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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: August, 2022
Aug 12, 2022

In the wake of the SEC's settlement with Equitable Financial we are getting a lot of inquiries about how to find the right kind of financial advice. 

Aug 5, 2022

Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees."

We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees?

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