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Catching Up with the Sweeneys (#178)
Season 8 · Episode 178

Catching Up with the Sweeneys (#178)

Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®

August 20, 202147m 20s

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Show Notes

We check in with NY teaching couple we interviewed in 2017.

  • 7:25 — 529/retirement plan update/new saving rate
  • 10:23 — 403(b) vendor quality update
  • 13:03 — 457(b) plan update
  • 22:36 — Applying to college landscape
  • 26:07 — Teaching during pandemic
  • 31:29 — NY State 529 plan
  • 36: 14 — Reveal total annual $ cost in fees
  • 37:21 — Travel hacking