I appeared on today's episode of the Teach and Retire Rich podcast for those who might be interested.
fischfinancial.org/2025/01/31/a...
fischfinancial.org/2025/01/31/a...
Appeared on the Teach and Retire Rich Podcast
Dan and Scott had me back on the Teach and Retire Rich podcast for those who might be interested. Apple Podcasts Direct link to the podcast on their site 403bwise 403bwise state 457 ratings Items m…
fischfinancial.org
January 31, 2025 at 5:18 PM
I appeared on today's episode of the Teach and Retire Rich podcast for those who might be interested.
fischfinancial.org/2025/01/31/a...
fischfinancial.org/2025/01/31/a...
Friends, academics, and teachers! Many of us have access to a 403b and we may stumble getting it setup, understanding fees, or knowing which funds to choose.
This can help 👇!
Also if you are looking for more information, check out 403bwise.org
This can help 👇!
Also if you are looking for more information, check out 403bwise.org
August 30, 2025 at 3:37 PM
Friends, academics, and teachers! Many of us have access to a 403b and we may stumble getting it setup, understanding fees, or knowing which funds to choose.
This can help 👇!
Also if you are looking for more information, check out 403bwise.org
This can help 👇!
Also if you are looking for more information, check out 403bwise.org
Not sure if a 403(b), 457(b), or IRA is best? 🎓
Emily’s got answers in this quick reel!
Plan wisely, retire confidently.
#403bwise #TeacherRetirement #FinancialWellness #K12Educators #InvestSmart #RetirementReady
Emily’s got answers in this quick reel!
Plan wisely, retire confidently.
#403bwise #TeacherRetirement #FinancialWellness #K12Educators #InvestSmart #RetirementReady
May 16, 2025 at 2:07 PM
Not sure if a 403(b), 457(b), or IRA is best? 🎓
Emily’s got answers in this quick reel!
Plan wisely, retire confidently.
#403bwise #TeacherRetirement #FinancialWellness #K12Educators #InvestSmart #RetirementReady
Emily’s got answers in this quick reel!
Plan wisely, retire confidently.
#403bwise #TeacherRetirement #FinancialWellness #K12Educators #InvestSmart #RetirementReady
Starting a 403(b)? Read this first!
❌ Not all plans are good for teachers. ✅ Learn what paperwork you need & how to pick the right vendor.
🎧 Our latest podcast breaks it all down.
Listen now: https://f.mtr.cool/heygodtzeg
#403bwise #SmartInvesting #EducatorFinance
❌ Not all plans are good for teachers. ✅ Learn what paperwork you need & how to pick the right vendor.
🎧 Our latest podcast breaks it all down.
Listen now: https://f.mtr.cool/heygodtzeg
#403bwise #SmartInvesting #EducatorFinance
March 14, 2025 at 11:55 PM
Starting a 403(b)? Read this first!
❌ Not all plans are good for teachers. ✅ Learn what paperwork you need & how to pick the right vendor.
🎧 Our latest podcast breaks it all down.
Listen now: https://f.mtr.cool/heygodtzeg
#403bwise #SmartInvesting #EducatorFinance
❌ Not all plans are good for teachers. ✅ Learn what paperwork you need & how to pick the right vendor.
🎧 Our latest podcast breaks it all down.
Listen now: https://f.mtr.cool/heygodtzeg
#403bwise #SmartInvesting #EducatorFinance
Roth IRA vs. 403(b) - which one is better for YOU?
Emily breaks down the key differences & what every educator should know before choosing where to invest for retirement.
→ Tax-free growth?
→ Employer match?
→ Which option wins for your future?
👆 Watch now and get the clarity you need.
#403bwise
Emily breaks down the key differences & what every educator should know before choosing where to invest for retirement.
→ Tax-free growth?
→ Employer match?
→ Which option wins for your future?
👆 Watch now and get the clarity you need.
#403bwise
August 30, 2025 at 1:03 PM
Roth IRA vs. 403(b) - which one is better for YOU?
Emily breaks down the key differences & what every educator should know before choosing where to invest for retirement.
→ Tax-free growth?
→ Employer match?
→ Which option wins for your future?
👆 Watch now and get the clarity you need.
#403bwise
Emily breaks down the key differences & what every educator should know before choosing where to invest for retirement.
→ Tax-free growth?
→ Employer match?
→ Which option wins for your future?
👆 Watch now and get the clarity you need.
#403bwise
You spent decades saving. Now what?
