Najlepsze podcasty z kategorii: 457b (2024)

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The Wealthy Custodian in Retirement (#343) 48:08

3d ago48:08

48:08

Former custodian Jeff York talks retirement and the joy it has brought him. He also talks finances — including a bold approach to homeowners insurance — and a little fishing. 2019 Podcast with Jeff Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org…

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From Engineer to Fiduciary Advisor (#342) 53:59

10d ago53:59

53:59

Jesse Cramer went from designing satellite telescopes to financial planning. The host of The Best Interest Podcast talks career transition, Rochester, N.Y., and financial planning. Best Interest Podcast Best Interest Blog How Much Life Insurance Do You Need Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement…

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Episode 68: Bruce Harrington of Pentegra 32:24

16d ago32:24

32:24

In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and ﬁduciary outsourcing solutions. Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how it’s helped organizations of al…

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Former Equitable Advisor Talks Shop (#341) 53:14

17d ago53:14

53:14

Pennsylvania advisor Gibson McCracken talks about his time at Equitable and how he's serving educators now. Flick Financial The Teacher Tribune Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgAutor: Daniel Otter, PhD and Scott Dauenhauer, CFP®

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Educating Future Teachers About the Dangers of the K-12 403(b) (#340) 12:33

24d ago12:33

12:33

Scott and Dan have a heart-to-heart about new 403bwise.org tools to help pre-service teachers get wise to the 403(b) and teacher retirement plans. On-Demand Learning Module for Pre-Service Teachers YouTube video for Pre-Service Teachers Blog Post: Inoculating Pre-Service Teachers From 403(b) Sales Sharks Equitable SEC Settlement Our Pod on the SEC/…

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Weatherman Talks 403(b)s, Investing, and Forecasting (#339) 54:20

1M ago54:20

54:20

Award-winning meteorologist and fin lit fan Greg Dee of ABC Action News in Tampa, FL talks investing, forecasting, and a day in the life of a weatherman. Greg Dee, ABC Action News Tampa, FL Award for Broadcast Meteorology (for life saving work) Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement Learned by Being Burned - Short pod seri…

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Episode 67: PIMCO DC Consultant Study 47:12

1M ago47:12

47:12

For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CA…

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Oops Equitable Might Be In Trouble Again (#338) 19:08

1M ago19:08

19:08

The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities. Case Summary Contact Law Firm Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement Bills Fan Wins Fanatics Fe…

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How to Money pt. 2 (#337) 32:44

1M ago32:44

32:44

Part two of our inteview with Joel Larsgaard and Matt Altmix of the How to Money website and podcast. How to Money Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgAutor: Daniel Otter, PhD and Scott Dauenhauer, CFP®

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How to Money pt. 1 (#336) 38:51

2M ago38:51

38:51

Popular podcast hosts and best friends Joel Larsgaard and Matt Altmix of the How to Money website and podcast, talk friendship, podcasting, and money (pt. 1). How to Money Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org…

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Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335) 26:14

2M ago26:14

26:14

On more than one occasion we have heard red-rated vendors declare that fixed insurance products are now subject to a best interest standard for 403(b) sales in most states. This is false. Comparing CFP Board’s Code of Ethics and Standards of Conduct to The NAIC’s Suitability in Annuity Transactions Model Regulation #275 Learned by Being Burned - Sh…

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The Market Is Down and Up and So Is Dan (#334) 30:14

2M ago30:14

30:14

Dan and Scott discusses Dan's medical scare and market volatility. From Soft Landing to Emergency Landing? by Cullen Roche Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgAutor: Daniel Otter, PhD and Scott Dauenhauer, CFP®

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Financial Mistakes. Dan Has Made a Few. (#333) 25:59

2M ago25:59

25:59

Dan shares some of his financial mistakes. He also takes a quick trip down his journalism career memory lane. Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgAutor: Daniel Otter, PhD and Scott Dauenhauer, CFP®

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Learned by Being Burned: Someone Walked Into My Room (#332) 36:18

3M ago36:18

36:18

Episode 1 of the 5-part series Learned by Being Burned the short pod series where teachers share how they were sold high-cost annuity products, the barriers they face to getting better, lower-cost investment choices, and the growing advocacy movement working to fix the K-12 403(b). Note: This episode previously ran two years ago. We thought our gro…

