All Episodes
Teach and Retire Rich — 314 episodes
The Association of School Business Officials Endorses a "Model" 403(b) Plan (#436)
July Facebook Group Questions (#435)
A Tale As Old As Time (#434)
Baltimore City Public Schools Goes Single 403(b)/457(b) Vendor (#433)
Solicitation But Not That Kind of Solicitation (#432)
Saving for Retirement Makes a Western New York Teacher Want to Shout! (#431)
Chris Nye Makes Big Career Move #430
Your Questions. Scott's Answers. June 2026. (#429)
CITs for Thee But Not For Me? (#428)
10 Summer Financial Moves (#427)
The Advice Only Network (#426)
California Tries to Ban Sales Agents from Campuses (#425)
Taking Questions a.k.a. Scott vs AI (#424)
Farms, Futures and Fin Lit (#423)
Introducing 457bwiser (#422)
Corebridge + Equitable (#421)
High Gas Prices Don't Bother These Guys (#420)
403(b)/457(b) Basics: Exchanges & Transfers
401 "Ayyyy" (#418)
California Fin Lit Teacher (#417)
Doh! ASBO (#416)
The Main Plan is a Maine 457(b) Plan (#415)
How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)
How American Fidelity Exploits Section 125 Plans (#413)
What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan
What is a Deadbox and Should You Have One? (#411)
This Advisor is Out on the K-12 403(b) Market (#410)
Nectarine Has Gotten Even Sweeter (#409)
403(b)/457(b) Basics: The Salary Reduction Agreement
Financial Resolutions + Some Favorite 2025 Things (#407)
Wait, Why Am I Paying an Additional Medicare Tax? (#406)
How the Grinch Stole the 403(b) (#405)
Oops Vanguard Did It Again (#404)
It's Becoming a Ritual (#403)
Markets Are Frothy and Concentrated. Time to Diversify? (#402)
Catch-up (Contributions) If You Can (#401)
More Dirty Little Secrets of Medicare "Advantage" (#400)
TPA Pushes Back on Single Vendor Plan (#399)
4 Ghoulishly Good Stories (#398)
Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397)
Flipping the Switch From 403(b) Saver to Post-Career Spender (#396)
He Makes His Young Kids Listen to Our Pod (#395)
Stocks and Music Unscripted (#394)
Remembering Jonathan Clements (#393)
Teacher-Author Focused on Improving Educator Financial Outcomes (#392)
Current State of Student Loans? More Chaos (#391)
Morningstar's Jeff Ptak (#390)
How Beautiful is the OBBBA for Educators? (#389)
When to Take Social Security (#388)
The Wealth Ladder with Nick Maggiulli (#387)
Julius Prezelski Talks Teaching Fin Lit, Coaching, and Retirement (#386)
403bwise to Get Wiser? (#385)
Look Back at Legislative Fight to Fix the California K-12 403(b) (#384)
Equitable Does the Right Thing; Delaware State 403(b) Plan (#383)
403(b)/457(b) Basics: How to Get Out of a Bad 403(b)
The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Summer Financial Moves + Dan Leases a Car (#380)
She Had the K-12 403(b) Solution 25 Years Ago (#379)
The State of Student Loans? Chaos. (#378)
Tennessee Throws Teachers to the Wolves (#377)
457(b) Heaven (#376)
Tariff Talk with Cullen Roche (#375)
Equitable EQUI-VEST Commissions Revealed (#374)
Market Volatility Wisdom (#373)
Retired Educator Turned Fiduciary Advisor (#372)
403(b)/457(b) Basics: Asset Allocation
Spring Cleaning Your Personal Finances (#370)
Father & Daughter Educators: Partners in 403(b) Advocacy (#369)
Equitable Threatens Educator (#368)
Captain America of Consumer Protection (#367)
Inside the NTSA Summit Conference (#366)
403(b)/457(b) Basics: How to start a 403(b)
Does This Phishy 403(b) Email Violate FINRA Regulations? (#364)
Retiring Before 65: How to Avoid Health Insurance Nightmares (#363)
Chris Nye the 403(b) Guy Returns (#362)
ERISA at 50 (#361)
Social Security Fairness Act (#360)
Fantastic Mr. Fisch (#359)
Et tu, Vanguard? (#358)
Banned Brokers Love the 403(b) (#357)
Teacher/Fin Lit Coordinator Joins Next Gen Personal Finance (#356)
Looking Back, Looking Forward (#355)
Top Teacher Financial Mistakes of 2024 (#354)
Supporting Teachers Emotionally and Financially (#353)
New and Improved Equi-vest 403(b) Product? (#352)
Breaking Good (#351)
Florida Men (#350)
Dan Turns 59.5 Which Means He's Eligible to Access His 403(b) (#349)
Chicago Public Schools Single Vendor Story (#348)
Catching Up (again) with Cullen Roche (#347)
State 457(b) Plan Rating Project (#346)
Dirty Little Secrets of Medicare "Advantage" (#345)
