Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
403(b) Plans That Got Better
Districts are responding to our 403(b) Plan Rating Project. We recently heard from two school districts asking us to upgrade their D-rated plans because of improvements they had made.
School Districts Who Are Improving Their 403(b) Plans Learned by Being Burned Meridian Wealth Management 403bwise.org
New RMD Rules? AIG Name Change & Aspire Change
New RMD rule changes proposed for the 403(b)/457(b); AIG works on its core; Aspire follows Vanguard model.
Track Proposed RMD Change Learned by Being Burned Meridian Wealth Management 403bwise.org
Fiduciary Planner Jon Luskin
Our guest today is a fee-only, advice-only CPF® and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel.
Jon Luskin Jon Luskin Blog Learned by Being Burned Meridian Wealth Management 403bwise.org
Financially Independent Teachers
North Carolina teachers Dave and Brandon help colleagues and students get wise to saving for retirement (updated with correct audio track).
Financial Independent Teachers podcast Learned by Being Burned Meridian Wealth Management 403bwise.org
Teacher Asks for and Gets Great 457(b)
Southern California high school math teacher gets a Fidelity 457(b) added to his vendor list.
Chaffey Joint Union High Learned by Being Burned Meridian Wealth Management 403bwise.org
Teacher/Travel Hacker Turned Fiduciary
One of our favorite guests, teacher/travel hacker Justin Garritt talks about his decision to leave the classroom to become a full-time fiduciary advisor. We also talk travel hacking and carrying a "whole ham" on a flight.
Garritt Financial Solutions Learned by Being Burned Meridian Wealth Management 403bwise.org
Necessary Education for Educators
The message is consistent and clear: teachers need to know what their options are and they need better options to choose from! Dan and Scott educate and advocate with every syllable. They’re friendly, playful, and honest. They interview a variety of guests and keep us up-to-date on the shifting world of saving for retirement as a public servant.
Must-listen for teachers
Dan and Scott do an amazing job of helping teachers wade through predatory companies in the retirement space. Excellent resource. Make sure to check out 403bwise too! Bonus points for being from Pittsburgh :)
This information is invaluable. So happy to have found this podcast because this information was not available 20 years ago when I was starting my retirement account.