Teach and Retire Rich

Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss.  * Equitable Agent Threatens Teacher (blog) [https://403bwise.org/blog/entry/blog-equitable-threatens-teacher] * Equitable Agent Threatens Educator (pod) [https://teachandretirerich.libsyn.com/equitable-threatens-educator-368] * Truth About SIOs (pod) [https://teachandretirerich.libsyn.com/how-free-is-free-279] * 403bwise Facebook Group [https://www.facebook.com/groups/403bwise] * 403(b) & 457(b) Basics: How to start a 403(b) (pod) [https://teachandretirerich.libsyn.com/403b-basics-how-to-start-a-403b] * 403(b) & 457(b) Basics: Asset Allocation (pod) [https://teachandretirerich.libsyn.com/403b457b-basics-asset-allocation-371] Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible.  * Stuck in a Bad 403(b)? [https://403bwise.org/education/bad-403b] * How to Get Out of Equitable/AXA [https://403bwise.org/blog/entry/blog-guest-post-axa] * Bad 403(b) Vendors w/Good Choices [https://403bwise.org/education/bad-vendor-good-choices] * 403bwise Facebook Group [https://www.facebook.com/groups/403bwise] * 403(b) & 457(b) Basics: How to start a 403(b) (pod) [https://teachandretirerich.libsyn.com/403b-basics-how-to-start-a-403b] * 403(b) & 457(b) Basics: Asset Allocation (pod) [https://teachandretirerich.libsyn.com/403b457b-basics-asset-allocation-371] Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.   * The Wealthy Custodian (pod) [https://teachandretirerich.libsyn.com/the-wealthy-custodian-74] * The Wealthy Custodian in Retirement (pod) [https://teachandretirerich.libsyn.com/the-wealthy-custodian-in-retirement-343] * Questions to Ask a Professional Fiduciary [https://fiduciary.ca.gov/forms_pubs/hire_fiduciary.pdf]  * Learned by Being Burned [https://403bwise.org/burned] (short pod series about K-12 403(b) issues) * 403bwise.org [https://403bwise.org/] * Meridian Wealth Management [https://www.meridianwealth.com/team-member-01/scott-dauenhauer] Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease.  * State of Student Loans? Chaos (pod) [https://teachandretirerich.libsyn.com/the-state-of-student-loans-chaos-378] * The Importance of Asset Allocation [https://403bwise.org/blog/entry/guest-blog-asset-allocation-3.1.22]  * Tripit [https://www.tripit.com/] * Learned by Being Burned [https://403bwise.org/burned] (short pod series about K-12 403(b) issues) * 403bwise.org [https://403bwise.org/] * Meridian Wealth Management [https://www.meridianwealth.com/team-member-01/scott-dauenhauer] Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be).  * Barbara Healy [https://www.linkedin.com/in/barbarahealycfp/] * EGTRRA [https://www.investopedia.com/terms/e/egtrra.asp] * Industry Lobbyist Brian Graff Describes How Many Vendors His Retirement Plan Has (1:03 mark) [https://www.youtube.com/watch?v=gMl7oIGQY5U] * Learned by Being Burned [https://403bwise.org/burned] (short pod series about K-12 403(b) issues) * 403bwise.org [https://403bwise.org/] * Meridian Wealth Management [https://www.meridianwealth.com/team-member-01/scott-dauenhauer] Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).