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Læs mere Teach and Retire Rich
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
Oops Vanguard Did It Again (#404)
Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term. * April 2025 Admin Fee Increase [https://fischfinancial.org/2025/01/24/vanguard-increasing-403b-administrative-fee-to-80-a-year/] * Et tu, Vanguard pod? [https://teachandretirerich.libsyn.com/et-tu-vanguard-358] * 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®).
It's Becoming a Ritual (#403)
Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance. * Ritual Finance [https://www.instagram.com/ritual_finance/] * Instagram Bio [https://ritualfinance.myflodesk.com/?fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGnUoAnsysBrk2HWCnFgNxV3D-xeOpm5oFZ4Q60z9kguxqr7Agm1sQcFRjSoI0_aem_Hrqnr6BTDsWyVGjZsAFeCw&utm_content=link_in_bio&utm_medium=social&utm_source=ig] * 2023 Interview [https://teachandretirerich.libsyn.com/she-does-the-math-posts-her-work-293] * Free Retirement Guide [https://ritualfinance.myflodesk.com/?fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGnInnfb5p9wCjafP80WfsFNaO2eedY8sL7B57gsYPeY5Y0l_StPrmsSqUr2-8_aem_CQ0ElFhiLhjTkE60vLat5Q&utm_content=link_in_bio&utm_medium=social&utm_source=ig] * Money Guide for CalSTRS Members [https://ritualfinance.myflodesk.com/moneyguide] * 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®).
Markets Are Frothy and Concentrated. Time to Diversify? (#402)
The market is largely being driven by a handful of Artificial Intelligence-focused companies. Is it time to diversify? * Should You Buy at All-Time Highs? [https://ofdollarsanddata.com/should-you-buy-at-all-time-highs/] * Global Diversification Is Still Working [https://seekingalpha.com/article/4745728-global-diversification-still-working] * University of Missouri Risk Tolerance Assessment [https://missouri.qualtrics.com/jfe/form/SV_e5O9zdPbe1NDMWh] * Financial Visualization of Markets [https://finviz.com/map.ashx] (finviz.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®).
Catch-up (Contributions) If You Can (#401)
Age-50 contributions are changing in 2026. Here's what you need to know. * Treasury, IRS Issue Final Regulations on New Roth Catch-Up Rule [https://www.irs.gov/newsroom/treasury-irs-issue-final-regulations-on-new-roth-catch-up-rule-other-secure-2point0-act-provisions] * Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know [https://www.kiplinger.com/retirement/retirement-plans/catch-up-contributions-for-higher-earners-in-457b-plans] (Kiplingers) * 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®).
More Dirty Little Secrets of Medicare "Advantage" (#400)
Lucretia Ryan of Financial Freedom for Women shares the tricks and traps of Medicare "Advantage" in this recorded 403bwise Event. * Financial Freedom for Women [https://www.financialfreedomforwomen.org/] * Presentation Slides [https://403bwise.org/pdf/Medicare-Advantage-Final.pdf] * Video of Presentation [https://www.youtube.com/watch?v=_8DtOUsJHZ4] * 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®).
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