Shady Bid"ness"? (#304)

Teach and Retire Rich

Did a Southern California benefits consortium fail to act in the best interests of educators? Normally we drop our pods on Friday morning. But this is a time-sensitive episode because of a meeting that will occur Friday, January 12th at 11am PST. In our opinion a Southern California consortium has failed to act in the best interests of educators. We describe the issue in this episode in the hope that educators and others will weigh in by submitting written comments before the meeting and/or attend the meeting via Zoom, which we readily acknowledge is very difficult given teaching schedules.

• FBC Board of Directors 1/12/24 Meeting (Zoom link) Meeting ID: 829 1185 8849 Password: 363162
• 403bwise.org Comments Submitted to FBC Board
• San Diego County Schools Retirement Program Outsources Financial Advisers
• 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®).