Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)

from Teach and Retire Rich · host Dan Otter, PhD and Scott Dauenhauer, CFP®

Illinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best. Mr. Whelan Financial Illinois Education Association SB 0734 Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

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This episode was published on June 2, 2023.

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