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.
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.