Podcast Episodes
Back to Search403bwise to Get Wiser?
Season 13 Episode 385
Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location.
Learned by Being Burned (sho…Published on 2 months, 1 week ago
Look Back at Legislative Fight to Fix the California K-12 403(b)
Season 13 Episode 384
More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the pro…
Published on 2 months, 2 weeks ago
Equitable Does the Right Thing; Delaware State 403(b) Plan
Season 13 Episode 383
Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss.
Equitable Agent Threatens Teacher (blog) Equitable Agent Threatens Educator (po…Published on 2 months, 3 weeks ago
403(b)/457(b) Basics: How to Get Out of a Bad 403(b)
Season 13 Episode 382
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)? How to Get Out of …Published on 2 months, 4 weeks ago
The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary
Season 13 Episode 381
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) The Wealthy Custo…Published on 3 months ago
Summer Financial Moves + Dan Leases a Car
Season 13 Episode 380
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…
Published on 3 months, 1 week ago
She Had the K-12 403(b) Solution 25 Years Ago
Season 13 Episode 379
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 Ba…
Published on 3 months, 2 weeks ago
The State of Student Loans? Chaos.
Season 13 Episode 378
Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now.
K-12 Planning Public Service Loan Forgiven…Published on 3 months, 3 weeks ago
Tennessee Throws Teachers to the Wolves
Season 13 Episode 377
Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about…
Published on 4 months ago
457(b) Heaven
Season 13 Episode 376
The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Comm…
Published on 4 months, 1 week ago