Season 7 · Episode 141
Mail Bag (pt. 2) (#141)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
December 4, 202048m 38s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.
- 00:08 Social Security and teacher pensions
- 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
- 14:04 What to do with a bad 403(b) vendor?
- 19:45 Which vendors should I lobby my district to add?
- 23:17 Dan's beer name ideas
- 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
- 27:34 Scott comes up with name of 403(b) themed brewery
- 29:05 What to do with bonds in a rising interest rate environment?
- 40:20 Dan comes up with more beer names