Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

• 00:08 Social Security and teacher pensions
• 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
• 14:04 What to do with a bad 403(b) vendor? 
• 19:45 Which vendors should I lobby my district to add?
• 23:17 Dan’s beer name ideas
• 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
• 27:34 Scott comes up with name of 403(b) themed brewery
• 29:05 What to do with bonds in a rising interest rate environment?
• 40:20 Dan comes up with more beer names

• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 

• 1:39 The math behind retiring early vs. waiting to maximize pension benefit
• 24:35 Health Savings Account (HSAs)
• 33:16 Does it make financial sense to switch school districts?
• 37:46 Retire early once pension benefit has been maximized?
• 43:46 What to do with 403(b) plans from former employers

• 403bwise Teaching and Advocacy Tools
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement.

• Teacher Story with Barb
• 403bwise Teaching and Advocacy Tools
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit. 

• Mark Schug
• Mark and Dan on NGPF Podcast
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Teaching teachers about the 403(b) before they enter the classroom.

• Eric McClarey
• Financial Concepts Every New Teacher Should Know
• 457(b) > 403(b)?
• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Super advocate Chris Nye shares how easy it was to add a 457(b) from Fidelity at his school district. 

• Fight for Better
• 457(b) > 403(b)?
• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Scott discusses how to convert a Traditional IRA to a Roth IRA and how to do a Backdoor Roth Contribution. Dan talks about dentistry. 

• How to Convert to a Roth IRA
• Convert IRA Roth Calculator
• How to Do a Backdoor Roth Conversion
• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

We talk Roth IRA which for many teachers can be a better option than the 403(b).

• Modified Adjusted Gross Income (MAGI)
• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Aaron Standish is the Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida. It's a position every school district should have. He can be reached on Twitter at @SDPBC_FinLit

• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices.  

• NGPF
• Find a Good Vendor
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org