Scott and Dan talk with northern California high school teacher Greg Ford who is a member of the first-ever 403bwise Super Advocacy cohort. Bonus material: Dan gets results of his Covid-19 screening on air. 

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

Former Teach for America and charter school teacher Eugenie´ George talks about her new book which explores how personal history, ancestry and environments influences money habits.

• Our Money Stories: A Six Week No B.S. Holistic Financial Wellness Plan
• @_EugenieGeorge
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

We re-introduce an updated 403(b)ill of Rights. Ten simple ideas that are hardly revolutionary. 

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

We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus (Update: new firm name Estate Guru), an affordable, user-friendly estate planning service.

• Updated with new website: Estate Guru
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.

• Ben Taylor
• The Case for CITs in the 403(b)
• Bill Introduced to Allow Collective Investment Trusts in 403(b)s
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances. 

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

Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers. 

• WEA Member Benefits
• Previous Podcast with WEA
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye. 

• Vanguard 403(b) Information
• Aspire Financial Services 403(b) Information
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products. 

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

Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard. 

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