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Teacher Stories

Glenn, age 48

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As 2nd grade teacher, Glenn teaches 22 second graders reading, writing, math, word study, social studies, and science. He loves getting to know his students and seeing them achieve. His biggest challenge is differentiating multiple subjects.

We asked Glenn some questions about what he knows or wants to know about the 403(b) and saving for retirement, and this is what he said.

On a scale of 1 to 10, with 10 being total understanding, how well do you understand saving for retirement? Why did you pick this number?

I picked 10 because I enjoy personal finance and have read many books on the topic.

What is your biggest money worry?

Pension security.

Do you have a 403(b)? If yes, are you satisfied with your investment? If you do not have a 403(b), why not?

I have a 403(b) with Fidelity. On a scale of 1 to 10, my satisfaction with my 403(b) plan is 10.

What prompted you to start a 403(b)?

I wanted an additional bucket besides my future pension to count on.

Did you ever hear about the 403(b) in your teacher preparation program?


Do you know what a fiduciary financial advisor is? If yes, how would you describe a fiduciary to a colleague?

Yes. Someone who helps you invest your money with your best interest at the forefront.

If you could ask a financial advisor one question what would it be?

Why should I trust you?

Anything else you would like to share with us?

Thanks so much for putting 403bwise.org and the 403bwise.org Facebook Group together. The information you give is so important for educators to know. I'm doing my best to spread the word and direct other educators to your site and the Facebook Group. Thanks again for all that you do!

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