Podcast appearances and mentions of steve schullo

Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP®, and a member of the 403(b)wise Fiduciary Advisor Directory.     Wealth of Confidence Late Bloomer Millionaire 403(b)wise Fiduciary Advisor Directory 403(b)wise Meridian Wealth Management  

Ten years into his retirement, former LAUSD elementary school teacher and author Steve Schullo, is still fighting the good fight for teacher retirement plans. This go-getter shares the insights from his teaching career and his passion to fix the current 403(b) mess. As the author of Late Bloomer Millionaire, you will learn how Steve's savings and investing plan helped him achieve a healthy nest egg. Listeners will also learn why he wrote Fighting Powerful Interests and the changes he would like to see to the current retirement plans for teachers. The topic of these retirement contribution plans is so near and dear to his heart, and that’s evident from his personal anecdotes and the advice he offers to teachers. Enjoy!

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees.  What is a 457(b)? LAUSD 457(b) Plan FinCon Steve Schullo

Retired teacher Steve Schullo and 403bwise founder Dan Otter share what it is like to lose a spouse. They also discuss the financial implications of losing a loved one.

Dan and Scott interview retired teacher and 403(b) advocate Steve Schullo and husband Dan Robertson. The couple, who co-wrote Late Bloomer Millionaires, share how they met, talk about their financial mistakes and successes, and discuss the financial challenges of same sex couples. Note: Dan Robertson passed away shortly after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

Dan and Scott interview retired Los Angeles teacher Steve Schullo, who almost single-handedly started the 403(b) reform effort. After being duped into buying a high-fee variable annuity as a new teacher, Steve began a decades long effort to help teachers get better investment choices. He's battled administrators, benefits officials, unions, and financial industry lobbyists. Steve, along with husband Dan Robertson, co-wrote Late Bloomer Millionaires which details their investing mistakes and successes. Steve talks about growing up on a farm in northern Wisconsin, his service in Vietnam, teaching, 403(b) advocacy, investing, and meeting his partner Dan Robertson. Note: Dan Robertson passed away not long after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson. Beer Dan (Otter) drinks an Outlaw lager from Rio Grande Brewing Company of Moriarty, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.