Withdrawal strategy in retirement is EVERYTHING—and most people get it wrong.
This week’s Weekend Wisdom features Nick Maggiulli’s powerful take:
➡️ https://ofdollarsanddata.com/whats-the-best-withdrawal-strategy-in-retirement/
#403bwise
Withdrawal strategy in retirement is EVERYTHING—and most people get it wrong.
This week’s Weekend Wisdom features Nick Maggiulli’s powerful take:
➡️ https://ofdollarsanddata.com/whats-the-best-withdrawal-strategy-in-retirement/
#403bwise
June 7, 2025 at 2:02 PM
You spent decades saving. Now what?
Withdrawal strategy in retirement is EVERYTHING—and most people get it wrong.
This week’s Weekend Wisdom features Nick Maggiulli’s powerful take:
➡️ https://ofdollarsanddata.com/whats-the-best-withdrawal-strategy-in-retirement/
#403bwise
Withdrawal strategy in retirement is EVERYTHING—and most people get it wrong.
This week’s Weekend Wisdom features Nick Maggiulli’s powerful take:
➡️ https://ofdollarsanddata.com/whats-the-best-withdrawal-strategy-in-retirement/
#403bwise
🍀 Looking for a Pot of Gold in your 403(b)?
High-fee plans = leprechaun trickery.
Low-fee, green-rated vendors = the real treasure! 💰
🌈 Find yours NOW: https://403bwise.org/advocacy/rating_system
#403bwise #SmartInvesting #FinancialFreedom
High-fee plans = leprechaun trickery.
Low-fee, green-rated vendors = the real treasure! 💰
🌈 Find yours NOW: https://403bwise.org/advocacy/rating_system
#403bwise #SmartInvesting #FinancialFreedom
March 17, 2025 at 10:01 PM
🍀 Looking for a Pot of Gold in your 403(b)?
High-fee plans = leprechaun trickery.
Low-fee, green-rated vendors = the real treasure! 💰
🌈 Find yours NOW: https://403bwise.org/advocacy/rating_system
#403bwise #SmartInvesting #FinancialFreedom
High-fee plans = leprechaun trickery.
Low-fee, green-rated vendors = the real treasure! 💰
🌈 Find yours NOW: https://403bwise.org/advocacy/rating_system
#403bwise #SmartInvesting #FinancialFreedom
Happy Fin Lit month! Fin lit tip #2 comes from the great investor Warren Buffett who said: "In my view, for most people, the best thing to do is own the S&P 500 index fund." Lesson:
Anyone can build wealth over time with a diversified, low-cost mutual fund or ETF.
#403bwise #financialliteracy
Anyone can build wealth over time with a diversified, low-cost mutual fund or ETF.
#403bwise #financialliteracy
April 23, 2025 at 8:01 PM
Happy Fin Lit month! Fin lit tip #2 comes from the great investor Warren Buffett who said: "In my view, for most people, the best thing to do is own the S&P 500 index fund." Lesson:
Anyone can build wealth over time with a diversified, low-cost mutual fund or ETF.
#403bwise #financialliteracy
Anyone can build wealth over time with a diversified, low-cost mutual fund or ETF.
#403bwise #financialliteracy
Who doesn't want LOWER taxes?!
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
March 30, 2025 at 6:02 PM
Who doesn't want LOWER taxes?!
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
Worried about the US stock market?
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #stockmarket
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #stockmarket
March 20, 2025 at 5:34 PM
Worried about the US stock market?
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #stockmarket
#403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #stockmarket
Keynote by Dan Otter & Scott Dauenhauer of 403bwise was illuminating and worth every second.
TEACHERS AND EDUCATORS: do you know your district vendor's reputation? And what to do if you're stuck in a bad plan? 403bwise.org/advocacy/rat...
#EduSky #FinLitMonth
TEACHERS AND EDUCATORS: do you know your district vendor's reputation? And what to do if you're stuck in a bad plan? 403bwise.org/advocacy/rat...
#EduSky #FinLitMonth
Our Rating System Explained :: 403bwise
403bwise.org
April 13, 2024 at 7:29 PM
Keynote by Dan Otter & Scott Dauenhauer of 403bwise was illuminating and worth every second.
TEACHERS AND EDUCATORS: do you know your district vendor's reputation? And what to do if you're stuck in a bad plan? 403bwise.org/advocacy/rat...
