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Episode | Date |
---|---|
Weatherman Talks 403(b)s, Investing, and Forecasting (#339)
|
Sep 13, 2024 |
Oops Equitable Might Be In Trouble Again (#338)
|
Sep 06, 2024 |
How to Money pt. 2 (#337)
|
Aug 30, 2024 |
How to Money pt. 1 (#336)
|
Aug 23, 2024 |
Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)
|
Aug 16, 2024 |
The Market Is Down and Up and So Is Dan (#334)
|
Aug 09, 2024 |
Financial Mistakes. Dan Has Made a Few. (#333)
|
Aug 02, 2024 |
Learned by Being Burned: Someone Walked Into My Room (#332)
|
Jul 26, 2024 |
NTSA Country Club Awards (#331)
|
Jul 19, 2024 |
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)
|
Jul 12, 2024 |
403(b)ill of Rights Refreshed (#329)
|
Jul 05, 2024 |
Empowering Women; Warning About Dangers of Medicare Advantage (#328)
|
Jun 28, 2024 |
Unlocking Teacher Savings Superpowers (# 327)
|
Jun 21, 2024 |
Anne Tergesen of The Wall Street Journal (#326)
|
Jun 14, 2024 |
Retired Teacher Pays it Forward (#325)
|
Jun 07, 2024 |
The Brave Legislator Who Took On K-12 403(b) Reform (#324)
|
May 31, 2024 |
Curious About Becoming a Fiduciary Advisor? (#323)
|
May 24, 2024 |
NTSA 403(b) "Research" Easily Debunked (#322)
|
May 17, 2024 |
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
|
May 10, 2024 |
Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
|
May 03, 2024 |
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
|
May 03, 2024 |
Love and Marriage (and Money and More!) #319
|
Apr 26, 2024 |
Is 403bwise Anti-Union? (#318)
|
Apr 19, 2024 |
Middle School Math Teacher on a Fin Lit Mission (#317)
|
Apr 12, 2024 |
Dan and Scott Speak to Teacher Educators (#316)
|
Apr 05, 2024 |
10 Questions Posted on the 403bwise Facebook Group (#315)
|
Mar 29, 2024 |
Veteran Teacher. Future CFP® (#314)
|
Mar 22, 2024 |
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
|
Mar 15, 2024 |
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
|
Mar 08, 2024 |
Helping Colleagues Get Wise to Saving (#311)
|
Mar 01, 2024 |
Climbing Mountains. Fighting Fires. (#310)
|
Feb 23, 2024 |
Jonathan Clements (#309)
|
Feb 16, 2024 |
Liz Weston: Personal Finance Legend Retires (#308)
|
Feb 09, 2024 |
F.I.R.E.d Teacher Earns CFP® (#307)
|
Feb 02, 2024 |
Financial Hardship to Financial Stability (#306)
|
Jan 26, 2024 |
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)
|
Jan 19, 2024 |
Shady Bid"ness"? (#304)
|
Jan 10, 2024 |
2024 Changes Affecting 403(b) Participants (#303)
|
Jan 05, 2024 |
PA Teacher Helps Colleagues Get Wise to Saving (#302)
|
Dec 29, 2023 |
NEA Allows Private Equity To Prey On Educators (#301)
|
Dec 22, 2023 |
Teaching Fin Lit to Teachers (#300)
|
Dec 15, 2023 |
Helping Teachers & Students Get Financial F.I.T. (#299)
