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.
Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years.