Whose Interests Are Compliance Administrators Serving? (#344)
The Wealthy Custodian in Retirement (#343)
From Engineer to Fiduciary Advisor (#342)
Former Equitable Advisor Talks Shop (#341)
Educating Future Teachers About the Dangers of the K-12 403(b) (#340)
Weatherman Talks 403(b)s, Investing, and Forecasting (#339)
Oops Equitable Might Be In Trouble Again (#338)
How to Money pt. 2 (#337)
How to Money pt. 1 (#336)
Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)
The Market Is Down and Up and So Is Dan (#334)
Financial Mistakes. Dan Has Made a Few. (#333)
Learned by Being Burned: Someone Walked Into My Room (#332)
NTSA Country Club Awards (#331)
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)
403(b)ill of Rights Refreshed (#329)
Empowering Women; Warning About Dangers of Medicare Advantage (#328)
Unlocking Teacher Savings Superpowers (# 327)
Anne Tergesen of The Wall Street Journal (#326)
Retired Teacher Pays it Forward (#325)
The Brave Legislator Who Took On K-12 403(b) Reform (#324)
Curious About Becoming a Fiduciary Advisor? (#323)
NTSA 403(b) "Research" Easily Debunked (#322)
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Love and Marriage (and Money and More!) #319
Is 403bwise Anti-Union? (#318)
Middle School Math Teacher on a Fin Lit Mission (#317)
Dan and Scott Speak to Teacher Educators (#316)
10 Questions Posted on the 403bwise Facebook Group (#315)
Veteran Teacher. Future CFP® (#314)
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Helping Colleagues Get Wise to Saving (#311)
Climbing Mountains. Fighting Fires. (#310)
Jonathan Clements (#309)
Liz Weston: Personal Finance Legend Retires (#308)
F.I.R.E.d Teacher Earns CFP® (#307)
Financial Hardship to Financial Stability (#306)
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)
Shady Bid"ness"? (#304)
2024 Changes Affecting 403(b) Participants (#303)
PA Teacher Helps Colleagues Get Wise to Saving (#302)
NEA Allows Private Equity To Prey On Educators (#301)
Teaching Fin Lit to Teachers (#300)
Helping Teachers & Students Get Financial F.I.T. (#299)
Massachusetts Teacher/Union President (#298)
Talking Money with Cullen Roche (pt. 2) (#297)
Talking Money with Cullen Roche (pt. 1) (#296)
How NOT to Do Single Vendor (#295)
Master of Estate and Retirement Planning (#294)
She Does the Math & Posts Her Work (#293)
10 Key Student Loan Questions (#292)
TIPS: Treasury Inflation-Protected Securities (#291)
403bwise Milestone + Bad New Jersey District (#290)
Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School (#289)
The Real Cost of K-12 403(b) Enrollment (#288)
403bwise Wins Innovator Award (#287)
Full Time Financial Coach (#286)
Personal Finance Legend Scott Burns (pt. 2) (#285)
Personal Finance Legend Scott Burns (pt. 1) (#284)
Fraud Pod (#283)
The K-12 403(b) is Bad. But Have You Heard About Private Equity? (#282)
How Free is Free? (#281)
Teaching Couple Axe Equitable (#280)
Clear the Student Loans! (#279)
The Fin Lit Doctor Is In (#278)
Teacher Goes Deep on 403(b) Fee Impact (#277)
Teacher to Fin Lit YouTube Force pt. 2 (#276)
Teacher to Fin Lit YouTube Force pt. 1 (#275)
Power of Automatic Enrollment (#274)
Protecting Investors (#273)
5-Minute Case for Single Vendor
Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)
Teacher Gets Fidelity & Vanguard Added to Vendor List (#271)
Orchestrating 403(b) Advocacy (#270)
Investment Committees Can Make or Break DC Plans (#269)
NTSA Working to Wreck K-12 457(b) Plans (#268)
Accessing 403(b) Money (#267)
Vanguard Advisor Services (#266)
Adulting 101: Insurance (#265)
10 Taylor Swift Songs About the 403(b) (#264)
California Proposes Annuity and 403(b) Protections (#263)
Man with the (Better Retirement) Plan (#262)
Lessons from Silicon Valley Bank Collapse (#261)
3 Ways NTSA Works Against Teachers (#260)
California Teacher Author (#259)
Travel Freely (#258)
$8 Million and Counting (#257)
Did Bush Administration Get DC Plans Right? (#256)
SECURE Act 3.0 (#255)
2023 Money Moves (#254)
SECURE Act 2.0 (pt. 2) (#253)
SECURE Act 2.0 (pt. 1) (#252)
Journey to a Million (#251)
Top 5 403(b) Stories of 2022 (#250)
Cullen Roche on All Duration Investing (#249)
Cullen Roche on Markets and More (#248)
Small School 403(b) Solution? (#247)
Good 403(b) Bye Bye? (#246)
Phishing on Black Friday (#245)
