Teach and Retire Rich

We talk to a New York teacher couple who have saved a substantial sum in their 403(b) and 457(b) plans. 

 

Teach and Retire Rich (book)

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Jackie Cummings Koski, author of Money Letters 2 My Daughter, a book of financial wisdom written for her then high school aged daughter. Jackie will soon retire from a corporate job to focus on her passion: spreading financial literacy. We talk about her book, how she achieved F.I.R.E. (Financially Independent Retire Early), and her future plans around teaching personal finance.

 

Resources:

Money Letters 2 My Daughter

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Jackie Cummings Koski, author of Money Letters 2 My Daughter, a book of financial wisdom written for her then high school aged daughter. Jackie will soon retire from a corporate job to focus on her passion: spreading financial literacy. We talk about her book, how she achieved F.I.R.E. (Financially Independent Retire Early), and her future plans around teaching personal finance.

 

Resources:

Money Letters 2 My Daughter

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Scott goes deep on how to access a 403(b)...

02:00 Accessing after age 59.5

09:54 Accessing before age 59.5 but after age 55

15:18 Accessing before age 50 a.k.a. S.E.P.P. 72(t) Withdrawal

19:20 Borrowing from a 403(b)

26:03 Disability

27:43 Divorce

33:40 Death

Accessing a 403(b)

457(b) Information

The 457(b) Plan Podcast

Working with a Financial Professional

403bwise.org Facebook Group

Scott goes deep on how to access a 403(b)...

• 02:00 Accessing after age 59.5
• 09:54 Accessing before age 59.5 but after age 55
• 15:18 Accessing before age 50 a.k.a. S.E.P.P. a.k.a. 72(t) withdrawal
• 19:20 Borrowing from a 403(b)
• 26:03 Disability
• 27:43 Divorce
• 33:40 Death

Resources:Accessing a 403(b)

457(b) Information

The 457(b) Plan Podcast

Working with a Financial Professional

403bwise.org Facebook Group

 

We talk to coach and longtime F04 (Friend of 403bwise) Chad Stoner who, along with his teacher-baker wife, Stacey, is building an impressive retirement portfolio. 

 

Resources

Stacey @TheCookieMonger

Episode 19 – The College Solution (pt. 1)

Episode 20 – The College Solution (pt. 2)

Episode 27 – Dan’s Daughter Chooses a College

403bwise.org

Meridian Wealth Management

We talk to coach and longtime F04 (Friend of 403bwise) Chad Stoner who, along with his teacher-baker wife, Stacey, is building an impressive retirement portfolio. 

 

Resources

Stacey @TheCookieMonger

Episode 19 – The College Solution (pt. 1)

Episode 20 – The College Solution (pt. 2)

Episode 27 – Dan’s Daughter Chooses a College

403bwise.org

Meridian Wealth Management

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

403bwise.org

Meridian Wealth Management

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