We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

Matthew Lesser

403(b)wise

Meridian Wealth Management

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college. 

Saving for College

403(b)wise

Meridian Wealth Management

Beer

Misty Mountain IPA by Back East Brewery of Bloomfield, CT

Hurricane Kitty by Keegan Ales of Kingston, NY

Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA

Double White by Marble Brewery of Albuquerque, NM

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college. 

Saving for College

403(b)wise

Meridian Wealth Management

Beer

Misty Mountain IPA by Back East Brewery of Bloomfield, CT

Hurricane Kitty by Keegan Ales of Kingston, NY

Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA

Double White by Marble Brewery of Albuquerque, NM

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing. 

Millionaire Educator

Accessing money prior to age 59 1/2

Roth conversion

403(b)wise

Meridian Wealth Management 

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing. 

Millionaire Educator

Accessing money prior to age 59 1/2

Roth conversion

403(b)wise

Meridian Wealth Management 

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be married and she is about to enter the classroom full time. What should she know about saving for retirement?

Think Your Retirement Plan Is Bad? Talk to a Teacher

An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers

Even Math Teachers Are at a Loss to Understand Annuities

Nonprofit Employees, Already Underpaid, Face Special Challenges in Retirement

How to Fix a Retirement Plan at a School or Nonprofit

403(b)wise

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be married and she is about to enter the classroom full time. What should she know about saving for retirement?

Think Your Retirement Plan Is Bad? Talk to a Teacher

An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers

Even Math Teachers Are at a Loss to Understand Annuities

Nonprofit Employees, Already Underpaid, Face Special Challenges in Retirement

How to Fix a Retirement Plan at a School or Nonprofit

403(b)wise

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

Ariel Investments TED Talk: Color blind or color brave? Vanity Fair interview with Mellody Ariel Community Academy

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

Ariel Investments TED Talk: Color blind or color brave? Vanity Fair interview with Mellody Ariel Community Academy

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees. 

What is a 457(b)?

LAUSD 457(b) Plan

FinCon

Steve Schullo