|
Dec 08, 2023 |
Massachusetts Teacher/Union President (#298)
|
Dec 01, 2023 |
Talking Money with Cullen Roche (pt. 2) (#297)
|
Nov 24, 2023 |
Talking Money with Cullen Roche (pt. 1) (#296)
|
Nov 17, 2023 |
How NOT to Do Single Vendor (#295)
|
Nov 10, 2023 |
Master of Estate and Retirement Planning (#294)
|
Nov 03, 2023 |
She Does the Math & Posts Her Work (#293)
|
Oct 27, 2023 |
10 Key Student Loan Questions (#292)
|
Oct 20, 2023 |
TIPS: Treasury Inflation-Protected Securities (#291)
|
Oct 13, 2023 |
403bwise Milestone + Bad New Jersey District (#290)
|
Oct 06, 2023 |
Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School (#289)
|
Sep 29, 2023 |
The Real Cost of K-12 403(b) Enrollment (#288)
|
Sep 22, 2023 |
403bwise Wins Innovator Award (#287)
|
Sep 15, 2023 |
Full Time Financial Coach (#286)
|
Sep 08, 2023 |
Personal Finance Legend Scott Burns (pt. 2) (#285)
|
Sep 01, 2023 |
Personal Finance Legend Scott Burns (pt. 1) (#284)
|
Aug 25, 2023 |
Fraud Pod (#283)
|
Aug 18, 2023 |
The K-12 403(b) is Bad. But Have You Heard About Private Equity? (#282)
|
Aug 11, 2023 |
How Free is Free? (#281)
|
Aug 04, 2023 |
Teaching Couple Axe Equitable (#280)
|
Jul 28, 2023 |
Clear the Student Loans! (#279)
|
Jul 21, 2023 |
The Fin Lit Doctor Is In (#278)
|
Jul 14, 2023 |
Teacher Goes Deep on 403(b) Fee Impact (#277)
|
Jul 07, 2023 |
Teacher to Fin Lit YouTube Force pt. 2 (#276)
|
Jun 30, 2023 |
Teacher to Fin Lit YouTube Force pt. 1 (#275)
|
Jun 23, 2023 |
Power of Automatic Enrollment (#274)
|
Jun 16, 2023 |
Protecting Investors (#273)
|
Jun 09, 2023 |
5-Minute Case for Single Vendor
|
Jun 03, 2023 |
Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)
|
Jun 02, 2023 |
Teacher Gets Fidelity & Vanguard Added to Vendor List (#271)
|
May 26, 2023 |
Orchestrating 403(b) Advocacy (#270)
|
May 19, 2023 |
Investment Committees Can Make or Break DC Plans (#269)
|
May 12, 2023 |
NTSA Working to Wreck K-12 457(b) Plans (#268)
|
May 05, 2023 |
Accessing 403(b) Money (#267)
|
Apr 28, 2023 |
Vanguard Advisor Services (#266)
|
Apr 21, 2023 |
Adulting 101: Insurance (#265)
|
Apr 14, 2023 |
10 Taylor Swift Songs About the 403(b) (#264)
|
Apr 07, 2023 |
California Proposes Annuity and 403(b) Protections (#263)
|
Mar 31, 2023 |
Man with the (Better Retirement) Plan (#262)
|
Mar 24, 2023 |
Lessons from Silicon Valley Bank Collapse (#261)
|
Mar 17, 2023 |
3 Ways NTSA Works Against Teachers (#260)
|
Mar 10, 2023 |
California Teacher Author (#259)
|
Mar 03, 2023 |
Travel Freely (#258)
|
Feb 24, 2023 |
$8 Million and Counting (#257)
|
Feb 17, 2023 |
Did Bush Administration Get DC Plans Right? (#256)
|
Feb 10, 2023 |
SECURE Act 3.0 (#255)
|
Feb 03, 2023 |
2023 Money Moves (#254)
|
Jan 27, 2023 |
