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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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
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Now displaying: June, 2022
Jun 24, 2022

Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans.  

Jun 17, 2022

Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years.  

Jun 10, 2022

Former AXA/Equitable vice president for business development dishes on firm that dominates the K-12 403(b) market in terms of market share and participant anger (part 1 of 2). 

Jun 3, 2022

Former teacher teaches executive function techniques to middle school, high school and college students. 

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