#EduSky #FinLitMonth
TEACHERS AND EDUCATORS: do you know your district vendor's reputation? And what to do if you're stuck in a bad plan? 403bwise.org/advocacy/rat...
#EduSky #FinLitMonth
Recession worries? Learn which investments offer stability when the economy slows.
Amy Arnott of Morningstar breaks it down.
Smart strategy matters more than ever.
🔗 https://www.morningstar.com/portfolios/best-investments-own-during-recession
#403bwise #RecessionReady #SmartInvesting
Amy Arnott of Morningstar breaks it down.
Smart strategy matters more than ever.
🔗 https://www.morningstar.com/portfolios/best-investments-own-during-recession
#403bwise #RecessionReady #SmartInvesting
March 29, 2025 at 3:02 PM
Recession worries? Learn which investments offer stability when the economy slows.
Amy Arnott of Morningstar breaks it down.
Smart strategy matters more than ever.
🔗 https://www.morningstar.com/portfolios/best-investments-own-during-recession
#403bwise #RecessionReady #SmartInvesting
Amy Arnott of Morningstar breaks it down.
Smart strategy matters more than ever.
🔗 https://www.morningstar.com/portfolios/best-investments-own-during-recession
#403bwise #RecessionReady #SmartInvesting
🚨 Tennessee just passed a law that gives high-cost financial companies the right to access teachers on campus.
Why? Because lobbying works—and reform threatens their commissions.
👆 Link in bio
#403bwise
Why? Because lobbying works—and reform threatens their commissions.
👆 Link in bio
#403bwise
June 6, 2025 at 2:05 PM
🚨 Tennessee just passed a law that gives high-cost financial companies the right to access teachers on campus.
Why? Because lobbying works—and reform threatens their commissions.
👆 Link in bio
#403bwise
Why? Because lobbying works—and reform threatens their commissions.
👆 Link in bio
#403bwise
60% of our A-rated school districts are in Wisconsin. Why?
✅ Low-fee options
✅ Transparent vendors
✅ Educator-first planning
🔍 See how your district compares: https://403bwise.org/advocacy/search_district_plans
#403bwise #EducatorEmpowerment #RetirementSavings
✅ Low-fee options
✅ Transparent vendors
✅ Educator-first planning
🔍 See how your district compares: https://403bwise.org/advocacy/search_district_plans
#403bwise #EducatorEmpowerment #RetirementSavings
April 8, 2025 at 9:26 PM
60% of our A-rated school districts are in Wisconsin. Why?
✅ Low-fee options
✅ Transparent vendors
✅ Educator-first planning
🔍 See how your district compares: https://403bwise.org/advocacy/search_district_plans
#403bwise #EducatorEmpowerment #RetirementSavings
✅ Low-fee options
✅ Transparent vendors
✅ Educator-first planning
🔍 See how your district compares: https://403bwise.org/advocacy/search_district_plans
#403bwise #EducatorEmpowerment #RetirementSavings
Anchorage School District = 🔥
A-grade, single vendor 403(b).
Low fees. Simple choices.
If #Alaska can do it, why can’t your district?
https://403bwise.org/advocacy/district_plan/Anchorage%20School%20District/0200180
#403bwise #TeacherFinance #DistrictSpotlight #InvestBetter #AlaskaEducators
A-grade, single vendor 403(b).
Low fees. Simple choices.
If #Alaska can do it, why can’t your district?
https://403bwise.org/advocacy/district_plan/Anchorage%20School%20District/0200180
#403bwise #TeacherFinance #DistrictSpotlight #InvestBetter #AlaskaEducators
May 13, 2025 at 10:02 PM
Anchorage School District = 🔥
A-grade, single vendor 403(b).
Low fees. Simple choices.
If #Alaska can do it, why can’t your district?
https://403bwise.org/advocacy/district_plan/Anchorage%20School%20District/0200180
#403bwise #TeacherFinance #DistrictSpotlight #InvestBetter #AlaskaEducators
A-grade, single vendor 403(b).
Low fees. Simple choices.
If #Alaska can do it, why can’t your district?
https://403bwise.org/advocacy/district_plan/Anchorage%20School%20District/0200180
#403bwise #TeacherFinance #DistrictSpotlight #InvestBetter #AlaskaEducators
Stock Market worry? Don’t panic.
Emily explains why riding out the ups and downs of the stock market is key to long-term investing success.
Patience beats panic every time.
👆 Watch now to learn how smart investors stay steady.
