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Episode #43 Two Educator Get Wise (released 2/19/17)

Links

Saving for College
403(b)wise
Teach and Retire Rich
Moreland & Arbuckle

Description

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college.

Beer

Christina drinks a Misty Mountain IPA by Back East Brewery of Bloomfield, CT. Matt drinks a Hurricane Kitty by Keegan Ales of Kingston, NY. Scott drinks a Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA. Dan drinks a Double White by Marble Brewery of Albquerque, NM.
Episode #42 The Millionaire Educator's Big Life Move (released 1/27/17)

Links

Millionare Educator
403(b)wise
Teach and Retire Rich
Moreland & Arbuckle

Description

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing.

Beer

Ed drinks a Redd's Wicked Red Cherry Hard Ale. Both Scott and Dan drink a beer from Hangar 24 Brewery of Redlands, California. Scott chose an Orange Wheat while Dan consumed a Betty IPA.
Episode #41 A 23-Year-Old Student Teacher Talks Savings (released 12/18/16)

Links

403(b)wise
Teach and Retire Rich
Moreland & Arbuckle

Description

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be married and she is about to enter the classroom full time. What should she know about saving for retirement?

Beer

No beer was consumed during this episode.
Episode #40 Mellody Hobson of Ariel Investments (released 11/26/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Ariel Investments
TED Talk: Color blind or color brave?
Vanity Fair interview with Mellody
Ariel Community Academy
Moreland & Arbuckle

Description

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #39 Live at FinCon16 (released 11/13/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
What is a 457(b)?
LAUSD's 457(b) Plan
Steve Schullo
Moreland & Arbuckle

Description

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #38 The New York Times Drops the Hammer on the Public 403(b) (released 10/27/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
A Teachable Moment
Think Your Retirement Plan Is Bad? Talk to a Teacher
An Annuity for the Teacher — and the Broker
The Fox, the Wolf, and the Sheep
Moreland & Arbuckle

Description

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #37: From PhD to Life (released 10/13/16)

Links

From PhD to Life
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #36: Dina and Tony Isola (released 9/18/16)

Links

Ritholtz Wealth Management Team
A Teachable Moment
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm. Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options. Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #35: Ed Derman, CalSTRS (released 8/28/16)

Links

403(b) Compare
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California.

Beer

No beer was consumed during this episode. We can't speak to what happened afterwards though.
Episode #34: Higher Ed Retirement Plan Lawsuits (released 8/11/16)

Links

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and Vanderbilt University, and Yale University for excessive retirement plan fees.

Beer

Dan drinks a Jai Alai Indian Pal Ale by Cigar City Brewing in Tampa Bay, FL. Scott drinks an S.U.P. (Stand Up Paddling) Seasonal Ale by Sunriver Brewing Company in Sunriver, OR.
Episode #33: 403(b) Church Plans (released 7/26/16)

Links

Rabbi Evan Moffic
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic of the Congregation Solel.

Beer

No beer was consumed during this episode.
Episode #32: 7th Grade Teacher Gets a Better 403(b) Vendor (released 7/12/16)

Links

Prosperous Teachers
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer to add a quality, low-fee vendor.

Beer

No beer was consumed during this episode.
Episode #31: Teaching and Saving in Higher Ed (released 6/28/16)

Links

403(b)wise
Attainable Wealth
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a CFP®. In episode 31 she talks to us about teaching and saving in higher ed.

Beer

No beer was consumed during this episode.
Episode #30: Teaching Financial Literacy in an Inner City Public School (released 6/12/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

In episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class.

Beer

No beer was consumed during this episode.
Episode #29: Teaching Financial Literacy in an Inner City Public School (released 6/1/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dustin Voss talks about teaching financial literacy at Fenger Academy High School in Chicago, Illinois.

Beer

No beer was consumed during this episode.
Episode #28: Moving to a Single Vendor (released 5/19/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
IPPFA
Moreland & Arbuckle

Description

Debby Karton of IPPFA Benefits helps employers move to a single vendor.

Beer

No beer was consumed during this episode.
Episode #27: Dan's Daughter Chooses a College (released 5/5/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dan's daughter Lily discusses the process of choosing a college. She also offers tips for high school kids just starting this process.

