Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

  • 00:08 Social Security and teacher pensions
  • 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
  • 14:04 What to do with a bad 403(b) vendor?
  • 19:45 Which vendors should I lobby my district to add?
  • 23:17 Dan’s beer name ideas
  • 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
  • 27:34 Scott comes up with name of 403(b) themed brewery
  • 29:05 What to do with bonds in a rising interest rate environment?
  • 40:20 Dan comes up with more beer names

  • 403bwise Events

  • What is a 403(b)? (video)
  • Meridian Wealth Management
  • 403bwise.org