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Financial Strategies for Educators: Navigating Your 403B and Beyond

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Manage episode 418349645 series 3437932
Content provided by Steve Ramona. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Ramona or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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In this podcast episode from "Doing Business with a Servant's Heart," the host, Steve Ramona, talks with guest Bill about special needs planning, mainly focusing on financial strategies for teachers and school administrators. The discussion revolves around enhancing teachers' economic well-being, explicitly addressing the limitations and challenges of 403B plans, which are similar to 401K but often lack employer-matching contributions. Bill elaborates on alternative financial planning methods that could offer better returns and more control over investments, stressing the importance of early planning to ensure a secure and comfortable retirement. The broader conversation includes the financial challenges and strategies available to teachers and insights on managing long-term healthcare costs as people age. Bill and Steve outline how integrating long-term care with life insurance plans can provide a more secure financial future without the high costs typically associated with standalone long-term care packages.
(00:16:17) Long-Term Care Planning
(00:10:40) Sandwich Generation Planning
(00:00:00) Special Needs Planning
(00:05:19) Financial Challenges of Special Needs Parents
(00:22:05) Long-Term Care Planning

Subscribe to our Podcast Newsletter
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Podcast Swag
https://millions.co/doing-business-with-a-servant-s-heart-san-jose
Get your 2024 Serving Journal
https://www.amazon.com/dp/B0CSNSY1M1

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177 episodes

Artwork
iconShare
 
Manage episode 418349645 series 3437932
Content provided by Steve Ramona. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Ramona or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

In this podcast episode from "Doing Business with a Servant's Heart," the host, Steve Ramona, talks with guest Bill about special needs planning, mainly focusing on financial strategies for teachers and school administrators. The discussion revolves around enhancing teachers' economic well-being, explicitly addressing the limitations and challenges of 403B plans, which are similar to 401K but often lack employer-matching contributions. Bill elaborates on alternative financial planning methods that could offer better returns and more control over investments, stressing the importance of early planning to ensure a secure and comfortable retirement. The broader conversation includes the financial challenges and strategies available to teachers and insights on managing long-term healthcare costs as people age. Bill and Steve outline how integrating long-term care with life insurance plans can provide a more secure financial future without the high costs typically associated with standalone long-term care packages.
(00:16:17) Long-Term Care Planning
(00:10:40) Sandwich Generation Planning
(00:00:00) Special Needs Planning
(00:05:19) Financial Challenges of Special Needs Parents
(00:22:05) Long-Term Care Planning

Subscribe to our Podcast Newsletter
https://view.flodesk.com/pages/64e2b98cca259e13f0890575
Podcast Swag
https://millions.co/doing-business-with-a-servant-s-heart-san-jose
Get your 2024 Serving Journal
https://www.amazon.com/dp/B0CSNSY1M1

  continue reading

177 episodes

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