Retirement Planning Savings Plans All Day Investment Workshop Results LAUSD/UTLA 403b/457b Investing Workshop Saturday, November 15, 2014 Here were the workshops presented: Rick Rodgers Keynote and Lunch time talk Art Wexler 457b Presentation Teacher Crystal Mendez’s Story, how she saved $160,000 by age 33. Retired Teachers Steve Schullo/Dan Robertson (Financial Journey with 403b/457b plans). What …
Another great 403b/457b workshop is scheduled for Saturday, November 15 at United Teachers Los Angeles Headquarters. It’s another all day event with several presenters including Dan and I with light breakfast and FREE LUNCH! Dan and I will show and discuss what we did to plan for our retirement as teachers. We will also discuss …
Los Angeles Unified/Teachers Union Investment Planning Workshop November 15 Read More »
A teacher colleague of mine was rejected when asking for financial help because the advisor told my reader that “…a lot of financial advisers don’t like to take hourly work.” Wow! This adviser’s comment is absolutely against Garrett’s founder Sheryl Garrett mission statement about fee-only, hourly work. For the record, this adviser has been taken off the Garrette Planning Network.
Read this short story, and you will discover how to best approach and interview a potential adviser and if something goes array you can report a complaint.
Portfolio Evaluation Anybody? Listen to my friend Ron DeLegge of the Index Investing Show evaluate a listener’s portfolio. Ron just did his weekly Portfolio Report Card on a $95,0000 retirement portfolio for Charles – a farmer, in Sweetwater, OK. If you want your portfolio evaluated, send your request to Ron and he will do it …
Question: Why would anybody use a retirement plan that generates the most customer complaints according to a federal watch dog, FINRA? Answer: Complaints or not, my profession, prek-12 teachers, sign up with tax shelter annuities by the tens of thousands because the they don’t know of the high costs, that annuities are inappropriate retirement plans …
Which retirement plan records the most customer complaints? Read More »
Hi, We have not provided an update to our portfolio since we published our book 1.5 years ago. In the last two years, our portfolio has performed so well, we finished remodeling our house with new AC and a master bath and our portfolio has remained the same! Our purpose now is to show how …
Our Portfolio Mid-Year 2014 Evaluation and Performance Read More »
The future of the financial system will be smaller, leaner, low-cost, and less complex (thank goodness!). Currently, the vast majority of retirement plans (403b, 401k, 457b*) are big, fat, high-cost and way too complex. Retirement planning should be about as difficult to discover and learn as our first day on the job. For teachers it …
Hi READERS, Notice to readers. These chapters are an early version of my new book without the 17 appendices, glossary, financial pod casts and other information in the 2nd half of the book. For the finished and completed published book, go to the home page and obtain the free pdf. DO NOT GO TO AMAZON! …
Stock Market Reaching New Highs! Isn’t the stock market going crazy! Our portfolio has made up about a 30% of the cost of purchasing our new Tesla electric car since we bought it two months ago. That’s how wealth building works with investments that grow with the economy (annuities don’t). If the market continues to …
Subtitle: Educators Challenged Tax-sheltered Annuities and WIN! Notice to readers. These chapters are an early version of this book without the 17 appendices, glossary, financial pod casts and other information in the 2nd half of the book. For the finished and completed published book, go to the home page and obtain the free pdf, click …