Month: March 2023

New Book: TL;DR: Financial Literacy for Alaska Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits

I just wanted to share my latest book, this one written with Traci Sanders for teachers in Alaska Public Schools, focusing on financial literacy and making the most of their TRS pension benefits. Please consider sharing with any teachers you know in Alaska. This is the latest in the TL;DR Financial Literacy series. If you … Continue reading New Book: TL;DR: Financial Literacy for Alaska Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits →

Why You Should Leave Verizon (and T-Mobile, and Probably Your Cell Phone Carrier)

Much like my recent post about switching banks, many (most?) folks don't think very much about their cell phone carrier. Much like with their bank, many people originally picked a carrier and have just stuck with them. They haven't looked closely at whether the carrier they are with is the best one for their needs, … Continue reading Why You Should Leave Verizon (and T-Mobile, and Probably Your Cell Phone Carrier) →

Why You Should Leave Wells Fargo (and Chase, and Probably Your Bank)

One of the first topics we cover in my financial literacy class for teachers is bank accounts. Many participants later admit that they rolled their eyes a bit about this topic when they first saw it. Checking and savings accounts? What's to learn? As it turns out, many of them learn enough to make them … Continue reading Why You Should Leave Wells Fargo (and Chase, and Probably Your Bank) →

Inherited IRAs and the Sidedoor 401k/403b/457b/IRA/HSA

Recently I’ve suggested to two different people something they might want to consider regarding an IRA they have inherited from a parent. While this strategy seems pretty straightforward to me, it was very much a surprise to them so I thought it might be worth a quick blog post (well, "quick" for me :-). This … Continue reading Inherited IRAs and the Sidedoor 401k/403b/457b/IRA/HSA →

A Not So Modest Proposal: Teach My Financial Literacy for Educators Class

So I'm not quite sure how to do this without it seeming like I'm bragging. And, in a way, I am, but there is a higher purpose here, so please bear with me. Here are three recent reviews from teachers who just completed the latest section of my financial literacy class for Colorado educators: Now, … Continue reading A Not So Modest Proposal: Teach My Financial Literacy for Educators Class →