Teach and Retire Rich

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

Interest rates are rising. What should you be doing?

• Estate Planning Simplified
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Teacher Shaun Morgan discusses online teaching, and his upcoming free Teach Toward Retirement Summit.

• Free Registration
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

We regrade 403(b) vendor list for Broward County Public Schools. But they sure didn't make it easy to get information.

• Broward 403bwise Grade
• Broward County Public Schools
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

What are they? How do they work? What role if any should they play in saving for retirement?

• Cullen Roche
• 3-Minute Money videos
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org