Teach and Retire Rich

Furloughs and layoffs are coming. At a minimum school districts must add one low-cost vendor now to help ease some financial pain.

• Blog: Crisis Mandates School Districts Fix 403(b) Now
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

We discuss a way to get out of a bad 403(b) that is available in 2020 as a result of the recently passed CARES Act.

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

Scott and I talk CARES Act student loan information with fiduciary planner Mychal Eagleson, CFP® and president of An Exceptional Life Financial.

• An Exceptional Life Financial
• CARES Act Student Loan Information
• February 2019 interview with Mychal
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

We discuss the recently passed CARES Act and how it impacts teachers.

1. Rebates for individuals (3:45)
2. Penalty-free distribution from 403(b)/457(b) etc. (27:43)
3. 403(b)/457(b) etc. loan provisions (36:35)
4. RMD changes (50:44)
5. Charitable contributions (53:25)

• Jeffrey Levine
• An Exceptional Life Financial
• 403bwise CARES Act Information
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod.

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

The 403bwise Facebook Group community had a lot of questions about market volatility. We try to provide answers.

• The New York Times Annuity Scam Article
• The New York Times: Your Money and the Coronavirus: You Asked, Experts Answered
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

A Jonathan Clements blog post is the inspiration for latest podcast.

• Jonathan Clements
• Cullen Roche
• Cullen Roche on Teach and Retire Rich podcast
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities.

• The Myth of "Free" No-Expense Fixed or Equity-Indexed Annuities
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org

We talk crashing markets and what it means for our listeners.

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

To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment.

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