The Voices of Experience

Helping Public K-12 Educational Colleagues Who Teach Our Children Understand and Succeed with Volunteer Retirement Plans, 403(b) and 457(b).

News & Updates

The Latest from the Late Bloomer Millionaires

Announcement: Investment Workshop for Los Angeles Teachers

Announcement: Investment Workshop for Los Angeles Teachers

Posted by Steve Schullo, PhD on Sep 16, 2017

LAUSD Employees! Another personal finance workshop that you must attend. As will all of the past workshops offered, it is packed full of good information about how to invest and plan for retirement, use of CalSTRS’ 403bcompare.com, and how one of our colleagues used to be in the financial industry but decide to work with children. Read with participants said about previous investment workshops.

Book Review: “The Wisdom of Finance”

Book Review: “The Wisdom of Finance”

Posted by Steve Schullo, PhD on Sep 6, 2017

After reading Dr. Desai’s excellent book twice, I could still benefit from a book club discussion to comprehend the enormous challenges that “The Wisdom of Finance” takes on. Thus, I present an amateur review of a complex problem from a do-it-yourselfer (DIY) regular investor. But the implications of combining humanity and finances have never been greater. The world is changing, the financial industry and the humanities had better get prepared for this inevitable evolution.

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