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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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
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Now displaying: May, 2022
May 27, 2022

Student loan experts David Gourley and Mychal Eagleson, CFP® discuss a time-sensitive student loan provision that could save borrowers thousands of dollars. 

May 20, 2022

At what price point does it make sense to invest in a taxable brokerage account over a pre-tax 403(b)?

May 13, 2022

Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness.

 

May 6, 2022

The market is off close to 13% year-to-date. We discuss why this might not be such a bad thing.  

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