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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
We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.
403bwise.org
Meridian Wealth Management
403bcompare.com
We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.
403bwise.org
Meridian Wealth Management
403bcompare.com
We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan.
403bwise.org
Meridian Wealth Management
403bcompare.com
Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).
403bwise.org
Meridian Wealth Management
Next Gen Personal Finance
Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).
403bwise.org
Meridian Wealth Management
Next Gen Personal Finance
Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement.
403bwise.org
Meridian Wealth Management
Next Gen Personal Finance
Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement.
403bwise.org
Meridian Wealth Management
Next Gen Personal Finance
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