Teach and Retire Rich

In what we are jokingly calling an emergency pod, we discuss the just released article Teachers Pay High Fees for Retirement Funds. Unions Are Partly to Blame. by Anne Tergensen and Gretchen Morgenson of The Wall Street Journal. This is the union-focused 403(b) article we have been long hoping for. 

• Teachers Pay High Fees for Retirement Funds. Unions Are Partly to Blame.
• Meridian Wealth Management
• 403bwise.org

Part two of our interview with Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. We touched on a cross section of healthcare and planning topics:

• 00:23 Which Senator killed the public option?
• 01:48 Importance of the public option
• 02:10 Elisabeth Rosenthal book How Health Care Became Big Business and How You Can Take It Back
• 04:25 Ideas for fixing healthcare
• 5:16 Origin of “ObamaCare”
• 06:11 Ted Kennedy and healthcare
• 06:35 Nixon had a good healthcare plan
• 08:24 The craziness of employer based healthcare
• 09:56 Is Long-Term Care Insurance worth it?
• 11:44 The Big Four of Aging
• 15:44: "Primary Care for All!"
• 19:58 Aging parents and healthcare

Time to Expand Community Health

Carolyn McClanahan, MD, CFP® Meridian Wealth Management

403bwise.org

Part two of our interview with Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. We touched on a cross section of healthcare and planning topics:

• 00:23 Which Senator killed the public option?
• 01:48 Importance of the public option
• 02:10 Elisabeth Rosenthal book How Health Care Became Big Business and How You Can Take It Back
• 04:25 Ideas for fixing healthcare
• 5:16 Origin of “ObamaCare”
• 06:11 Ted Kennedy and healthcare
• 06:35 Nixon had a good healthcare plan
• 08:24 The craziness of employer based healthcare
• 09:56 Is Long-Term Care Insurance worth it?
• 11:44 The Big Four of Aging
• 15:44: "Primary Care for All!"
• 19:58 Aging parents and healthcare

Time to Expand Community Health

Carolyn McClanahan, MD, CFP® Meridian Wealth Management

403bwise.org

We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now.  

Carolyn McClanahan, MD, CFP®

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now.  

 

Carolyn McClanahan, MD, CFP®

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation.

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation.

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Dan interviews fiduciary planners Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help teachers. In part one we look at helping the new teacher, and helping the mid-career teacher. 

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Dan interviews fiduciary planners Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help teachers. In part one we look at helping the new teacher, and helping the mid-career teacher. 

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Topics include: Dan's trip to Buffalo to talk 403(b) with Williamsville, NY teachers, 2020 403(b) contribution limits, and how Horace is not the 403(b) Mann. 

 

Buffalo, NY Grain Elevators

Buffalo Riverworks Brewery + Hockey

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group