Retired educator is prolific writer of state specific retirement guides for teachers (40 and counting); he's running for a seat on the Colorado PERA Board of Trustees; and he writes engaging and educational retirement planning material that he makes available for free. We discuss all of this and more.

• Fisch Financial
• Karl's State Specific Retirement Guides for Educators
• LA Wildfire Relief
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts.

• Vanguard to Pay More than $100 Million Over Target Date Violations
• US Inflation Calculator
• 403bwise Vendor Grades
• LA Wildfire Relief
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains.

• FINRA Broker Check
• LA Wildfire Relief
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).