Teach and Retire Rich

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details.

• IRS Child Tax Credit Information
• Rich Smith YouTube Child Tax Credit Explainer
• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.

• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news.

• Aspire Financial Services
• Matt Drummond
• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed.

• Pegasus Financial Planning
• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups.

• The Delusions of Crowds: Why People Go Mad in Groups.
• If You Can
• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide, her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time.

• Michelle Singletary
• What to Do With Your Money When Crisis Hits
• 403bwise On Demand Learning
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 6, 2021 403bwise Event.

• An Exceptional Life Financial
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures.

• 0-8:46 Dan Shares Two Animal Stories
• 8:47-38:13 Financial Portion of Podcast
• CNBC: Invest in Teachers 5.5.21 from 4-5pm EST
• How to Get Out of a Bad 403(b) Plan
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.

• Money Letters 2 My Daughter
• Late Bloomer Wealth
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.

• Emily Johnson, CFP®, CDFA
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure