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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: June, 2020
Jun 26, 2020

We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus (Update: new firm name Estate Guru), an affordable, user-friendly estate planning service.

 

Jun 19, 2020

Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.

Jun 12, 2020

Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances. 

Jun 5, 2020

Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers. 

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