Teach and Retire Rich

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

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

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories. 

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

Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?

A Teachable Moment

“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair 

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories. 

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

Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?

A Teachable Moment

“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair 

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia. 

From PhD to Life 

403(b)wise 

Meridian Wealth Management 

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia. 

From PhD to Life 

403(b)wise 

Meridian Wealth Management 

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm.

Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options.  

Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate. 

Ritholtz Wealth Management Team

A Teachable Moment

Joe Strummer 

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We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm.

Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options.  

Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate. 

Ritholtz Wealth Management Team

A Teachable Moment

Joe Strummer 

Subscribe to the Teach and Retire Rich podcast

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California. 

CalSTRS

403(b)compare