Principal Improves District 403(b) and 457(b) Plans (#244)
Equity Wash & Market Value Adjustments (#243)
Rising Interest Rates (#242)
Teach Toward Retirement Summit (#241)
B is for Broward (#240)
Bonds (#239)
Good Union; Bad New Jersey; Crazy Markets (#238)
Kentucky Deferred Comp is on Your Side (#237)
403(b) Plans That Got Better (#236)
New RMD Rules? AIG Name Change & Aspire Change (#235)
Fiduciary Planner Jon Luskin (#234)
Financially Independent Teachers (#233)
Teacher Asks for and Gets Great 457(b) (#232)
Teacher/Travel Hacker Turned Fiduciary (#231)
The Right Kind of Financial Advice (#230)
Equitable SEC Settlement (#229)
PSLF Waiver Event (#228)
401(k) for Teachers? (#227)
New Jersey's Bad 403(b) Bill (#226)
LAUSD Educator on F.I.R.E. (#225)
High-Cost Firm Releases "Study" That Supports Its Model (#224)
Do As We Say Not As We Do: Equitable & NLG 401(k) Plans (#223)
AXA/Equitable Insider pt. 2 (#222)
AXA/Equitable Insider pt. 1 (#221)
Executive Function Expert (#220)
PSLF Waiver (#219)
Taxable ETF > Pre-Tax 403(b)? (#218)
Super Superintendent (#217)
The Market is Down. But You Shouldn't Be. (#216)
iBond Mania (#215)
Stars of Learned by Being Burned (#214)
Arizona Fin Lit Teacher (#213)
Secure Act 2.0 (#212)
Two Things (#211)
Honor Roll (#210)
Christine Benz (#209)
50 Million More Reasons to Hate AXA/Equitable (#208)
Someone Walked Into My Room
Burning to Share (#207)
5 Myths About the 403(b) (#206)
Andrew Hallam Bonus Episode (#205)
Balance: How to Invest and Spend for Happiness, Health and Wealth (#204)
5 Savings Steps Teachers Need to Take (#203)
How California K-14 403(b) Plans Can go Single Vendor (#202)
North Carolina to Shutter Its 403(b) (#201)
Serving the Military Community (#200)
Award Winning Single Vendor 403(b) Plan (#199)
Teacher of the Deaf and Hard of Hearing (#198)
2021 Openings (#197)
Top 3 403(b) Stories of 2021 (#196)
How Small School Districts Can Offer a Great 403(b) (#195)
Green Light for Single Vendor 403(b) Plans in California? (#194)
Chicago Public Schools Goes Single Vendor (#193)
Feeling Thankful (#192)
Community College Super Advocate (#191)
Did AIG Just Get Single-Vendor Religion? (#190)
Non-Profit Helping Non-Profits (#189)
Cullen Roche's Big Announcement (#187)
403(b) Plan Rating Project (#186)
California Teacher to Iowa Farmer (#185)
Arrested Development (#184)
Fin Lit Royalty (#183)
Money Editor (#182)
The Wealthy Educator (#181)
Social Security Expert (#180)
Iowa IPERS Experts (#179)
Catching Up with the Sweeneys (#178)
Principal with Teacher First Principles (#177)
Dear New Teachers (#176)
Illinois TRS Experts (#175)
Saving for College & Other Kid Expenses (#174)
Paying for College with Ron Lieber (#173)
Teacher/Financial Coach (#172)
GPO & WEP Impact (#171)
Maslow Before Bloom (#170)
Child Tax Credit (#169)
SECURE Act (#168)
Aspire Financial Services (#167)
Vanguard Alums Form RIA (#166)
Bill Bernstein (#165)
Michelle Singletary (#164)
Investing vs. Speculation (#163)
How to Get Out of a Bad 403(b) Plan (#162)
4 Who Retired (#161)
D-I-V-O-R-C-E (#160)
Power of State Based 403(b) & 457(b) Plans (#159)
Colorado PERA Expert (#158)
Happy Travel Hacker (#157)
The Wealthy Custodian Retires Pt. 2 (#156)
The Wealthy Custodian Retires Pt. 1 (#155)
Women & Personal Finance (#154)
Too Many 403(b) Vendors (#153)
Educating Pre-Service Teachers About the 403(b) (#152)
AXA/Equitable Bermuda Triangle (#151)
Early F.I.R.E. (#150)
The Excellent Ohio 457(b) Plan (#149)
Cooperation & Collaboration (#148)
Teachers Who Got Better Investment Choices (#147)
Fire in the Belly (#146)
Saying No to No (#145)
ESG Investing (pt. 2) (#144)
ESG Investing (pt. 1) (#143)
Helping Colleagues Get Wise (#142)
Mail Bag (pt. 2) (#141)
Mail Bag (pt. 1) (#140)
Model Teaching (#139)
Teachers Can Be Financially Fit (#138)
Teaching Pre-Service Teachers About the 403(b) (#137)
Adding a 457(b) Easy as 123 (#136)
Roth Conversion and Backdoor Roth Contribution (#135)
The Roth IRA (#134)
Directing Financial Literacy (#133)
FinLit Fanatic (#132)
403(b) Lemon Challenge (#131)
Millennial Educator (#130)
Got Vanguard? How About Aspire? You might. (#129)
Single Vendor Focus (#128)
Getting Out of a Bad 403(b) Annuity (#127)
Penny Pinching Pathologist (#126)
What's That Phishy Smell in Your Inbox? (#125)