1
NTSA Country Club Awards (#331) 29:44

3M ago29:44

29:44

Scott and Dan get a little personal before talking about NTSA’s so-called Elite Advisor Awards. Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgAutor: Daniel Otter, PhD and Scott Dauenhauer, CFP®

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Episode 66: Hueler Companies 37:17

3M ago37:17

37:17

A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler’…

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Going Single 403(b) Vendor Leads to 80% Fee Drop (#330) 34:39

3M ago34:39

34:39

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop. Fulton County Public Schools 403(b) Plan Learned by Being Burned - Short pod series about how teachers got burned then got wise to…

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403(b)ill of Rights Refreshed (#329) 49:40

3M ago49:40

49:40

The 403(b)ill of Rights is one of the first 403(b) blog posts Dan ever wrote. It first appeared around July 4, 2000. Over the years we have made incremental improvements to it. What follows is a refresh. The new Amendment 12 may be considered radical. Frankly, it's radical that it is even needed. 403(b)ill of Rights Refreshed Learned by Being Burne…

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Empowering Women; Warning About Dangers of Medicare Advantage (#328) 1:03:04

4M ago1:03:04

1:03:04

After a career at IBM, Lucretia Ryan founded Financial Freedom for Women, an organization whose goal is to help women gain financial independence. In addition to writing about financial issues, she puts on free retirement optimization workshops for women. After helping her late mother navigate healthcare in retirement, Lucretia warns about the dang…

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Unlocking Teacher Savings Superpowers (# 327) 36:39

4M ago36:39

36:39

Teacher and podcast host Shaun Morgan talks saving for retirement. The Teacher Money Show Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certif…

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Episode 65: Hearts & Wallets 34:33

4M ago34:33

34:33

What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…

1
Anne Tergesen of The Wall Street Journal (#326) 49:04

4M ago49:04

49:04

We talk journalism, 403(b), and the personal finance beat with Anne Tergesen, reporter for The Wall Street Journal. Anne Tergesen Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. …

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Retired Teacher Pays it Forward (#325) 57:19

4M ago57:19

57:19

Maggie Mason is a retired English teacher from Santa Barbara who put on a highly successfully free financial seminar to benefit her colleagues. Santa Barbara Education Foundation Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed…

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The Brave Legislator Who Took On K-12 403(b) Reform (#324) 35:45

5M ago35:45

35:45

Illinois educator-turned state legislator Karina Villa — who was once sold an unsuitable, high-cost 403(b) — proposed a K-12 403(b) reform bill that would have ended front-end and back-end loads. It would have capped advisor fees and administration fees at 0.50% respectively, and it would have required vendors to offer low-cost index funds and low-…

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Curious About Becoming a Fiduciary Advisor? (#323) 1:10:05

5M ago1:10:05

1:10:05

Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event. Emily Maretsky Teacher Financial Planner Katz-Moses Financial The Externship (deadline May 24, 2024) Learned by Being Burned - Short pod series about how teachers got burned then got…

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Episode 64: Brian Graff 37:24

5M ago37:24

37:24

Brian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.

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NTSA 403(b) "Research" Easily Debunked (#322) 40:53

5M ago40:53

40:53

Scott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor. Debunking the NTSA’s 2018 "Improving Retirement Savings for America's Public Educators" study NTSA "Study" 403bwise Zoom Event on May 21: Curious About Becoming a Fiduciary Adviso…

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Teacher Turned-Fiduciary Advisor Reflects on Transition (#321) 36:21

5M ago36:21

36:21

We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor. Katz-Moses Financial 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing prese…

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Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule 1:59

5M ago1:59

1:59

Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024. New DOL Fiduciary Rule Fact Sheet New Fiduciary Rule Not All Bad for K-12 403(b) Participants FACC …

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New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320) 30:45

5M ago30:45

30:45

Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor. New DOL Fiduciary Rule Fact Sheet 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 4…

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Love and Marriage (and Money and More!) #319 40:08

