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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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Jan 3, 2020

Teacher Chris Nye, who we are dubbing the "403(b) Guy" is remarkable. Not only has he gotten better vendor choices for his district, he has helped countless teachers via educational workshops and one-on-one meetings. 

  • 06:00 AXA guy cometh
  • 07:02 Need 25 colleagues interested to add T. Rowe Price
  • 08:27 Educating colleagues
  • 11:06 Helping colleagues get out of bad choices
  • 11:56 Colleague inspired to add Vanguard
  • 13:35 How to become a 403(b) advocate
  • 17:40 Importance of investing costs
  • 22:20 Threats from salespeople?
  • 24:04 Speaks to all new employees
  • 27:25 Will soon speak to all employees
  • 29:06 A true passion
  • 29:29 Teaching personal finance
  • 32:08 What’s next?

Jackson School District
New Jersey Education Association

403bwise.org Advocacy Tools and Resources

Meridian Wealth Management
403bwise.org

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