Best 457b Podcasts (2025)

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Ask HTM – Double Dipping Expense Ratios, Wealth Building with High Deductibles, and when 50 Year Mortgages Make Sense #1075 49:40

Play Pause

15h ago49:40

49:40

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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Oops Vanguard Did It Again (#404) 39:32

1h ago39:32

39:32

Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term. April 2025 Admin Fee Increase Et tu, Vanguard pod? Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be c…

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Friday Flight - Political $ Planning, Free Electricity, & Cash is Cringe (plus Instacart Iniquity, Advent Calendars, more...) #1074 35:49

4d ago35:49

35:49

Time for a Friday Flight- our little sampling of the week’s best financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and…

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Jade Warshaw on Escaping the Debt Trap and Rewriting Your Story #1073 49:40

6d ago49:40

49:40

In Greek mythology, Atlas holds the heavens on his shoulders as a punishment from Zeus. And every time you see an image of Atlas, remember the hundreds of millions of Americans who are perpetually burdened by debt. To many of those consumers, the weight of credit cards, personal loans, and car loans feels like an eternal struggle… the new normal wi…

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Ask HTM – Newlywed Downpayment Debate, Good Car Loans, and Failing to Max Retirement Account #1072 50:26

8d ago50:26

50:26

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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It's Becoming a Ritual (#403) 51:16

10d ago51:16

51:16

Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance. Ritual Finance Instagram Bio 2023 Interview Free Retirement Guide Money Guide for CalSTRS Members Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing prese…

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Friday Flight - AI Toys, Homeowners Held Hostage, & Impoverished Americans 37:30

11d ago37:30

37:30

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Gen Z vs. The Old Money Rules w/ Lillian Zhang #1070 53:49

13d ago53:49

53:49

Let’s talk about money and “the youths” today! While a lot of personal finance advice is evergreen and helpful to folks of all ages, it’s also important to reach people where they are and in the way they like to consume information. As middle-aged dads, we hope to stay relevant, but we don’t have the same street cred as our guest today. We’re joine…

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Ask HTM – Mortgage Payoff Loophole, DAFs to Maximize Tax Deductions, and Legally Evading a Medical Bill #1069 51:56

15d ago51:56

51:56

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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Markets Are Frothy and Concentrated. Time to Diversify? (#402) 41:11

14d ago41:11

41:11

The market is largely being driven by a handful of Artificial Intelligence-focused companies. Is it time to diversify? Should You Buy at All-Time Highs? Global Diversification Is Still Working University of Missouri Risk Tolerance Assessment Financial Visualization of Markets (finviz.com) Learned by Being Burned (short pod series about K-12 403(b) …

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Friday Flight: Leftover Turkey Edition! #1068 50:33

18d ago50:33

50:33

We’re taking a moment to slow down and reflect on what HTM listeners are truly grateful for during this busy holiday season. And yes… doing this on Black Friday is intentional. Instead of swapping stories about the hottest deals, we’re choosing to hit pause on consumption and appreciate what we already have. We also want to connect the dots between…

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The World Is Getting Better w/ Marian Tupy #1067 53:24

20d ago53:24

53:24

Though it seems like the world is in shambles, humanity has progressed quite impressively when you look at virtually any length of history. Our modern society has produced a slew of nice things that would have been hard to fathom 50 years ago, much less 250 years ago- smartphones, duct tape, GPS. They’ve all, to greater or lesser degrees, made our …

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Ask HTM - Filing a Claim for a New Roof, Rebalancing Away from Tech/AI, & Taking Advantage of a Health Reimbursement Arrangement #1066 52:42

22d ago52:42

52:42

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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Catch-up (Contributions) If You Can (#401) 33:51

22d ago33:51

33:51

Age-50 contributions are changing in 2026. Here's what you need to know. Treasury, IRS Issue Final Regulations on New Roth Catch-Up Rule Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know (Kiplingers) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing pre…

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Friday Flight - Soft Switching, Tariff Turnaround, & Ozempic Face #1065 39:51

25d ago39:51

39:51

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Episode 82: Navigating Market Shifts with Jim Underwood 33:36

26d ago33:36

33:36

In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick sit down with Jim Underwood, CAPTRUST's head of portfolio management, to unpack the latest trends shaping financial markets and what they mean for retirement plan sponsors. From Federal Reserve rate cuts and inflation outlooks to equity market concentration and global investmen…

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Don’t Let Taxes Terrify You w/ Hannah Cole #1064 56:49

27d ago56:49

56:49

“Taxes for creatives” could have also been the title of this episode, giving the more entrepreneurially minded the boost they need to officially launch a little business they’ve been considering. But for most folks the topic of taxes isn’t comforting, it’s straight up terrifying… even though it shouldn’t be. Today’s guest, Hannah Cole, is on a miss…

