Teach and Retire Rich

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's.

• RevComm Foundation
• Meridian Wealth Management
• 403bwise.org

NY teaching couple had saved $2 million in their 403(b) and 457(b) plans by October 2019. We catch up with them to see where they are now. We also discuss their summer side hustle: running a popular, hands-on summer camp (total amount saved revealed at 54:54).

• Wealthy Teachers (pod #80)
• Meridian Wealth Management
• 403bwise.org

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news.

• Pragcap
• Discipline Funds
• Meridian Wealth Management
• 403bwise.org

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability.

• Search the Database
• A-F Rating System Explained
• Meridian Wealth Management
• 403bwise.org

California choir director quits teaching and moves to Iowa to farm. We have questions.

• Choir Teacher + Author on F.I.R.E.
• Seed Saver Exchange
• Meridian Wealth Management
• 403bwise.org

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a "$4 million securities fraud scheme."

• Owner of Large 403(b)/457(b) Compliance Firm Booked
• Meridian Wealth Management
• 403bwise.org

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist.

• Dr. Barbara O'Neill
• Meridian Wealth Management
• 403bwise.org

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere.

• Kaitlin Mulhere
• Many Teacher Pension Plans Get Failing Grade
• Meridian Wealth Management
• 403bwise.org

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles.

• The Wealthy Educator
• Email
• Meridian Wealth Management
• 403bwise.org

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security.

• devincarroll.com
• Social Security Intelligence blog
• Devin's YouTube Channel
• Meridian Wealth Management
• 403bwise.org