Teach and Retire Rich

We talk 457(b) with Christina Elliott, executive director of Ohio's excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers.

• Ohio Deferred Compensation Plan
• 403(b)/457(b) Side-by-Side Comparison
• 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

Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement.

• Lindenwood University
• Anthony Scheffler
• 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

Recording of our January 6, 2021 event with three teachers who successfully added better 403(b) and/or 457(b) investment choices.

• 403bwise Events
• Adam Pod
• Tara Pod
• Chris Pod
• 403bwise Advocacy Tools
• 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

New Jersey teachers says no to bad 403(b) choices and yes to educating colleagues about saving for retirement.

• 403bwise Events
• When Bad 403(b) Vendors Offer Good Investing Choices
• 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

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor.

• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org
• Build Your Stax by NGPF.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

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

• Joey Fishman
• 403bwise Events
• 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

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

• Joey Fishman
• 403bwise Events
• 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

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.

• Picture from Dan's 1995 Trip to a Miami Dolphin Game
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

• 00:08 Social Security and teacher pensions
• 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
• 14:04 What to do with a bad 403(b) vendor?
• 19:45 Which vendors should I lobby my district to add?
• 23:17 Dan's beer name ideas
• 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
• 27:34 Scott comes up with name of 403(b) themed brewery
• 29:05 What to do with bonds in a rising interest rate environment?
• 40:20 Dan comes up with more beer names

• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery.

• 1:39 The math behind retiring early vs. waiting to maximize pension benefit
• 24:35 Health Savings Account (HSAs)
• 33:16 Does it make financial sense to switch school districts?
• 37:46 Retire early once pension benefit has been maximized?
• 43:46 What to do with 403(b) plans from former employers

• 403bwise Teaching and Advocacy Tools
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org