Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye.
Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products.
Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard.
We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b).
Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently.