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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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Now displaying: May, 2020
May 29, 2020

Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye. 

May 22, 2020

Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products. 

May 15, 2020

Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard. 

May 8, 2020

We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b).

May 1, 2020

Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently. 

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