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Daniel Otter
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
Episode #49: Music Teacher Escapes AXA
An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 403(b)wise Meridian Wealth Management
43:2718/06/2017
Episode #48: Consolidating Retirement Plans
Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 403(b)wise Meridian Wealth Management
36:5601/05/2017