Fantastic Mr. Fisch (#359)

Teach and Retire Rich

#Trading #Business #403b #457b #Investing #Teachers #Daniel Otter #Retirement #Lifestyle #Podcasting Education #Saving

6:47

Was she the victim of foul play, an accident, or did she choose to disappear? In this episode of The Vanished, we retrace Diana’s last known movements, strange witness accounts, and the lingering mystery that has never been solved or.. was never meant to be solved.

hace un año 53:14

MP3•Episodio en casa

Fisch Financial
Karl's State Specific Retirement Guides for Educators
LA Wildfire Relief
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®).

303 episodios

Teach and Retire Rich

Fantastic Mr. Fisch (#359)

Teach and Retire Rich

38 subscribers

published hace un año

MP3•Episodio en casa

Fisch Financial
Karl's State Specific Retirement Guides for Educators
LA Wildfire Relief
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®).

303 episodios

#Trading #Business #403b #457b #Investing #Teachers #Daniel Otter #Retirement #Lifestyle #Podcasting Education #Saving

Todos los episodios

Teach and Retire Rich

1
Does This Phishy 403(b) Email Violate FINRA Regulations? (#364) 27:58

hace 5 días27:58

27:58

Teacher gets phishy email from Equitable salesperson. Does it violate FINRA section 2210(d)(1)(A) and (B)? Equitable to Pay $50 Million Penalty What's That Phishy Smell in Your Inbox? 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®).…

Teach and Retire Rich

1
Retiring Before 65: How to Avoid Health Insurance Nightmares (#363) 52:25

hace 12 días52:25

52:25

Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy. Retiring Before 65: How to Avoid Health Insurance Nightmares Choose the Best Medicare Plan Congressional District Interactive Map: How Much Will ACA Premium Payments Rise if Enhanced Subsidies Expire? Financial Freedom for Women Dirty Little Secrets of Medicare "Advantage" 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®).…

Teach and Retire Rich

1
Chris Nye the 403(b) Guy Returns (#362) 41:24

hace 19 días41:24

41:24

We catch up with New Jersey high school business and personal finance teacher Chris Nye, one of the best 403(b) advocates in the country. He talks teaching personal finance, how teachers may have an excellent 403(b) choice already available and don't know it, and pension drama in New Jersey. Fight for Better (our first pod with Chris) Adding a 457(b) is As Easy As 1-2-3 (Chris's second appearance) Bad 403(b) Vendors with Good Choices Using Aspire Non Advisor Option Become a New Jersey Pension Advocate 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®).…

Teach and Retire Rich

1
ERISA at 50 (#361) 54:40

hace 26 días54:40

54:40

Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age. How a 50-year-old law changed retirement and why it needs a facelift Dawn of ERISA Man with a Better Plan - We almost had a simpler retirement system 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®).…

Teach and Retire Rich

1
Social Security Fairness Act (#360) 44:54

hace 5 weeks44:54

44:54

Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for: Those currently collecting Social Security benefits Those new eligible to collect Social Security benefits Those lacking enough credits to qualify for Social Security benefits At the conclusion of the recording of this episode Scott got a call from a family member who he had helped apply for this new benefit who shared the good news that she had just received a Social Security check for more than $9,000. The Social Security Fairness Act: A Holiday Season Miracle Social Security Administration Social Security Fairness Act 403(b) Plans and Social Security Guardians of SS FBG WEP Chart note: Link mentioned in pod mysteriously stopped working the day after recording. A web search for new link is recommended. Opinion: Social Security Fairness Act will be tricky to implement 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®).…

Teach and Retire Rich

1
Fantastic Mr. Fisch (#359) 53:14

hace 6 weeks53:14

53:14

Retired educator is prolific writer of state specific retirement guides for teachers (40 and counting); he's running for a seat on the Colorado PERA Board of Trustees; and he writes engaging and educational retirement planning material that he makes available for free. We discuss all of this and more. Fisch Financial Karl's State Specific Retirement Guides for Educators LA Wildfire Relief 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®).…

Teach and Retire Rich

1
Et tu, Vanguard? (#358) 34:27

hace 7 weeks34:27

34:27

We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts. Vanguard to Pay More than $100 Million Over Target Date Violations US Inflation Calculator 403bwise Vendor Grades LA Wildfire Relief 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®).…

Teach and Retire Rich

1
Banned Brokers Love the 403(b) (#357) 30:13

hace 8 weeks30:13

30:13

Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains. FINRA Broker Check LA Wildfire Relief 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®).…

Teach and Retire Rich

1
Teacher/Fin Lit Coordinator Joins Next Gen Personal Finance (#356) 37:59

hace 9 weeks37:59

37:59

Our guest today, Aaron Standish, is the former Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida who recently joined Next Gen Personal Finance as their Partnership & Adoption Manager for the Southeastern part of the country. ngpf.org NGPF On-Demand Modules The Most Important Class You Never Had 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®).…

Teach and Retire Rich

1
Looking Back, Looking Forward (#355) 53:23

hace 10 weeks53:23

53:23

Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025. 2024 Personal Finance Recap for 403(b) Participants Million Dollar 403(b) Mistake Morgan Housel books & podcasts 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®).…

Teach and Retire Rich

1
Top Teacher Financial Mistakes of 2024 (#354) 1:15:26

hace 11 weeks1:15:26

1:15:26

Former Baltimore teacher-turned fiduciary advisor Justin Garritt discuss the top teacher financial mistakes of 2024 that he sees in his practice. Garritt Financial Solutions Baltimore Banner 403(b) Story Jeff Venables The Student Loan Planner The FIT Position: A Framework for Financial Success Morgan Housel books & podcasts 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®).…

Teach and Retire Rich

1
Supporting Teachers Emotionally and Financially (#353) 41:45

hace 12 weeks41:45

41:45

Mai Nguyen, director of the Department of Social and Emotional Wellness Supports for Buffalo Public Schools, talks supporting the whole child and teacher. She also discusses the 403(b)/457(b) event she held that attracted close to 300 educators. Buffalo Public Schools Department of Social, Emotional, and Wellness Supports Buffalo City Schools 403(b)/457(b) Plan 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®).…

Teach and Retire Rich

1
New and Improved Equi-vest 403(b) Product? (#352) 34:40

hace 13 weeks34:40

34:40

More like: Meet the new boss. Same as the old boss. We review Equitable's new Equi-vest Series 202 403(b) product. Note: We talk Buffalo Bills football and Oregon Duck football for the first six minutes and 25 seconds. Equi-vest Series 202 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®).…

Teach and Retire Rich

1
Breaking Good (#351) 45:19

hace 14 weeks45:19

45:19

Dr. Jeff Venables is a veteran South Carolina Chemistry teacher whose advocacy led his district to add Aspire, Fidelity and Vanguard to their 403(b) lineup. But he's not done there. He's now lobbying state legislators. Jeff's District TL; DR Finanical Literacy for Employees of South Carolina Public Schools Karl Fisch State Books for Educators 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®).…

Teach and Retire Rich

1
Florida Men (#350) 26:17

hace 15 weeks26:17