Dan talks teaching, teaching personal finance, and 403(b) advocacy with one of our favorites: Nancy Bachety. 

HEARTH electronic collection of books and journals in Home Economics and related disciplines at Cornell University

Next Gen Personal Finance

403(b)wise

Meridian Wealth Management

With Scott out of the country, Dan is joined by fiduciary planner, Breanna Reish, CFP®, as they interview a Pittsburgh middle school science teacher who is trying to get better vendor choices. 

 

Act V: New Pennsylvania Law Requires 4 403(b) Vendors

Wealth of Confidence

Late Bloomer Millionaire

403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

With Scott out of the country, Dan is joined by fiduciary planner, Breanna Reish, CFP®, as they interview a Pittsburgh middle school science teacher who is trying to get better vendor choices.

Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP® and a member of the 403(b)wise Fiduciary Advisor Directory.

Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP®, and a member of the 403(b)wise Fiduciary Advisor Directory.  

 

Wealth of Confidence

Late Bloomer Millionaire

403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

 

An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.  

 

403(b)wise

Meridian Wealth Management

Reps and the CFP® Designation

The Annuity Trap That Teachers Need to Avoid

An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.  

 

403(b)wise

Meridian Wealth Management

Reps and the CFP® Designation

The Annuity Trap That Teachers Need to Avoid

We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles. 

 

403(b)wise

 

Meridian Wealth Management

Next Gen Personal Finance

The 457(b) Plan (#63)

403bcompare.com (#52)

We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles.

We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory. 

 

An Exceptional Life Financial

403(b)wise

403(b)wise Fiduciary Advisor Directory

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle