Teach and Retire Rich

Teacher turned travel-hacker/blogger extraordinaire, Zac Hood talks leveraging credit card use to travel "freely."

• Travel Freely
• Award Hacker
• Point.me
• Learned by Being Burned (short podcast series)
• Meridian Wealth Management
• 403bwise.org

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