Scott and Dan interview District of Columbia teacher turned 403(b) advocate turned advisor Andrew Katz-Moses who wrote an article that details how the financial service industry preys on new District of Columbia Public School employees. They also discuss Scott and Dan's upcoming trip to Washington, D.C.

Katz-Moses Financial

DCPS retirement plans are costing educators millions. We can fix it

403bwise.org

Meridian Wealth Management

 

Scott and Dan discuss strategies the insurance industry uses to hook teachers on their high fee products.

There is Still a Fishy Smell in the Teachers' Lounge

AXA "Advisors" had a seat at the table at the San Francisco Unified School District New Teacher Orientation.

403bwise.org

Meridian Wealth Management

Scott and Dan discuss strategies the insurance industry uses to hook teachers on their high fee products.

There is Still a Fishy Smell in the Teachers' Lounge

AXA "Advisors" had a seat at the table at the San Francisco Unified School District New Teacher Orientation.

403bwise.org

Meridian Wealth Management

We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.  

403bwise.org

Meridian Wealth Management

403bcompare.com

We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.  

403bwise.org

Meridian Wealth Management

403bcompare.com

We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan. 

 

403bwise.org

Meridian Wealth Management

403bcompare.com

We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan. 

403bwise.org

Meridian Wealth Management

403bcompare.com

Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).

 

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance 

 

Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance

Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement. 

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance