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Teach and Retire Rich - Talking teacher retirement savings plans.

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich - Talking teacher retirement savings plans.
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Oct 7, 2015

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.

Beer
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.

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