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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. 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
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Now displaying: June, 2021
Jun 25, 2021

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students. 

https://www.feelgoodteaching.com/
https://403bwise.org/

 

Jun 18, 2021

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jun 11, 2021

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jun 4, 2021

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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