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

Kevin Benson, executive director of the Southern Education Retirement Consortium, believes he has the solution for small and mid-size school districts looking to offer quality 403(b), 457(b) and 401(a) plans.

• SERC Solutions
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Was it all just a dream? New Jersey teachers are losing a fantastic 403(b) option: Lincoln Investment's Participant Directed Platform. Dan and Scott interview New Jersey teacher Chris Nye who shares what he has learned about the future of Lincoln PDP in New Jersey.

• Bad Vendors Who Offer Good Investing Choices
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Tax Deferred Services, whose CEO was arrested in what the California Department of Insurance called a "$4 million securities fraud scheme," blankets teacher email inboxes with deceptive message.

• TDS CEO: Arrested Development
• "Set up" a Zoom Appointment with TDS
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Illinois Principal Scott Liska teamed up with the business manager to dramatically improve Evergreen Park ESD 124's 403(b) and 457(b) plan.

• Evergreen Park ESD 124 Plan Offerings & Grade
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Looking for a higher interest rate in your fixed investment(s)? Scott details some provisions that might help.

• Market Value Adjustments
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org