Beer

No beer was consumed during this episode.
Episode #26: NTSA NEA Non-Sense; Redesign of 403(b)wise (released 4/21/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Adviser Check
Moreland & Arbuckle

Description

Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403(b)wise

Beer

No beer was consumed during this episode.
Episode #25: Loss (released 4/7/16)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Late Bloomer Wealth

Description

Retired teacher Steve Schullo and host Dan Otter share what is was like to lose a spouse. They also discuss the financial implications of losing a loved one.

Beer

No beer was consumed during this episode.
Episode #24: One Union That Does the 403(b) Right (released 3/24/16)

Links

WEA Member Benefits
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.

Beer

No beer was consumed during this episode.
Episode #23: How Can Advisors Serve the K-12 Market? (released 3/9/16)

Links

Wild West: Providing Fiduciary Advice to Public School Employees
Advisor Fiduciary Pledge
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market.

Beer

Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.
Episode #22: Working with an Advisor (released 2/25/16)

Links

Advisor Questionnaire
Advisor Fiduciary Pledge
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

What do you need to know when working with an advisor?

Beer

No beer was consumed during the recording of this episode.
Episode #21: Good Annuity. Bad Annuity. (released 2/11/16)

Links

Immediate Annuities
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dan and Scott examine the annuity. We look at the good, the bad, and the ugly.

Beer

Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of Burlington, Vermont. Dan drinks an Otra Vez Gose-Style Ale from Sierra Nevada Brewing Company of Chico, California.
Episode #20: The College Solution (part 2) (released 1/27/16)

Links

The College Solution
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dan and Scott continue their talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college.

Beer

Scott drinks an Islander IPA from Coronado Brewing Company of Coronado, California. Dan drinks a Grapefruit Sculpin IPA from Ballast Point Brewing Company of San Diego, California.
Episode #19: The College Solution (part 1) (released 1/27/16)

Links

The College Solution
403(b)wise
Teach and Retire Rich
Meridian Wealth Management
Moreland & Arbuckle

Description

Dan and Scott talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college. Topics covered include: the absurdity of college rankings; the dangers of focusing on a handful of schools; the metrics that lead to a happy college student; why research universities may not be the best choice for undergrads; and the realities of athletic scholarships.

Beer

Scott drinks an Islander IPA from Coronado Brewing Company of Coronado, California. Dan drinks a Grapefruit Sculpin IPA from Ballast Point of San Diego, California.
Episode #18: Ed Mills a.k.a. The Millionaire Educator (released 1/14/16)

Links

The Millionaire Educator
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott talk with Ed Mills a.k.a. The Millionaire Educator. Ed and his wife, who is also a teacher, saved $104,000 in 2015. Not only are he and his wife hard-core savers, they are also willing to move from one school district to another to gain access to better 403(b) investment choices, or to trigger the separation from service provision that allows them to move their 403(b) assets to lower cost investments.

Beer (and wine)

Ed drinks a red "Black Box" cabernet wine. Scott drinks a Chain Breaker White IPA from Deschutes Brewery of Bend, Oregon. Dan drinks an Adobe Igloo, a winter style brown ale by Santa Fe Brewing Company of Santa Fe, New Mexico.
Episode #17: Looking Back Looking Forward (released 1/4/16)

Links

Financial Literacy for the Young
(and the Young at Heart)

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott take a look back at their 2015 investing successes and failures. They also share 2016 savings plans and investing goals.

Beer

No beer was drunk during this episode.
Episode #16: Economic and Financial Literacy at Amy Biehl Charter High School (released 12/16/15)

Links

Amy Biehl Charter High School
Bryan Wehrli
Financial Literacy for the Young
(and the Young at Heart)

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott visit Amy Biehl Charter High School in downtown Albuquerque, NM where every senior takes a hybrid economic and financial literacy course. This isn’t your typical course. Topics covered include: political ideology and economic policy, predatory lending, and red lining along with financing college, cars and mortgages. Dan and Scott interview students Jonathan, Alicia, Serina, and their teacher Bryan Wehrli.