#403bwise #StockMarketTips #InvestSmart #TeacherFinance
Emily explains why riding out the ups and downs of the stock market is key to long-term investing success.
Patience beats panic every time.
👆 Watch now to learn how smart investors stay steady.
#403bwise #StockMarketTips #InvestSmart #TeacherFinance
August 29, 2025 at 3:36 PM
Stock Market worry? Don’t panic.
Emily explains why riding out the ups and downs of the stock market is key to long-term investing success.
Patience beats panic every time.
👆 Watch now to learn how smart investors stay steady.
#403bwise #StockMarketTips #InvestSmart #TeacherFinance
Emily explains why riding out the ups and downs of the stock market is key to long-term investing success.
Patience beats panic every time.
👆 Watch now to learn how smart investors stay steady.
#403bwise #StockMarketTips #InvestSmart #TeacherFinance
California dreaming… of fewer 403(b) vendors.
Redlands Unified has over 30 vendors, but just 3 green-rated ones.
Time for a vendor list refresh!
🔗 https://403bwise.org/advocacy/district_plan/Redlands%20Unified/0632070
#403bwise #TeacherRetirement #VendorOverload
Redlands Unified has over 30 vendors, but just 3 green-rated ones.
Time for a vendor list refresh!
🔗 https://403bwise.org/advocacy/district_plan/Redlands%20Unified/0632070
#403bwise #TeacherRetirement #VendorOverload
April 22, 2025 at 10:01 PM
California dreaming… of fewer 403(b) vendors.
Redlands Unified has over 30 vendors, but just 3 green-rated ones.
Time for a vendor list refresh!
🔗 https://403bwise.org/advocacy/district_plan/Redlands%20Unified/0632070
#403bwise #TeacherRetirement #VendorOverload
Redlands Unified has over 30 vendors, but just 3 green-rated ones.
Time for a vendor list refresh!
🔗 https://403bwise.org/advocacy/district_plan/Redlands%20Unified/0632070
#403bwise #TeacherRetirement #VendorOverload
🛡️ Who protects consumers from financial bad actors?
Erin Witte of Consumer Federation of America joins Teach and Retire Rich to share how she’s fighting back.
🎧 Listen now! https://teachandretirerich.libsyn.com/captain-america-of-consumer-protection-367
#403bwise #ConsumerRights #TeacherFinance
Erin Witte of Consumer Federation of America joins Teach and Retire Rich to share how she’s fighting back.
🎧 Listen now! https://teachandretirerich.libsyn.com/captain-america-of-consumer-protection-367
#403bwise #ConsumerRights #TeacherFinance
March 28, 2025 at 11:03 PM
🛡️ Who protects consumers from financial bad actors?
Erin Witte of Consumer Federation of America joins Teach and Retire Rich to share how she’s fighting back.
🎧 Listen now! https://teachandretirerich.libsyn.com/captain-america-of-consumer-protection-367
#403bwise #ConsumerRights #TeacherFinance
Erin Witte of Consumer Federation of America joins Teach and Retire Rich to share how she’s fighting back.
🎧 Listen now! https://teachandretirerich.libsyn.com/captain-america-of-consumer-protection-367
#403bwise #ConsumerRights #TeacherFinance
🚨 EXPOSED: What they really said behind closed doors at the NTSA Conference… and why they don’t want you to hear it. 👀🎙️
Listen now! 🎧https://teachandretirerich.libsyn.com/podcast/category/inside-the-ntsa-summit-conference-366
#403bwise #TeacherFinance
Listen now! 🎧https://teachandretirerich.libsyn.com/podcast/category/inside-the-ntsa-summit-conference-366
#403bwise #TeacherFinance
March 21, 2025 at 7:13 PM
🚨 EXPOSED: What they really said behind closed doors at the NTSA Conference… and why they don’t want you to hear it. 👀🎙️
Listen now! 🎧https://teachandretirerich.libsyn.com/podcast/category/inside-the-ntsa-summit-conference-366
#403bwise #TeacherFinance
Listen now! 🎧https://teachandretirerich.libsyn.com/podcast/category/inside-the-ntsa-summit-conference-366
#403bwise #TeacherFinance
⚠️ Some districts offer great 403(b) plans.
Others are packed with high-fee, sales-driven junk.
Find out which one you’ve got:
https://403bwise.org/advocacy/rating_system
If your district isn’t listed, send us the vendor list—we’ll rate it for free.
#403bwise
Others are packed with high-fee, sales-driven junk.
