Audio recording of our September 25, 2024 event with Lucretia Ryan about the dangers of choosing Medicare Advantage. It is recommended that you click link (below) to visual accompanying Lucretia's presentation before listening to audio. 

• Visual Resource to Accompany Lucretia's Presentation 
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story. 

• Are Educator Retirement Plans Getting Hijacked by Compliance Administrators?
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Former custodian Jeff York talks retirement and the joy it has brought him. He also talks finances — including a bold approach to homeowners insurance — and a little fishing.

• 2019 Podcast with Jeff
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Jesse Cramer went from designing satellite telescopes to financial planning. The host of The Best Interest Podcast talks career transition, Rochester, N.Y., and financial planning. 

• Best Interest Podcast
• Best Interest Blog
• How Much Life Insurance Do You Need
• Equitable SEC Settlement
• Our Pod on the SEC/Equitable Settlement

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Pennsylvania advisor Gibson McCracken talks about his time at Equitable and how he's serving educators now. 

• Flick Financial
• The Teacher Tribune
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Scott and Dan have a heart-to-heart about new 403bwise.org tools to help pre-service teachers get wise to the 403(b) and teacher retirement plans. 

• On-Demand Learning Module for Pre-Service Teachers
• YouTube video for Pre-Service Teachers
• Blog Post: Inoculating Pre-Service Teachers From 403(b) Sales Sharks
• Equitable SEC Settlement
• Our Pod on the SEC/Equitable Settlement
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Award-winning meteorologist and fin lit fan Greg Dee of ABC Action News in Tampa, FL talks investing, forecasting, and a day in the life of a weatherman.

• Greg Dee, ABC Action News Tampa, FL
• Award for Broadcast Meteorology (for life saving work)
• Equitable SEC Settlement
• Our Pod on the SEC/Equitable Settlement
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities. 

• Case Summary
• Contact Law Firm
• Equitable SEC Settlement
• Our Pod on the SEC/Equitable Settlement
• Bills Fan Wins Fanatics Fest Costume Contest and Tickets to Every Major Domestic Sports Championship
• Our Pod with Bills fan Sarah Petersen
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Part two of our inteview with Joel Larsgaard and Matt Altmix of the How to Money website and podcast.

• How to Money
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Popular podcast hosts and best friends Joel Larsgaard and Matt Altmix of the How to Money website and podcast, talk friendship, podcasting, and money (pt. 1).  

• How to Money
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org