6M ago40:08

40:08

Former teacher and NGPF alum, Brian Page, shares his new endeavor designed to help couples have better conversations and make better decisions around money and the sharing of family responsibilities. Modern Husbands Brian Page Money Magazine Money Hero ngpf.org Learned by Being Burned - Short pod series about how teachers got burned then got wise t…

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Is 403bwise Anti-Union? (#318) 20:55

6M ago20:55

20:55

We address anti-union charges leveled at 403bwise.org Shark Attack NEA Valubilder Expose Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certifi…

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Episode 63: Morningstar's Mike Allen on AI 47:10

6M ago47:10

47:10

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …

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Middle School Math Teacher on a Fin Lit Mission (#317) 32:44

6M ago32:44

32:44

Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd. Instagram: @teachertomillionaire Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 4…

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Dan and Scott Speak to Teacher Educators (#316) 18:40

6M ago18:40

18:40

Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. ATE 403bwise Enlists Teacher Educators in Fight to Fix K-12 403(b) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as…

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10 Questions Posted on the 403bwise Facebook Group (#315) 34:41

7M ago34:41

34:41

To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. Bad Vendors Who Have Good Plans How to Get Out of a Bad 403(b) How to Get Out of AXA/Equitable Working with a Financial Professional Learned by Being Burned - Short pod series about how teachers got burned then got wise to the …

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Veteran Teacher. Future CFP® (#314) 28:49

7M ago28:49

28:49

Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. Teachers Talk Money Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presen…

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Fiduciary Liability with Dan Aronowitz 44:54

7M ago44:54

44:54

In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizin…

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Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313) 35:27

7M ago35:27

35:27

Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise…

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Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312) 41:15

7M ago41:15

41:15

Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. Nectarine @personafinanceclub Personal Finance Club Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.…

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Helping Colleagues Get Wise to Saving (#311) 35:05

8M ago35:05

35:05

Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(b). Peekskill City School District Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as inv…

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Climbing Mountains. Fighting Fires. (#310) 51:36

8M ago51:36

51:36

Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below). Trevor Deighton Retirement Planning Resource Black Diamond Presents: Safety First Photos of Cirque of the Unclimbables/Lotus Flower Tower Photos…

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Caregivers and Retirement Readiness with Greenwald Research 27:48

8M ago27:48

27:48

This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by employers and benefits providers, such as reduced work hou…

1
Jonathan Clements (#309) 52:24

8M ago52:24

52:24

The former personal finance columnist for The Wall Street Journal and current editor of the excellent HumbleDollar.com talks career, money lessons, and how he's approaching the next phase of his work life. The Money Pit Things I Have Picked Up Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Merid…

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Liz Weston: Personal Finance Legend Retires (#308) 41:31

8M ago41:31

41:31

Liz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. Retiring Wasn’t Easy Even After Years of Writing About It Investing for Retirement: Why You Might Want to Reconsider That 403(b) Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.o…

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F.I.R.E.d Teacher Earns CFP® (#307) 46:36

8M ago46:36

46:36

A retired educator and administrator who used F.I.R.E. principles to retire early talks about earning her CFP®, passing the exam, and working with clients. Mary Ann Sullivan Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is t…

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Financial Hardship to Financial Stability (#306) 29:30

9M ago29:30

29:30

School custodian turned-accountant describes how the mentorship of Jeff York, who listeners to the podcast might better know as the Wealthy Custodian, helped set her on a path to financial stability. The Wealthy Custodian The Wealthy Custodian Retires (pt. 1) The Wealthy Custodian Retires (pt. 2) Learned by Being Burned - Short pod series about how…

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Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305) 50:11

9M ago50:11

50:11

Indiana middle school teacher Thomas Ferguson cares as much about his colleagues retirement savings as he does his own. Not only does he help educate them on saving, he also runs the engaging Instagram account @IndianafinLit Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Manageme…

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Plan Sponsor Predictions for 2024 20:18

9M ago20:18

20:18

This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA solutions An increase in regulation from the Depar…

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Shady Bid"ness"? (#304) 47:04

9M ago47:04

47:04

Did a Southern California benefits consortium fail to act in the best interests of educators? Normally we drop our pods on Friday morning. But this is a time-sensitive episode because of a meeting that will occur Friday, January 12th at 11am PST. In our opinion a Southern California consortium has failed to act in the best interests of educators. W…

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