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Ask HTM - Vital Home Reno or Moving Factors, Dropping Credit Without Dinging Your Score, & Student Loan Forgiveness or Payoff #1063 48:40

29d ago48:40

48:40

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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More Dirty Little Secrets of Medicare "Advantage" (#400) 1:09:21

23d ago1:09:21

1:09:21

Lucretia Ryan of Financial Freedom for Women shares the tricks and traps of Medicare "Advantage" in this recorded 403bwise Event. Financial Freedom for Women Presentation Slides Video of Presentation Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be co…

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Friday Flight - Forever Mortgages, Ruining Reward Cards & Free Tax Filing Fail #1062 36:10

1M ago36:10

36:10

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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How AI Will Impact Your Investments w/ Vanguard's Joe Davis #1061 53:08

1M ago53:08

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Everywhere you look, people are talking about AI. Some say it’s going to save the world; others think it might break it. But while the headlines focus on sci-fi futures and big-tech battles, we’re interested in something a little closer to home: what does all of this actually mean for us as everyday, DIY investors – today, and over the next decade?…

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Ask HTM - Open Enrollment Entanglements, Worthwhile BNPL Scenarios, & Continuing to Investing with Outstanding Debt #1060 50:39

1M ago50:39

50:39

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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TPA Pushes Back on Single Vendor Plan (#399) 31:29

1M ago31:29

31:29

Baltimore City Public Schools is going single vendor. Third-party administrator Omni-TSACG who oversees the current plan that features numerous red-rated vendors is sad. Current Baltimore City Public Schools vendor list Omni-TSACG letter Scott's Rebuttal to Omni-TSACG letter Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwi…

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Friday Flight - Ridiculous Car Refinancing, Occupation Consternation, & Ads Everywhere #1059 35:50

1M ago35:50

35:50

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Work Less, Live More w/ Juliet Schor #1058 56:20

1M ago56:20

56:20

Nearly 100 years ago, economist John Maynard Keynes predicted that we’d be working 15-hour weeks by now due to gains in productivity and technology. Tim Ferriss claims that you can pretty much do it all in a 4-hour workweek! Neither of those seem plausible but our guest today takes a much more reasonable approach and says that 4-day work weeks are …

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Ask HTM - Spending on a Tax Pro, Frugal Practices for Millionaires, & Ending a Termite Bond #1057 45:33

1M ago45:33

45:33

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
4 Ghoulishly Good Stories (#398) 32:47

1M ago32:47

32:47

Tricks and Treats: Vanguard in a little hot water; Florida doing the right thing; NEA Member Benefits targeted; Equitable doing Equitable things. Vanguard Conflicted Florida Putting State 457(b) Out to Bid Congress Investigating NEA Member Benefits Equitable Doing Equitable Things Joey Running Tribute Learned by Being Burned (short pod series about…

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Friday Flight - Discount Burnout, Bubble Trouble, & Rejoicing Renters (plus roadkill, gold bars, more...) #1056 34:42

2M ago34:42

34:42

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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DIY or Delegate: the Financial Advisor Conundrum w/ Pam Krueger #1055 1:01:49

2M ago1:01:49

1:01:49

A financial advisor WON’T magically fix your money problems, but many folks assume that by hiring a professional, they’re well on their way to financial success. Maybe, but maybe not, because a bunch of different factors come into play. And who better to have this discussion with other than award-winning investor advocate and financial educator Pam…

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Ask HTM – Sinking Funds for BIG Purchases, PTO Advances, & Investing for Early Retirement #1054 52:54

2M ago52:54

52:54

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

51
Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397) 33:13

2M ago33:13

33:13

Dan's wife, Amanda, had more than $50,000 withheld from her 401(k) plan. This wasn't money that was a match. It was her money. She was recently featured in a Wall Street Journal story on 401(k) theft. Scott and Dan discuss the story. Her 401(k) Contributions Vanished—and Her Company Had No Answers (WSJ) Search 401(k) Form 5500 Filing Learned by Bei…

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Friday Flight - Moneyless Millionaires, Credit Card Churning & AI Goes E-Commerce #1053 38:19

2M ago38:19

38:19

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Episode 81: Portability Services Network Update with Neal Ringquist 28:05

2M ago28:05

28:05

In this episode of Revamping Retirement, hosts Audrey Wheat and Peter Ruffel welcome back Neal Ringquist, executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep dive into auto portability and the Portability Services Network (PSN). Neal explains how auto portability enables seamless retirement balance transfers b…

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Can Love Survive a Budget!? w/ Doug & Heather Boneparth #1052 57:47