SECURE Act 2.0 (pt. 2) (#253)
|
Jan 20, 2023 |
SECURE Act 2.0 (pt. 1) (#252)
|
Jan 13, 2023 |
Journey to a Million (#251)
|
Jan 06, 2023 |
Top 5 403(b) Stories of 2022 (#250)
|
Dec 30, 2022 |
Cullen Roche on All Duration Investing (#249)
|
Dec 23, 2022 |
Cullen Roche on Markets and More (#248)
|
Dec 16, 2022 |
Small School 403(b) Solution? (#247)
|
Dec 09, 2022 |
Good 403(b) Bye Bye? (#246)
|
Dec 02, 2022 |
Phishing on Black Friday (#245)
|
Nov 25, 2022 |
Principal Improves District 403(b) and 457(b) Plans (#244)
|
Nov 18, 2022 |
Equity Wash & Market Value Adjustments (#243)
|
Nov 11, 2022 |
Rising Interest Rates (#242)
|
Nov 04, 2022 |
Teach Toward Retirement Summit (#241)
|
Oct 28, 2022 |
B is for Broward (#240)
|
Oct 21, 2022 |
Bonds (#239)
|
Oct 14, 2022 |
Good Union; Bad New Jersey; Crazy Markets (#238)
|
Oct 07, 2022 |
Kentucky Deferred Comp is on Your Side (#237)
|
Sep 30, 2022 |
403(b) Plans That Got Better (#236)
|
Sep 23, 2022 |
New RMD Rules? AIG Name Change & Aspire Change (#235)
|
Sep 16, 2022 |
Fiduciary Planner Jon Luskin (#234)
|
Sep 09, 2022 |
Financially Independent Teachers (#233)
|
Sep 02, 2022 |
Teacher Asks for and Gets Great 457(b) (#232)
|
Aug 26, 2022 |
Teacher/Travel Hacker Turned Fiduciary (#231)
|
Aug 19, 2022 |
The Right Kind of Financial Advice (#230)
|
Aug 12, 2022 |
Equitable SEC Settlement (#229)
|
Aug 05, 2022 |
PSLF Waiver Event (#228)
|
Jul 29, 2022 |
401(k) for Teachers? (#227)
|
Jul 22, 2022 |
New Jersey's Bad 403(b) Bill (#226)
|
Jul 15, 2022 |
LAUSD Educator on F.I.R.E. (#225)
|
Jul 08, 2022 |
High-Cost Firm Releases "Study" That Supports Its Model (#224)
|
Jul 01, 2022 |
Do As We Say Not As We Do: Equitable & NLG 401(k) Plans (#223)
|
Jun 24, 2022 |
AXA/Equitable Insider pt. 2 (#222)
|
Jun 17, 2022 |
AXA/Equitable Insider pt. 1 (#221)
|
Jun 10, 2022 |
Executive Function Expert (#220)
|
Jun 03, 2022 |
PSLF Waiver (#219)
|
May 27, 2022 |
Taxable ETF > Pre-Tax 403(b)? (#218)
|
May 20, 2022 |
Super Superintendent (#217)
|
May 13, 2022 |
The Market is Down. But You Shouldn't Be. (#216)
|
May 06, 2022 |
iBond Mania (#215)
|
Apr 29, 2022 |
Stars of Learned by Being Burned (#214)
|
Apr 22, 2022 |
Arizona Fin Lit Teacher (#213)
|
Apr 15, 2022 |
Secure Act 2.0 (#212)
|
Apr 08, 2022 |
Two Things (#211)
|
Apr 01, 2022 |
Honor Roll (#210)
|
Mar 25, 2022 |
Christine Benz (#209)
|
Mar 18, 2022 |
50 Million More Reasons to Hate AXA/Equitable (#208)
|
Mar 11, 2022 |
Someone Walked Into My Room
|
Mar 10, 2022 |
Burning to Share (#207)
|
Mar 04, 2022 |
5 Myths About the 403(b) (#206)
|
Feb 25, 2022 |
Andrew Hallam Bonus Episode (#205)
|
Feb 19, 2022 |
Balance: How to Invest and Spend for Happiness, Health and Wealth (#204)
|
Feb 18, 2022 |
5 Savings Steps Teachers Need to Take (#203)
