Scott and Dan interview District of Columbia teacher turned 403(b) advocate turned advisor Andrew Katz-Moses who wrote an article that details how the financial service industry preys on new District of Columbia Public School employees. They also discuss Scott and Dan's upcoming trip to Washington, D.C.
Scott and Dan discuss strategies the insurance industry uses to hook teachers on their high fee products.
AXA "Advisors" had a seat at the table at the San Francisco Unified School District New Teacher Orientation.
We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.
We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan.
Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).