This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy. 

• Financial Dominance: Your Battle Plan for a Richer Life 
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan. 

• Award Winning Plan 
• 403bwise Plan Grade
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement. 

• ITDHH Conference
• TL; DR: Financial Literacy for Illinois Teachers' Retirement System Members
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Our podcast openings from 2021.

• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

We discuss what we think are the top three 403(b) stories of 2021.

• Green Light for Single Vendor 403(b) Plans in California?
• Chicago Public Schools Goes Single Vendor
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Five options available to small school districts who want to offer a great 403(b) plan.   

• Small School Districts Can Offer Top Notch 403(b) Programs
• When Bad 403(b) Vendors Offer Good 403(b) Products 
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss. 

• School District 403(b) Plans and Investment Selection
• California Dreaming of Better 403(b) Plans
• The Elephant in the Room
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.

• Video of 403bwise Zoom Event for Chicago Public Schools
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque.  

• Albuquerque Teacher Residency Partnership
• When Bad Vendors Offer Good Investing Choices
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.  

• Foothill DeAnza-Community College District
• Bogleheads
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org