|
Feb 11, 2022 |
How California K-14 403(b) Plans Can go Single Vendor (#202)
|
Feb 03, 2022 |
North Carolina to Shutter Its 403(b) (#201)
|
Jan 28, 2022 |
Serving the Military Community (#200)
|
Jan 21, 2022 |
Award Winning Single Vendor 403(b) Plan (#199)
|
Jan 14, 2022 |
Teacher of the Deaf and Hard of Hearing (#198)
|
Jan 07, 2022 |
2021 Openings (#197)
|
Dec 30, 2021 |
Top 3 403(b) Stories of 2021 (#196)
|
Dec 24, 2021 |
How Small School Districts Can Offer a Great 403(b) (#195)
|
Dec 17, 2021 |
Green Light for Single Vendor 403(b) Plans in California? (#194)
|
Dec 10, 2021 |
Chicago Public Schools Goes Single Vendor (#193)
|
Dec 03, 2021 |
Feeling Thankful (#192)
|
Nov 26, 2021 |
Community College Super Advocate (#191)
|
Nov 19, 2021 |
Did AIG Just Get Single-Vendor Religion? (#190)
|
Nov 12, 2021 |
Non-Profit Helping Non-Profits (#189)
|
Nov 05, 2021 |
Cullen Roche's Big Announcement (#187)
|
Oct 22, 2021 |
403(b) Plan Rating Project (#186)
|
Oct 15, 2021 |
California Teacher to Iowa Farmer (#185)
|
Oct 08, 2021 |
Arrested Development (#184)
|
Oct 01, 2021 |
Fin Lit Royalty (#183)
|
Sep 24, 2021 |
Money Editor (#182)
|
Sep 17, 2021 |
The Wealthy Educator (#181)
|
Sep 10, 2021 |
Social Security Expert (#180)
|
Sep 03, 2021 |
Iowa IPERS Experts (#179)
|
Aug 27, 2021 |
Catching Up with the Sweeneys (#178)
|
Aug 20, 2021 |
Principal with Teacher First Principles (#177)
|
Aug 13, 2021 |
Dear New Teachers (#176)
|
Aug 06, 2021 |
Illinois TRS Experts (#175)
|
Jul 30, 2021 |
Saving for College & Other Kid Expenses (#174)
|
Jul 23, 2021 |
Paying for College with Ron Lieber (#173)
|
Jul 16, 2021 |
Teacher/Financial Coach (#172)
|
Jul 09, 2021 |
GPO & WEP Impact (#171)
|
Jul 02, 2021 |
Maslow Before Bloom (#170)
|
Jun 25, 2021 |
Child Tax Credit (#169)
|
Jun 18, 2021 |
SECURE Act (#168)
|
Jun 11, 2021 |
Aspire Financial Services (#167)
|
Jun 04, 2021 |
Vanguard Alums Form RIA (#166)
|
May 27, 2021 |
Bill Bernstein (#165)
|
May 21, 2021 |
Michelle Singletary (#164)
|
May 14, 2021 |
Investing vs. Speculation (#163)
|
May 07, 2021 |
How to Get Out of a Bad 403(b) Plan (#162)
|
Apr 30, 2021 |
4 Who Retired (#161)
|
Apr 23, 2021 |
D-I-V-O-R-C-E (#160)
|
Apr 16, 2021 |
Power of State Based 403(b) & 457(b) Plans (#159)
|
Apr 09, 2021 |
Colorado PERA Expert (#158)
|
Apr 01, 2021 |
Happy Travel Hacker (#157)
|
Mar 26, 2021 |
The Wealthy Custodian Retires Pt. 2 (#156)
|
Mar 19, 2021 |
The Wealthy Custodian Retires Pt. 1 (#155)
|
Mar 12, 2021 |
Women & Personal Finance (#154)
|
Mar 05, 2021 |
Too Many 403(b) Vendors (#153)
|
Feb 25, 2021 |
Educating Pre-Service Teachers About the 403(b) (#152)
|
Feb 19, 2021 |
AXA/Equitable Bermuda Triangle (#151)
|
Feb 12, 2021 |
Early F.I.R.E. (#150)
|
