Season 10 · Episode 280
Teaching Couple Axe Equitable (#280)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
July 28, 202353m 32s
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Show Notes
Massachusetts 5th grade teacher Brian Kramer, who describes himself as an Aspiring Financial Literacy Advocate, discusses teaching, how he and his wife got out of Equitable, term life insurance, saving in a Roth IRA, and perhaps earning the CFP® designation.
- Northborough School District 403(b) Plan
- Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
- Meridian Wealth Management
- 403bwise.org