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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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Catching Up with the Sweeneys (#178) 0
Aug 20, 2021

We check in with NY teaching couple we interviewed in 2017.

  • 7:25 — 529/retirement plan update/new saving rate
  • 10:23 — 403(b) vendor quality update
  • 13:03 — 457(b) plan update
  • 22:36  — Applying to college landscape
  • 26:07 — Teaching during pandemic
  • 31:29 — NY State 529 plan
  • 36: 14 — Reveal total annual $ cost in fees
  • 37:21 — Travel hacking

 

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