Dan and Scott interview Dave Grant, a Certified Financial Planner who specializes in working with teachers. Dave grew up in England and came to the United States because of a girl — a teacher — who is now his wife. Dave talks about his business model, working with teachers, and a new financial initiative he just launched called: The Finance for Teachers Network (FFTN). The goal of the network is to bring educator-focused financial advisors from across the United States into one place to learn best practices from each other, understand how to further their skills in working with K-12 and college educators, and get coaching in how to serve more educators than they currently are.
Dan drinks a Bosque Lager from Bosque Brewing of Albuquerque, NM.; Scott drinks an Arrogant Bastard Ale from Stone Brewing of San Diego, CA.
Dan and Scott interview Mark Luckinbill of Aspire Financial Services. Mark is head of 403(b), 457(b) and IRA products for Aspire. One way to describe the firm is an aggregator of mutual fund companies and investment products. Through the Aspire platform educators or staff can get access to most of the popular mutual fund companies including low cost, no-load funds like Fidelity and Vanguard. Aspire is available in more than 3,500 school districts across the country.
Dan drinks a Pumpkick Ale from New Belgium Brewing of Fort Collins, CO; Scott — in our continued effort to "Draft" Massachusettes Senator Elizabeth Warren" to share a beer with us and discuss financial issues — drinks a Downtime Pilsner from The Boston Beer Company of Boston, MA.; Mark drinks a Freak of Nature Double IPA from Wicked Weed Brewing Craft Beer of Asheville, NC.