Best 457b Podcasts (2024)

1
Helpful Snowman Radio Ep 457b

24d ago

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All my troubles are behind me now.By Helpful Snowman

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

2h 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.orgBy Daniel Otter, PhD and Scott Dauenhauer, CFP®

1
Episode 66: Hueler Companies 37:17

3h 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’…

1
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330) 34:39

1d 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…

1
Helpful Snowman Radio ep 456b

8d ago

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Snowbros, minor annoyances, being the rudest person in the room.By Helpful Snowman

1
403(b)ill of Rights Refreshed (#329) 49:40

8d 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…

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

15d 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…

1
Unlocking Teacher Savings Superpowers (# 327) 36:39

24d 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…

1
Episode 65: Hearts & Wallets 34:33

25d 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
Helpful Snowman Radio ep 458b

1M ago

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Bunny time.By Helpful Snowman

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

1M 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. …

1
Retired Teacher Pays it Forward (#325) 57:19

1M 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…

1
The Brave Legislator Who Took On K-12 403(b) Reform (#324) 35:45

2M 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-…

1
Helpful Snowman Radio ep 459b

2M ago

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In which I realized I blew it and did a boring podcast on accident instead of doing a boring podcast on purpose. I followed the money, made sure to go the other direction, and now we’re here.By Helpful Snowman

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

2M 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…

1
Episode 64: Brian Graff 37:24

2M 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.

1
NTSA 403(b) "Research" Easily Debunked (#322) 40:53

2M 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…

1
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321) 36:21

2M 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…

1
Helpful Snowman Radio ep 460b

2M ago

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More boring than the average podcast.By Helpful Snowman

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

3M 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 …

1
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320) 30:45

3M 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…

1
Helpful Snowman Radio ep 461b

3M ago

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Product placement champs.By Helpful Snowman

1
Love and Marriage (and Money and More!) #319 40:08

3M 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…

1
Helpful Snowman Radio Ep 462b

3M ago

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A self-interview with shocking results. Well, not shocking. And not really results.By Helpful Snowman

1
Is 403bwise Anti-Union? (#318) 20:55

3M 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…

1
Episode 63: Morningstar's Mike Allen on AI 47:10

3M 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. …

1
Helpful Snowman Radio ep 463b

3M ago

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The water of life, the pee of life. This is a very urine-soaked episode, everyone.By Helpful Snowman

1
Middle School Math Teacher on a Fin Lit Mission (#317) 32:44

3M 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…

1
Helpful Snowman Radio ep 464b

3M ago

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The Americanest of MallsBy Helpful Snowman

1
Dan and Scott Speak to Teacher Educators (#316) 18:40

4M 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…

1
10 Questions Posted on the 403bwise Facebook Group (#315) 34:41

4M 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 …

1
Helpful Snowman Radio ep 465b

4M ago

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The most para of social relationships.By Helpful Snowman

1
Veteran Teacher. Future CFP® (#314) 28:49

4M 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…

1
Fiduciary Liability with Dan Aronowitz 44:54

4M 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…

1
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313) 35:27

4M 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…

1
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312) 41:15

4M 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.…

1
Helpful Snowman Radio ep 466b

5M ago

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We choose some of our OWN adventures, and luckily we get one over on those stupid little dumbasses who have never seen Empire Strikes Back.By Helpful Snowman

1
Helping Colleagues Get Wise to Saving (#311) 35:05

5M 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…

1
Climbing Mountains. Fighting Fires. (#310) 51:36

5M 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…

1
Helpful Snowman Radio ep 467b

5M ago

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#JusticeForDioBy Helpful Snowman

1
Caregivers and Retirement Readiness with Greenwald Research 27:48

5M 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

5M 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…

1
Liz Weston: Personal Finance Legend Retires (#308) 41:31

5M 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…

1
F.I.R.E.d Teacher Earns CFP® (#307) 46:36

6M 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…

1
Helpful Snowman Radio Ep 468b

6M ago

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eBay travails and a story about pathetic book marketing.By Helpful Snowman

1
Financial Hardship to Financial Stability (#306) 29:30

6M 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…

1
Helpful Snowman Radio ep 469b

6M ago

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Some advice for dentists. GOOD advice that you JUST CANNOT TAKE.By Helpful Snowman

1
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305) 50:11

6M 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…

1
Plan Sponsor Predictions for 2024 20:18

6M 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…

1
Shady Bid"ness"? (#304) 47:04

6M 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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