Feb 05, 2021 |
The Excellent Ohio 457(b) Plan (#149)
|
Jan 29, 2021 |
Cooperation & Collaboration (#148)
|
Jan 22, 2021 |
Teachers Who Got Better Investment Choices (#147)
|
Jan 14, 2021 |
Fire in the Belly (#146)
|
Jan 08, 2021 |
Saying No to No (#145)
|
Dec 31, 2020 |
ESG Investing (pt. 2) (#144)
|
Dec 24, 2020 |
ESG Investing (pt. 1) (#143)
|
Dec 18, 2020 |
Helping Colleagues Get Wise (#142)
|
Dec 11, 2020 |
Mail Bag (pt. 2) (#141)
|
Dec 04, 2020 |
Mail Bag (pt. 1) (#140)
|
Nov 27, 2020 |
Model Teaching (#139)
|
Nov 20, 2020 |
Teachers Can Be Financially Fit (#138)
|
Nov 13, 2020 |
Teaching Pre-Service Teachers About the 403(b) (#137)
|
Nov 06, 2020 |
Adding a 457(b) Easy as 123 (#136)
|
Oct 30, 2020 |
Roth Conversion and Backdoor Roth Contribution (#135)
|
Oct 22, 2020 |
The Roth IRA (#134)
|
Oct 16, 2020 |
Directing Financial Literacy (#133)
|
Oct 09, 2020 |
FinLit Fanatic (#132)
|
Oct 02, 2020 |
403(b) Lemon Challenge (#131)
|
Sep 25, 2020 |
Millennial Educator (#130)
|
Sep 18, 2020 |
Got Vanguard? How About Aspire? You might. (#129)
|
Sep 11, 2020 |
Single Vendor Focus (#128)
|
Sep 04, 2020 |
Getting Out of a Bad 403(b) Annuity (#127)
|
Aug 28, 2020 |
Penny Pinching Pathologist (#126)
|
Aug 21, 2020 |
What's That Phishy Smell in Your Inbox? (#125)
|
Aug 14, 2020 |
AIG/Valic SEC Settlement (#124)
|
Aug 07, 2020 |
Choir Teacher + Author on F.I.R.E. (#123)
|
Jul 31, 2020 |
Our Teachers Need an Oxygen Mask (#122)
|
Jul 24, 2020 |
Teacher + 403bwise Super Advocate Greg Ford (#121)
|
Jul 17, 2020 |
Our Money Stories with Eugenie´ George (#120)
|
Jul 10, 2020 |
403(b)ill of Rights (#119)
|
Jul 03, 2020 |
Estate Planning Simplified (#118)
|
Jun 26, 2020 |
CITs in the 403(b)? (#117)
|
Jun 19, 2020 |
The Budget Teacher (#116)
|
Jun 12, 2020 |
WEA Member Benefits (#115)
|
Jun 05, 2020 |
Aspire to Be in the 403(b) Vanguard (#114)
|
May 29, 2020 |
403(b) Trojan Horses (#113)
|
May 22, 2020 |
Pension Maximization (#112)
|
May 15, 2020 |
Teachers Are Getting Schooled (#111)
|
May 08, 2020 |
Working with Clients During a Pandemic (#110)
|
May 01, 2020 |
Crisis Mandates 403(b) Fix (#109)
|
Apr 24, 2020 |
403(b) Escape Hatch (#108)
|
Apr 17, 2020 |
Student Loans and the CARES Act (#107)
|
Apr 09, 2020 |
CARES Act Information for Teachers (#106)
|
Apr 03, 2020 |
Teachers React to Market (#105)
|
Mar 27, 2020 |
Market Volatility Questions (#104)
|
Mar 20, 2020 |
Calming Nerves (#103)
|
Mar 13, 2020 |
Equity-Indexed Annuities (#102)
|
Mar 06, 2020 |
Head for the Hills! (#101)
|
Feb 28, 2020 |
Keeping it 100! (#100)
|
Feb 21, 2020 |
The Roth IRA (#99)
|
Feb 14, 2020 |
Happy Saver (#98)
|
Feb 07, 2020 |
2020 Wise Money Moves (#97)
|
Jan 31, 2020 |
403bwise Radio (#96)
|
Jan 29, 2020 |
Banned and Videoed (#95)
