Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: [email protected]. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

403(b)wise

Meridian Wealth Management

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: [email protected]. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

403(b)wise

Meridian Wealth Management

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

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