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 critique the podcast to date, explain the meaning of the phrase Teach and Retire Rich, discuss recent market volatility, and Scott announces a movement to get a certain financial hero of ours on the podcast.
Dan drinks a Black IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.
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.
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.