Teach and Retire Rich

Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio's state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.

• CalSTRS Pension 2
• Ohio Deferred Compensation
• 403bcompare
• 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

Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association).

• TL;DR: Financial Literacy for Employees of Colorado Public Schools: Optimizing Financial Decisions Based on your PERA and School District Benefits
• Book Resources
• Colorado PERA
• Interested in Collaborating with Karl?
• 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

Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks travel hacking: how to do it, who it is for, and who it is not for.

• Garritt Financial Solutions
• Happy Saver TRR Pod #98
• Happy Meter Podcast
• Choose FI Travel Hacking
• Travel Freely
• Rich Smith YouTube Channel
• The Secret History of the Credit Card
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement.

• The Wealthy Custodian Retires Pt. 1 (pod 155)
• The Wealthy Custodian (pod 74)
• Custodian Cleans Up His 403(b) (pod 53)
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement.

• The Wealthy Custodian (pod 74)
• Custodian Cleans Up His 403(b) (pod 53)
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event.

• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists.

• Blog: Too Many 403(b) Vendors
• Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It.
• In Praise of 403bcompare.com
• The Paradox of Choice
• 403bwise Events
• Meridian Wealth Management
• 403bwise.org

Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21).

• Eric McClarey
• Mark Schug
• Anthony Scheffler
• 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

Bad AXA/Equitable things come in threes.

• Equitable Bermuda Triangle
• Mutating 403(b) Phish
• 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

Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.

• 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