That is how much money teacher-turned planner David Gourley has saved teachers in student loan repayment. 

• Teach Plan Retire Newsletter
• New Biden Student Loan Repayment Plan (January 2023)
• July 2022 PSLF Waiver Event (Podcast)
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

On January 31, 2003, the Bush Administration announced a plan to drastically change how Americans save in defined contribution plans. Unfortunately that plan never got the public debate it deserved. Scott and Dan discuss the never implemented plan. 

• Bush Administration Retirement Savings Plan
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college.

• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023. 

• 403(b) New Year's Resolutions
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators. 

• SECURE Act 2.0 (pt. 1)
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation. 

• SECURE Act 2.0 Explainer 
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way. 

• Journey to a Million (YouTube) 
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

We break down what we consider to be the top 5 403(b) stories of 2022.

• CITs in the 403(b)?
• CITs: A Welcome Addition to 403(b) Plans
• SECURE 2.0 (recorded before passing)
• SEC Fines Equitable $50 Million  
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

In part two of our conversation with money manager Cullen Roche, he discusses the concept of All Duration Investing and his recent paper on the topic.

• All Duration Investing
• Pragcap
• Three Minute Macro 
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Cullen Roche, author, money manager, and one of the most astute financial minds, returns to talk video making, inflation, housing and markets in part one of our two part conversation. 

• Pragcap
• Three Minute Macro 
• Discipline Funds ETFs
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org