Teach and Retire Rich

One of our least favorite companies looks to be in some hot water with the SEC.

• Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Learned by Being Burned: Teachers and the K-12 403(b). The short series that explores the dysfunctional world of supplemental retirement plans, the maddening industry behind them, and the growing movement to fix what is broken.

We share big news that has been two years in the making.

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

We debunk some 403(b) misunderstandings.

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

Extended conversation with Andrew Hallam. We discuss healthcare for the nomad and meeting up in person.

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

Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book.

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

After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement.

• Survey: Teachers' Preparedness for Retirement: Results from a Nationally Representative Teacher Survey
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor.

• School District 403(b) Plans and Investment Selection
• School District 403(b) Plans and Recordkeeper Selection
• School District 403(b) Plans and Participation-Directed Investments
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation.

• North Carolina to Discontinue State Based 403(b) Plan at Year End
• Supreme Court Northwestern University 403(b) Ruling
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

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