast hosts and best friends Joel Larsgaard and Matt Altmix of the How to Money website and podcast, talk friendship, podcasting, and money (pt. 1).

• How to Money
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

On more than one occasion we have heard red-rated vendors declare that fixed insurance products are now subject to a best interest standard for 403(b) sales in most states. This is false.

• Comparing CFP Board's Code of Ethics and Standards of Conduct to The NAIC's Suitability in Annuity Transactions Model Regulation #275
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Dan and Scott discusses Dan's medical scare and market volatility.

• From Soft Landing to Emergency Landing? by Cullen Roche
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Dan shares some of his financial mistakes. He also takes a quick trip down his journalism career memory lane.

• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Episode 1 of the 5-part series Learned by Being Burned the short pod series where teachers share how they were sold high-cost annuity products, the barriers they face to getting better, lower-cost investment choices, and the growing advocacy movement working to fix the K-12 403(b).

Note: This episode previously ran two years ago. We thought our growing audience would enjoy hearing this first episode. We will return with regular Teach and Retire Rich episodes next week. The entire series is available on all major podcast platforms.

• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b). Episode transcripts also available via this link.

Scott and Dan get a little personal before talking about NTSA's so-called Elite Advisor Awards.

• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop.

• Fulton County Public Schools 403(b) Plan
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

The 403(b)ill of Rights is one of the first 403(b) blog posts Dan ever wrote. It first appeared around July 4, 2000. Over the years we have made incremental improvements to it. What follows is a refresh. The new Amendment 12 may be considered radical. Frankly, it's radical that it is even needed.

• 403(b)ill of Rights Refreshed
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

After a career at IBM, Lucretia Ryan founded Financial Freedom for Women, an organization whose goal is to help women gain financial independence. In addition to writing about financial issues, she puts on free retirement optimization workshops for women. After helping her late mother navigate healthcare in retirement, Lucretia warns about the dangers of Medicare Advantage.

• Financial Freedom for Women
• 9.25.24 Event: Medicare "Advantage" Dirty Little Secrets
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Teacher and podcast host Shaun Morgan talks saving for retirement.

• The Teacher Money Show
• 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®).