|
Jan 24, 2020 |
457(b) > 403(b)? (#94)
|
Jan 17, 2020 |
Teacher Rob FI-elan (#93)
|
Jan 10, 2020 |
Fight for Better! (#92)
|
Jan 03, 2020 |
Year End Mail Bag (#91)
|
Dec 27, 2019 |
The Wall Street Journal Takes on Unions (#90)
|
Dec 19, 2019 |
The Doctor (and Planner) Is In - Part 2 (#89)
|
Dec 13, 2019 |
The Doctor (and Planner) Is In - Part 1 (#88)
|
Nov 23, 2019 |
What a Fiduciary Advisor Can Do for Teachers - Part 2 (#87)
|
Nov 15, 2019 |
What a Fiduciary Advisor Can Do for Teachers - Part 1 (#86)
|
Nov 15, 2019 |
Let's Go (to) Buffalo! (#85)
|
Nov 08, 2019 |
What a Week (#84)
|
Oct 31, 2019 |
Ugly Model (#83)
|
Oct 23, 2019 |
You Down With S.E.C.? You Know Me (#82)
|
Oct 19, 2019 |
Big Thinker (#81)
|
Oct 11, 2019 |
Spreading Financial Wisdom (#79)
|
Sep 27, 2019 |
Accessing Your 403(b) (#78)
|
Sep 13, 2019 |
Football Coach Scores with 403(b) (#77)
|
Sep 06, 2019 |
Teacher Turned Advocate Turned Advisor (#76)
|
Aug 30, 2019 |
The Fish is Still Smelly in the Teachers' Lounge (#75)
|
Aug 23, 2019 |
The Wealthy Custodian (#74)
|
Aug 16, 2019 |
Uneasy Feeling About Her 403(b) (#73)
|
Aug 07, 2019 |
Massachusetts Teacher (#72)
|
Aug 01, 2019 |
BIG News (#71)
|
Jul 24, 2019 |
Bachety is Back (#70)
|
Jul 18, 2019 |
Teacher + 403(b) Advocate (#69)
|
Jul 05, 2019 |
Pittsburgh Teacher (#68)
|
Jun 22, 2019 |
Planner Breanna Reish (#67)
|
Jun 13, 2019 |
AXA 403(b) Trickery? (#66)
|
Jun 04, 2019 |
UTLA Talk (#65)
|
May 11, 2019 |
Planner Mychal Eagleson (#64)
|
Feb 17, 2019 |
The 457(b) Plan (#63)
|
Jan 14, 2019 |
GoldenMinus (#62)
|
Nov 12, 2018 |
Fighting Conflict of Interest (#61)
|
Sep 04, 2018 |
Stuck in AXA (#60)
|
Jul 29, 2018 |
Fee-Only Planner (#59)
|
Apr 29, 2018 |
Teacher Turned Planner (#58)
|
Mar 27, 2018 |
A Fiduciary Directory (#57)
|
Mar 07, 2018 |
The Market is Down (and so is Scott) (#56)
|
Feb 11, 2018 |
Episode #55: A Crash is Coming (or Maybe Not)
|
Jan 07, 2018 |
Episode #54: TIAA Troubles
|
Dec 04, 2017 |
Episode #53: Custodian Cleans Up His 403(b)
|
Nov 10, 2017 |
Episode #52: 403bcompare.com
|
Oct 01, 2017 |
Episode #51: Vanguard 403(b) Changes
|
Sep 03, 2017 |
Episode #50: The Monk Who Wants to Fix the 403(b)
|
Aug 07, 2017 |
Episode #49: Music Teacher Escapes AXA
|
Jun 18, 2017 |
Episode #48: Consolidating Retirement Plans
|
May 01, 2017 |
Episode #47: A Couple Gets Out of Debt
|
Apr 09, 2017 |
Episode #46: Professor Financial Literacy
|
Mar 28, 2017 |
Episode #45: Fighting to Save the Fiduciary Rule
|
Mar 13, 2017 |
Episode #44: New NY Times 403(b) Article
|
Mar 04, 2017 |
Episode #43: Two Educators Get Wise
|
Feb 19, 2017 |
Episode #42: The Millionaire Educator's Big Life Move
|
Jan 28, 2017 |
Episode #41: A 23-Year-Old Student Teacher Talks Savings
|
Dec 18, 2016 |