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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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Teach and Retire Rich
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Now displaying: November, 2019
Nov 23, 2019

We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now.  

 

Carolyn McClanahan, MD, CFP®

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Nov 15, 2019

In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation.

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Nov 15, 2019

Dan interviews fiduciary planners Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help teachers. In part one we look at helping the new teacher, and helping the mid-career teacher. 

Breanna Reish, CFP® 

Meridian Wealth Management

403bwise.org

403bwise.org Facebook Group

Nov 8, 2019

Topics include: Dan's trip to Buffalo to talk 403(b) with Williamsville, NY teachers, 2020 403(b) contribution limits, and how Horace is not the 403(b) Mann. 

 

Buffalo, NY Grain Elevators

Buffalo Riverworks Brewery + Hockey

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

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