Teach and Retire Rich

We re-introduce an updated 403(b)ill of Rights. Ten simple ideas that are hardly revolutionary.

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

We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus (Update: new firm name Estate Guru), an affordable, user-friendly estate planning service.

• Updated with new website: Estate Guru
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.

• Ben Taylor
• The Case for CITs in the 403(b)
• Bill Introduced to Allow Collective Investment Trusts in 403(b)s
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances.

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

Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers.

• WEA Member Benefits
• Previous Podcast with WEA
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye.

• Vanguard 403(b) Information
• Aspire Financial Services 403(b) Information
• 403bwise Events
• What is a 403(b)? (video)
• Meridian Wealth Management
• 403bwise.org

Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products.

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

Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard.

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

We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b).

• Teachers Are Getting Schooled on Retirement
• A Studebaker Auto Plant and ERISA
• Transparency with Diana B
• 403bwise Events
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently.

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