Teach and Retire Rich

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System.

• Iowa IPERS Book
• TL;DR Series
• Interested in Collaborating with Karl?
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

We check in with NY teaching couple we interviewed in 2017.

• 7:25 — 529/retirement plan update/new saving rate
• 10:23 — 403(b) vendor quality update
• 13:03 — 457(b) plan update
• 22:36 — Applying to college landscape
• 26:07 — Teaching during pandemic
• 31:29 — NY State 529 plan
• 36: 14 — Reveal total annual $ cost in fees
• 37:21 — Travel hacking

• Episode #43: Two Educators Get Wise
• Meridian Wealth Management
• 403bwise.org

Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor.

• Principle Joe Peccia Jr.
• Meridian Wealth Management
• 403bwise.org

Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993.

• Dear New Teachers (Blog Post)
• Meridian Wealth Management
• 403bwise.org

Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois.

• Illinois TRS Book
• TL;DR Series
• Interested in Collaborating with Karl?
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have.

• 403bwise
• Meridian Wealth Management
• Speakpipe

Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make

• Ron Lieber
• 403bwise
• Meridian Wealth Management

NYC teacher Emily Maretsky talks teaching, her varied and interesting teaching experiences, and helping other teachers get wise to saving and investing.

• https://www.instagram.com/teacherfinancialcoach/
• 403bwise
• Meridian Wealth Management

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21).

• Michael Kitces GPO article
• Michael Kitces WEP article
• Devin Carroll WEP Explainer
• WEP/GPO Facebook Group
• Social Security Solutions
• 403bwise
• Meridian Wealth Management

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students.

https://www.feelgoodteaching.com/ https://403bwise.org/