Find out which one you’ve got:
https://403bwise.org/advocacy/rating_system
If your district isn’t listed, send us the vendor list—we’ll rate it for free.
#403bwise
June 3, 2025 at 10:01 PM
⚠️ Some districts offer great 403(b) plans.
Others are packed with high-fee, sales-driven junk.
Find out which one you’ve got:
https://403bwise.org/advocacy/rating_system
If your district isn’t listed, send us the vendor list—we’ll rate it for free.
#403bwise
Others are packed with high-fee, sales-driven junk.
Find out which one you’ve got:
https://403bwise.org/advocacy/rating_system
If your district isn’t listed, send us the vendor list—we’ll rate it for free.
#403bwise
If you're a teacher or have teachers in your lives you/they are likely being ripped off by 403(b) vendors charging outrageous fees and you should go here to find help getting your money back
403bwise.org
403bwise.org
403bwise: Education, Advocacy, and Community
The K-12 403(b) is broken. Together we can fix it.
403bwise.org
May 18, 2026 at 1:59 PM
If you're a teacher or have teachers in your lives you/they are likely being ripped off by 403(b) vendors charging outrageous fees and you should go here to find help getting your money back
403bwise.org
403bwise.org
Fellow teachers and faculty! Many of you have access to 403b accounts. Learned about this cool website today to find the best company to administer your 403b:
403bwise.org
403bwise.org
403bwise: Education, Advocacy, and Community
The K-12 403(b) is broken. Together we can fix it.
403bwise.org
August 29, 2024 at 12:15 AM
Fellow teachers and faculty! Many of you have access to 403b accounts. Learned about this cool website today to find the best company to administer your 403b:
403bwise.org
403bwise.org
“Maybe I was the problem?”
Dan reflects on his years working with amazing colleagues across multiple states & schools… & shares why finding the right teaching location really does matter!
Big news: Dan & Scott drop a hint about a new project in the works.
🎧 403bwise to Get Wiser? is live now!
Dan reflects on his years working with amazing colleagues across multiple states & schools… & shares why finding the right teaching location really does matter!
Big news: Dan & Scott drop a hint about a new project in the works.
🎧 403bwise to Get Wiser? is live now!
August 4, 2025 at 10:44 PM
“Maybe I was the problem?”
Dan reflects on his years working with amazing colleagues across multiple states & schools… & shares why finding the right teaching location really does matter!
Big news: Dan & Scott drop a hint about a new project in the works.
🎧 403bwise to Get Wiser? is live now!
Dan reflects on his years working with amazing colleagues across multiple states & schools… & shares why finding the right teaching location really does matter!
Big news: Dan & Scott drop a hint about a new project in the works.
🎧 403bwise to Get Wiser? is live now!
Retirees, this one’s for you. 🛑
Should you roll your 403(b) into an IRA? It’s one of the most common questions we get—and Emily is here to break it down.
💡 Your retirement money deserves the best home—make sure you know your options.
#403bwise
Should you roll your 403(b) into an IRA? It’s one of the most common questions we get—and Emily is here to break it down.
💡 Your retirement money deserves the best home—make sure you know your options.
#403bwise
July 31, 2025 at 4:47 PM
Retirees, this one’s for you. 🛑
Should you roll your 403(b) into an IRA? It’s one of the most common questions we get—and Emily is here to break it down.
💡 Your retirement money deserves the best home—make sure you know your options.
#403bwise
Should you roll your 403(b) into an IRA? It’s one of the most common questions we get—and Emily is here to break it down.
💡 Your retirement money deserves the best home—make sure you know your options.
#403bwise
A teacher was threatened by a 403(b) sales rep. 🍕 Equitable finally fired him.
➡️ Hear the full story + how Delaware is doing 403(b)s right.
🎧 New podcast out now.
#403bwise #TeacherFinance #RetirementReform
➡️ Hear the full story + how Delaware is doing 403(b)s right.
🎧 New podcast out now.
#403bwise #TeacherFinance #RetirementReform
July 20, 2025 at 2:24 AM
A teacher was threatened by a 403(b) sales rep. 🍕 Equitable finally fired him.
➡️ Hear the full story + how Delaware is doing 403(b)s right.
🎧 New podcast out now.
#403bwise #TeacherFinance #RetirementReform
➡️ Hear the full story + how Delaware is doing 403(b)s right.
🎧 New podcast out now.
#403bwise #TeacherFinance #RetirementReform