Beer

Dan and Scott drank the following beer at Dan's AFTER the interviews were conducted: Bosque Lager by Bosque Brewing and Elevated IPA by La Cumbre.
Episode #15: Sheryl Garrett, CFP, owner of the Garrett Planning Network (released 12/3/15)

Links

Garrett Planning Network
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview fiduciary planner Sheryl Garrett, CFP, owner of the Garrett Planning Network. Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, fee-only financial planners. The Network exists "to make competent, objective advice accessible to all people." Sheryl has been singled out by president Obama for her support of advisor fiduciary standards. In this interview, Sheryl discusses a variety of financial planning topics including what the Garrett Planning Network is and why it was needed. She also discusses the fight to get a fiduciary standard in place.

Beer (and Hard Cider)

Sheryl drinks a Wicked Apple hard cider by Redd's of Milwaukee, WI.; Scott drinks a Pumpkin Ale from Saranac Brewery of Utica, NY; Dan, who has a cold, drinks a Sugar Cookie Sleigh Ride tea by Celestial Seasonings.
Episode #14: Planner Ken Ford of Warick Valley Financial Advisors (released 11/19/15)

Links

Warwick Financial Planners
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview Warwick, N.Y. based planner Ken Ford owner of Warwick Valley Financial Advisors. Ken has begun to focus on working with K-12 teachers in the Warwick, N.Y. area. He talks about his effort to serve what he believes is an underserved market: K-12 teachers.

Beer

Ken drinks an Imperial Pumpkin Ale from Southern Tier Brewing Company of Lakewood, NY; Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of South Burlington, VT; Dan drinks a Slice of Hefen Wheat Ale from La Cumbre Brewing Company of Albuquerque, NM.
Episode #13: Scott Senseney of Fidelity's Tax Exempt Market Business (released 11/4/15)

Links

Fidelity Investments
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview Scott Senseney of Fidelity's Tax Exempt Market Business. Topics covered include: Fidelity’s approach to the K-12 market (they have approximately 4,000 client accounts); how to get Fidelity in your school district; Fidelity’s approach to the college/university and tax-exempt markets; and Fidelity's recent success at winning single vendor RFPs. We also asked Scott about the challenges of increasing enrollment in public K-12 403(b) plans, how Fidelity personalizes service, and his prediction for the public (non-ERISA) 403(b).

Beer

Dan drinks a Salted Caramel Brownie Brown Ale which is collaboration beer from New Belgium of Fort Collins, CO and Ben & Jerry's of Burlington, VA.; Scott drinks a Mission St. Hefeweizen from Trader Joe's of Monrovia, CA.
Episode #12: Planner Dave Grant of The Finance for Teachers Network (released 10/21/15)

Links

The Finance for Teachers Network
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview Dave Grant, a Certified Financial Planner who specializes in working with teachers. Dave grew up in England and came to the United States because of a girl — a teacher — who is now his wife. Dave talks about his business model, working with teachers, and a new financial initiative he just launched called: The Finance for Teachers Network (FFTN). The goal of the network is to bring educator-focused financial advisors from across the United States into one place to learn best practices from each other, understand how to further their skills in working with K-12 and college educators, and get coaching in how to serve more educators than they currently are.

Beer

Dan drinks a Bosque Lager from Bosque Brewing of Albuquerque, NM.; Scott drinks an Arrogant Bastard Ale from Stone Brewing of San Diego, CA.
Episode #11: Mark Luckinbill of Aspire Financial Services (released 10/7/15)

Links

Aspire Financial Services
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview Mark Luckinbill of Aspire Financial Services. Mark is head of 403(b), 457(b) and IRA products for Aspire. One way to describe the firm is an aggregator of mutual fund companies and investment products. Through the Aspire platform educators or staff can get access to most of the popular mutual fund companies including low cost, no-load funds like Fidelity and Vanguard. Aspire is available in more than 3,500 school districts across the country.

Beer

Dan drinks a Pumpkick Ale from New Belgium Brewing of Fort Collins, CO; Scott — in our continued effort to "Draft" Massachusettes Senator Elizabeth Warren" to share a beer with us and discuss financial issues — drinks a Downtime Pilsner from The Boston Beer Company of Boston, MA.; Mark drinks a Freak of Nature Double IPA from Wicked Weed Brewing Craft Beer of Asheville, NC.
Episode #10: Financial Challenges of Same Sex Couples (released 9/23/15)

Links

Late Blooomer Millionaires
Wall Street Targets Gay Couples
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview retired teacher and 403(b) advocate Steve Schullo and husband Dan Robertson. The couple, who co-wrote Late Bloomer Millionaires, share how they met, talk about their financial mistakes and successes, and discuss the financial challenges of same sex couples. Note: Dan Robertson passed away shortly after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

Beer

No beer was consumed during the recording of this episode.
Episode #9: Market Volatility; Podcast Critique (released 9/10/15)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott critique the podcast to date, explain the meaning of the phrase Teach and Retire Rich, discuss recent market volatility, and Scott announces a movement to get a certain financial hero of ours on the podcast.

