Season 10 · Episode 270
Orchestrating 403(b) Advocacy (#270)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
May 19, 202350m 56s
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Show Notes
After their own missteps, New York music teachers Hana and her husband James are helping colleagues get wise to the 403(b). Hana may have the best story ever for how and where she first signed up for a 403(b).
Episode begins with Dan talking about his current living arrangement.
- Learned by Being Burned (teachers share 403(b) horror stories)
- Meridian Wealth Management
- 403bwise.org