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Podcasts de 403b

Episode 37: Financial Infidelity

Melissa calls in looking for advice on how much to put into a retirement fund when her company...

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Episode 24: When You Get on a Budget, You’re Going to Get a Raise!

Christy has questions about tithing. She and her husband tithe and give to her church’s building...

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Ron D. Analyzes & Grades a $5.2 million portfolio + the 411 on Chinese A-shares

In this episode, host Ron DeLegge does a Portfolio Report Card on a $5.2 million investment...

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Episode 29: Teaching Financial Literacy in an Inner City Public School

Dustin Voss began teaching in 2007 in Chicago Public Schools. After his first year of teaching at...

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Episode 31: Teaching and Saving in Higher Ed

Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a...

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Episode 32: How a 7th Grade Teacher Got a Better 403(b) Vendor

Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer...

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Episode 34: Higher Ed Retirement Plan Lawsuits

We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and...

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Episode 35: Ed Derman of CalSTRS

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief...

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Episode 36: Dina and Tony Isola of Ritholz Wealth Management

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up...

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Episode #37: From PhD to Life

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals"...

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Episode #38: The New York Times Drops the Hammer on the Public 403(b)

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first...

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Episode #39: Live at FinCon16

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified...

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Episode #40: Mellody Hobson of Ariel Investments

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance,...

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Episode #41: A 23-Year-Old Student Teacher Talks Savings

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be...

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Episode #42: The Millionaire Educator's Big Life Move

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife...

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Episode #43: Two Educators Get Wise

Christina and Matt, two New York educators who live in Connecticut, discuss past investing...

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Episode #44: New NY Times 403(b) Article

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their...

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Episode #45: Fighting to Save the Fiduciary Rule

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and...

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Episode #46: Professor Financial Literacy

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the...

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6 Steps To Get Super Rich & Work Your Wealth - 109

Mary Beth Storjohann, author of Work Your Wealth, helps millennials wrap their heads around...

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