Beer

Dan drinks a Black IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.
Episode #8: Steve Schullo: 403(b) Warrior (released 9/2/15)

Links

Late Blooomer Millionaires
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

Dan and Scott interview retired Los Angeles teacher Steve Schullo, who almost single-handedly started the 403(b) reform effort. After being duped into buying a high-fee variable annuity as a new teacher, Steve began a decades long effort to help teachers get better investment choices. He’s battled administrators, benefits officials, unions, and financial industry lobbyists. Steve, along with husband Dan Robertson, co-wrote Late Bloomer Millionaires which details their investing mistakes and successes. Steve talks about growing up on a farm in northern Wisconsin, his service in Vietnam, teaching, 403(b) advocacy, investing, and meeting his partner Dan Robertson. Note: Dan Robertson passed away not long after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

Beer

Dan (Otter) drinks an Outlaw lager from Rio Grande Brewing Company of Moriarty, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.
Episode #7: Follow up with Teacher Joe Minnuto About His Bad 403(b) Choices (released 8/19/15)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 “No Goal!”

Beer

Dan drinks a Wet Mountain IPA from the Canteen Brewhouse of Albuquerque, NM; Joe drinks a Tangier IPA from Southern of Tier Lakewood, NY.
Episode #6: Teacher Joe Minnuto describes his bad 403(b) choices (released 8/6/15)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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), Vanguard and TPAs, Aspire and open architecture plans, investor share class vs institutional share class, and the 457(b).

Beer

Dan drinks a Happy Camper IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks a Tower 10 IPA from Karl Strauss of San Diego, CA; Joe drinks a Buffalo Lager from Flying Bison Brewing Company of Buffalo, NY.
Episode #5: Dealing with a Bad 403(b) Plan (released 7/23/15)

Links

403(b) and or Roth IRA?
403(b)compare.com
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 a Roth IRA. They also discuss the fee-finding resource 403(b)compare.com; Dan shares a bit about his recent trip to England where he took in a Liverpool football (soccer) match at Anfield. Scott shares a bit about his recent trip to Hawaii.

Beer

Dan drinks a Farmer's Tan Red Ale from Tractor Brewing of Albuquerque, NM; Scott drinks a Diesel Punk from World Brews of Novato, CA.
Episode #4: The 403(b) Plan (part 2) (released 7/9/15)

Links

403(b)compare.com
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 an employer; penalty-free acess to the 403(b); hardship withdrawals and what happens to a 403(b) during a divorce. Scott gives his verdict on Dan's 2001 decision to roll over his CalSTRS pension into an IRA when he left California.

Beer

This is part 2 of our podcast on the 403(b) which was recorded right after part 1 where we drank beer. While two beers in one day of recording sounds like a good idea, it probably wouldn't make a good podcast. Two beers in one sitting might make us do something really unwise like recommend high fee variable annuities.
Episode #3: The 403(b) Plan (part 1) (released 7/2/15)

Links

403(b)compare.com
403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 accessed?

Beer

Dan drinks a Riverwalker IPA from Bosque Brewing of Albuquerque, NM. Scott (with apologies) drinks a Blue Moon from Coors Brewery of Conglomerateville, INC.
Episode #2: Teacher Pensions (released 6/24/15)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 that was a good idea.

Beer

Dan drinks a Wildflower Wheat from Marble Brewery of Albuquerque, NM; Scott drinks an Orange Wheat from Hanger 24 Craft Brewing of Redlands, CA.
Episode #1: Introductions (released 6/17/15)

Links

403(b)wise
Teach and Retire Rich
Meridian Wealth Management

Description

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 Company of Albuquerque, NM; Scott drinks an Upheaval IPA from Widmer Brothers Brewing of Portland, OR.

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