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Episode 7: Teacher Joe Minnuto Returns
Dan follows up with 6th grade teacher Joe Minnuto about the bad 403(b) choices available to him and his wife, who is also a teacher. Dan and Joe also talk Buffalo sports including “Wide Right” and “N…
Published on 10 years, 1 month ago
Episode 6: Teacher Joe Minnuto and his bad 403(b) choices
Dan and Scott try to help 6th grade teacher Joe Minnuto with his bad 403(b) choices. Topics covered include: 90-24 outside-of-plan exchange, 403(b) vs. a Roth IRA, Third Party Administrators (TPAs), …
Published on 10 years, 2 months ago
Episode 5: Dealing with a bad 403(b) plan
Dan and Scott offer advice on what to do if stuck with bad 403(b) choices. Topics covered include: How to know if you have a bad 403(b); Steps to take to get a better plan; and Foregoing a 403(b) for…
Published on 10 years, 2 months ago
Episode 4: The 403(b) Plan (part 2)
Dan and Scott continue their discussion on the much misunderstood 403(b). Topics covered include: pre-tax 403(b) contributions; post-tax Roth 403(b) contributions; options for a 403(b) when leaving a…
Published on 10 years, 3 months ago
Episode 3: The 403(b) Plan (part 1)
Dan and Scott discuss the much misunderstood 403(b) retirement plan. Questions addressed include: What is it? How does it work? How can it be invested? How much can be contributed? When can it be acc…
Published on 10 years, 3 months ago
Episode 2: Teacher Pensions
Dan and Scott discuss how teacher pension plans work. Dan describes how in 2001 when he left the state of California he rolled over his CalSTRS pension into a Vanguard Rollover IRA. Scott is not sure…
Published on 10 years, 3 months ago
Episode 1: Introduction
Dan and Scott describe how they got into teacher retirement plan advocacy. They also lay out their vision for the Teach and Retire Rich Podcast.
Beer
Dan drinks a Red Ryeot from La Cumbre Brewing Com…
Published on 10 years, 3 months ago