2M ago57:47

57:47

Figuring out your money is tough enough if you’re flying solo. Doing it with your partner ramps up the difficulty level because you're throwing in varied money history, habits, and goals. It can create a lot of friction! Our guests today have a lot of great advice for couples looking to do better with their finances and create a ‘team vibe’ with th…

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Ask HTM - Medium-Term Investing Conundrums, Naughty Credit Card Behavior, & Vapid Vesting Periods #1051 52:10

2M ago52:10

52:10

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
Flipping the Switch From 403(b) Saver to Post-Career Spender (#396) 55:41

2M ago55:41

55:41

Barb O'Neill, CFP®, AFC®, walks us through 403(b) withdrawal strategies in retirement. Transitioning From 403(b) Saver to Post-Career Spender (blog post w/resources) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advic…

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Friday Flight - Accidental Landlords, Debilitating Debt & The WFH Premium #1050 41:25

2M ago41:25

41:25

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Money Truths You Won’t Hear Anywhere Else w/ Len Penzo #1049 53:33

2M ago53:33

53:33

Our guest today is a self professed personal finance oddball! Len Penzo spent 35 years in the aerospace industry before retiring at age 58 as an electrical engineer. Along the way he launched LenPenzo.com in December 2008 (he even helped to give Joel a start writing personal finance content back in the day). Since then, the blog has drawn millions …

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Ask HTM – Quick Cash with eBay, Making Quarterly Estimates, & a Home Appraisal Goes Awry #1048 50:32

2M ago50:32

50:32

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
He Makes His Young Kids Listen to Our Pod (#395) 48:38

2M ago48:38

48:38

We had a blast speaking with North Carolina educator/retirement plan advocate, Daniel Noles. Not only is he helping colleagues get wise to saving for retirement, he makes his own kids listen to our pod. But don't hold that against him! As he closes in on retirement he's considering a second act as a financial advisor. Gaston County Schools - D plan…

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Friday Flight - Refi Revival, Delay Pay Disaster, & Landline Love! #1047 38:01

2M ago38:01

38:01

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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The Demographic Dilemma and Your Dollars w/ Melissa Kearney #1046 57:48

2M ago57:48

57:48

“Demographics are destiny” is a phrase we’ve all heard. And while the future of America isn’t a foregone conclusion, declining birth rates, rising inequality, and the dramatic increase of single-parent households are having a profound impact on our society, impacting the overall economy. With all of this in mind, another question is raised: how sho…

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Ask HTM - Avoiding the Credit Card Burn, Timing a HELOC, & Solar to Retire Sooner #1045 52:11

2M ago52:11

52:11

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

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Stocks and Music Unscripted (#394) 1:02:57

2M ago1:02:57

1:02:57

Jeff Santoro is an educator from New Jersey and Jason Hall is a financial writer and analyst. Together they host the Investing Unscripted podcast. We talk about getting wise to saving, music, and even engage in a little stock picking. Investing Unscripted West Windsor-Plainsboro Regional School District Learned by Being Burned (short pod series abo…

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Friday Flight - Underwater Autos, Freelancing FTW, & E-Fund Idiocy #1044 37:12

2M ago37:12

37:12

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

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Pulling the Most Powerful Money Levers w/ Professor Kristen Carioti #1043 55:03

3M ago55:03

55:03

Our guest today says, “you can’t transform the world if you’re living paycheck to paycheck.” We couldn’t agree more! And money literacy is at the heart of avoiding that fate. Not only did Professor Kristen Carioti literally write the personal finance textbook, but she also found a way to make personal finance classes a requirement at her school, Mo…

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Episode 80: DC Plan Trends with T. Rowe Price 37:16

2M ago37:16

37:16

In this episode of Revamping Retirement, CAPTRUST's Matt Patrick and Audrey Wheat are joined by Jessica Sclafani, senior defined contribution strategist at T. Rowe Price, to unpack key findings from the 2025 DC Consult Study. Sclafani highlights the slow but steady shift toward actionable retirement income solutions and the increased attention to i…

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Ask HTM - Break-Even Bank Switch, Doubling Down on a 457b, & Financing an ADU for Extra Cash #1042 56:42

3M ago56:42

56:42

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
Remembering Jonathan Clements (#393) 19:36

3M ago19:36

19:36

We share our recollections of, and interactions with, the former Wall Street Journal columnist, founder of HumbleDollar.com, and friend of 403bwise. No Regrets Farewell Friends Thank You, Jonathan Podcast with Jonathan Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or di…

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Friday Flight - 'Just In Case' Planning, Consumer Caste System, & Credit Scores Crashing #1041 38:27

3M ago38:27

38:27

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…