Teach and Retire Rich

CEO Eric Simonson discusses the Advice-Only Network, a service that provides access to advice-only fiduciary financial planners from around the country.

• Advice Only Network
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We discuss the proposed bill, and speak with a teacher who advocated for its passage.

• Chico Unified School District 403(b)/457(b) Vendor List
• AB2197
• AB2197 Analysis
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Scott answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet.

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes.

• Professor Karen DeLong
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Scott and Dan share their new resource and the reasoning behind it.

• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants.

• Three ways the Corebridge/Equitable merger could shake up the annuity market
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs.

• Karl's EV data
• Join Us on April 5, 2026 for a Special Announcement. Info here
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We dig into how to move money to a better employer vendor. In the 403(b) world this is called an "exchange." In the 457(b) world this is called a "transfer."

How to intiate an exchange/transfer from one employer vendor to another

1. Determine compliance administrator
2. Determine if exchanges/transfers are permitted (almost always are)
3. Determine what new vendors are available (see 403bwise rating system)
4. Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out"
5. Open account with new vendor
6. Ask new vendor if exchange/transfer paperwork is needed
7. Check if compliance administrator requires paperwork
8. Follow all instructions carefully. Exited vendor often unhelpful. Stay on top of process.

• Support for exchange/transfer process: The 403bwise Facebook Group
• Join Us on April 5, 2026 for a Special Announcement. Info here
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Employers can contribute to a 457(b) but their additions count against the contribution limit. We discuss a workaround: adding a 401(a) plan, which surely Fonzie would give two thumbs up.

• What Are 401(a) Plans?
• Join Us on April 5, 2026 for a Special Announcement. Info here
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

With an assist from the Wealthy Custodian, a California fin lit teacher teaches and learns key fin lit concepts.

• Next Gen Personal Finance
• The Wealthy Custodian
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).