Announcing the Teachers (b) Planning Podcast

We are happy to announce our new podcast: Teachers (b) Planning. While there are a gazillion podcasts out there, ours is a bit different. We deal specifically with the problems (too numerous to mention here) that are inherent in most K-12 public school 403(b) retirement plans. Simply put, most teachers’ investment options really suck. The good news is: they don’t have to.

We plan to not only point out the problems, but also provide action plans for solutions.

Dina and I will be working with Scott Dauenhauer at 403bwise.   He is a renowned expert in this field and has been quoted in such publications as The New York Times, The Wall Street Journal, The Los Angeles Times and many others.

He published a book appropriately titled Wild West: Providing Fiduciary Advice to Public School Employees. Scott is also a terrific advisor and was recently named by Investopedia as one of The Top 100 Most Influential Financial Advisors.

On top of all this, Scott is a great guy and works tirelessly to reform an industry that often displays all of the worst characteristics of financial services.

More important, Scott is a pretty funny. His stories of crashing various insurance awards ceremonies are alone worth listening to this podcast. We are so excited to collaborate with our friends at 403bwise. They are the original gangstas of this reform movement and have been fighting the good fight for almost two decades.

Each week we will focus on a different investment or financial planning topic. More importantly, we will explain these things in plain language. Teachers (b) Planning is a jargon-free zone.

We will also devote a significant amount of time to the very specific issues women face in planning for retirement.   And, instead of having this discussion between two middle-aged white guys (like me and Scott), Dina will offer her insights.  About 75% of public school teachers are female. We could not address 403(b)s without focusing on the role of gender in investing.

We will also offer up social media “follow of the week,” which will highlight good people who are doing the right things for investors.  Some weeks we will have special guests, including a few who might not necessarily agree with us. This should make for some interesting listening.

If you are a teacher or just someone who wants to learn how to save for your retirement in a language you can understand, give us a listen.

If you know a teacher, please forward this to them. You might just change their financial life for the better.

We will record a new podcast every two weeks. Sign up for my newsletter and be sure to get it.

Click here to listen to our first episode.  Let us know what you think and feel free to send in your questions.

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