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Mail Bag (pt. 1) (#140)
Season 7 · Episode 140

Mail Bag (pt. 1) (#140)

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

November 27, 202051m 38s

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Show Notes

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery.

  • 1:39 The math behind retiring early vs. waiting to maximize pension benefit
  • 24:35 Health Savings Account (HSAs)
  • 33:16 Does it make financial sense to switch school districts?
  • 37:46 Retire early once pension benefit has been maximized?
  • 43:46 What to do with 403(b) plans from former employers