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 mentioned in the podcast. Time to Buy! Buy! Buy! (Service Credit, 2025 Edition) (purchasing service credit) Our Current Portfolio and … Continue reading Appeared on the Teach and Retire Rich Podcast

Vanguard Increasing 403b Administrative Fee to $80 a Year

I've written previously about fees associated with tax-advantaged accounts like 401ks, 403bs, and 457bs. For those of you in Colorado PERA, you're lucky enough to have access to PERA's 401k (and, if your district has opted in, to PERA's 457b). Unfortunately, many of the 403b vendors that districts also allow you to sign up with … Continue reading Vanguard Increasing 403b Administrative Fee to $80 a Year

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

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

TL;DR: Financial Literacy for Lousiana Public School Teachers: Optimizing Financial Decisions Based on Your TRSL Benefits

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