Teach and Retire Rich

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

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 1 of this two-part interview, Yanely talks growing up in Bushwick, Brooklyn; the economic challenges she and her family faced; earning a scholarship to Brown University; and working as an elementary teacher.

• 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

Auto Enrollment has led to a massive increase in saving for retirement participation, especially among the young. We discuss data from new Vanguard 401(k) report, and what it could mean for the 403(b) and 457(b). We also talk a little travel hacking at beginning of podcast.

• Report: Generational Changes in 401(k) Behaviors
• 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

Micah Hauptman, the director of investor protection at the Consumer Federation of America, talks about his job and the fight to implement a fiduciary standard.

• Consumer Federation of 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

Teacher Tim Whelan of Illinois succinctly describes the many benefits of having a single vendor 403(b) plan.

Illinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best.

• Mr. Whelan Financial
• Illinois Education Association
• SB 0734
• Learned by Being Burned (teachers share 403(b) horror stories)
• Meridian Wealth Management
• 403bwise.org

Listening to the education and advocacy podcast series Learned by Being Burned: Teachers and the K-12 403(b) motivated South Carolina high school teacher to advocate for and get better 403(b) investment choices in his South Carolina school district.

• York 3 vendor list
• Learned by Being Burned (teachers share 403(b) horror stories)
• Meridian Wealth Management
• 403bwise.org

After their own missteps, New York music teachers Hana and her husband James are helping colleagues get wise to the 403(b). Hana may have the best story ever for how and where she first signed up for a 403(b).

Episode begins with Dan talking about his current living arrangement.

• Learned by Being Burned (teachers share 403(b) horror stories)
• Meridian Wealth Management
• 403bwise.org

Scott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one.

• New York State laws on Deferred Compensation Committee
• Learned by Being Burned (teachers share 403(b) horror stories)
• Meridian Wealth Management
• 403bwise.org