Teach and Retire Rich

At what price point does it make sense to invest in a taxable brokerage account over a pre-tax 403(b)?

• Meridian Wealth Management
• 403bwise.org

Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness.

• Wisconsin-Dells A-rated 403(b) Plan
• Meridian Wealth Management
• 403bwise.org

The market is off close to 13% year-to-date. We discuss why this might not be such a bad thing.

• Risk Tolerance Questionnaire
• Asset Allocation Information
• Meridian Wealth Management
• 403bwise.org

iBonds are paying eye-popping rates. We discuss.

• Treasury Direct
• Meridian Wealth Management
• 403bwise.org

We profile teacher Barb Besal who narrated Learned by Being Burned: Teachers and the K-12 403(b), and veteran journalist Steve Buel who researched, reported and wrote the series.

Barb Besal's November 2020 pod interview

Teacher and member of state task force on financial literacy, Michele Bentivegna, talks teaching financial literacy.

• Arizona Financial Literacy Task Force on Fin Lit
• ngpf.org
• Meridian Wealth Management
• 403bwise.org

Retirement plan bill that passed the House on a 414-5 vote and is expected to be signed into law brings significant changes to retirement plans. We discuss.

• CIT Pod
• What is a CIT?
• Meridian Wealth Management
• 403bwise.org

Scott's out this week, but Dan has two important announcements.

• The Long View Podcast
• Learned by Being Burned podcast
• Meridian Wealth Management
• 403bwise.org

We share our ratings for 3,041 school district 403(b) plans. We read the names of the school districts who earned a B or an A.

• District Plan Rating Project
• It's Brutal Out Here
• Learned by Being Burned podcast
• Meridian Wealth Management
• 403bwise.org

We speak with Morningstar's director of personal finance, co-host of The Long View podcast, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and the book Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.

• Christine Benz
• Learned by Being Burned podcast
• Meridian Wealth Management
• 403bwise.org