Mail Bag (pt. 2) (#141) episode artwork

EPISODE · Dec 4, 2020 · 48 MIN

Mail Bag (pt. 2) (#141)

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

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 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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Mail Bag (pt. 2) (#141)

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