Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan. Video of Pod Financial Freedom for Women Contact Lucretia Next Gen Personal Finance…
Chris Tobe, MBA, CFA, CAIA, and author of "Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?" joins us to discuss the unholy NEA/Security Benefit alliance. Video of…
We dig into the long-standing (25 years!) unholy alliance between the NEA and the financial firm Security Benefit. It's a relationship that we believe hurts teachers. Dan also talks about meeting…
Our guest today recently passed the 7-hour, 170-question CFP exam. Additionally, he runs a fin lit website that helps educators teach personal finance and he also operates a robust personal finance…
We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. Video of Podcast 403bwise.org 457bwiser.org Learned by Being Burned (short pod…
Scott tackles questions on: withdrawing money from a 403(b) plan at age 59 1/2; quality of Lincoln National Life Group and Plan Member Services 403(b) offerings; time it takes for a 403(b) rollover to…
We speak with two late-start savers who are now either retired or soon to be retired. One never made more than $100,000 a year and one is an emergency room doctor. Catching Up to FI F.I.R.E. for…
Lincoln Investment's RetirementSolutions Participant Directed Account has long been the only low-cost 403(b) option for teachers, especially in New Jersey. All of that is going away. Pittsburgh…
A Riverside, California teacher was interested in learning about a 403(b). He met with a NLG sales agent via Zoom. Suddenly forms were filled out and electronically signed. Video of episode Riverside…
We all like individualism but individual 403(b) contracts make it difficult for school districts to reform their 403(b) plan. There is a solution. Recipe for Going Single Vendor (Learned by Being…
