Helping to deliver peace of mind to educators and their families that their finances are in order, so they can focus their time, money, energy, and attention on what matters most to them.
Featured on the Teach and Retire Rich Podcast
During the interview, we discussed the benefit of school districts having a single vendor for their retirement plans, and I was able to share the story of how my school district, School District U-46, did right by their employees by putting out an RFP, getting a competitive offer, and bringing on Corebridge Financial to provide a fiduciary service that focuses on educating our employees about their retirement.
We also discussed SB0734, sponsored by Senator Michael W. Halpin and Senator Stephanie Kifowit, how it will hurt retirement plans for 27 of the largest school districts in Illinois (omitting Chicago Public Schools), and how we need more constituents contacting legislators to have our voice heard. I hope that listeners find our conversation informative, engaging, and that more teachers and other members of the community join the efforts of 403bwise.org to help fix K-12 retirement plans across the nation.
Mr. Whelan Financial does -
Education - Coaching - Planning
and believes in the fiduciary standard where all advice is in the clients best interest.