Podcast Episodes
Back to SearchHe Makes His Young Kids Listen to Our Pod
Season 13 Episode 395
We had a blast speaking with North Carolina educator/retirement plan advocate, Daniel Noles. Not only is he helping colleagues get wise to saving for retirement, he makes his own kids listen to our p…
Published on 7 hours ago
Stocks and Music Unscripted
Season 13 Episode 394
Jeff Santoro is an educator from New Jersey and Jason Hall is a financial writer and analyst. Together they host the Investing Unscripted podcast. We talk about getting wise to saving, music, and eve…
Published on 1 week ago
Remembering Jonathan Clements
Season 13 Episode 393
We share our recollections of, and interactions with, the former Wall Street Journal columnist, founder of HumbleDollar.com, and friend of 403bwise.
No Regrets Farewell Friends Thank You, Jonathan…Published on 2 weeks ago
Teacher-Author Focused on Improving Educator Financial Outcomes
Season 13 Episode 392
Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Di…
Published on 3 weeks ago
Current State of Student Loans? More Chaos
Season 13 Episode 391
Student loan guru and former teacher, David Gurley, who we have dubbed the "Loan Ranger," returns to update us on the ever-changing world of student loans.
K-12 Planning studentaid.gov Student Loan…Published on 4 weeks ago
Morningstar’s Jeff Ptak
Season 13 Episode 390
The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing.
It's So Simple Substack: Basis Pointing Learned …Published on 1 month ago
How Beautiful is the OBBBA for Educators?
Season 13 Episode 389
The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation.
An OBBBA Summary for 403(b) Plan Participants Lear…Published on 1 month, 1 week ago
When to Take Social Security
Season 13 Episode 388
Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19,…
Published on 1 month, 2 weeks ago
The Wealth Ladder with Nick Maggiulli
Season 13 Episode 387
Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Li…
Published on 1 month, 3 weeks ago
Julius Prezelski Talks Teaching Fin Lit, Coaching, and Retirement
Season 13 Episode 386
Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent retirement.
Long Time Basketball Coach Fin Lit Educator Retires …Published on 2 months ago