Orchestrating 403(b) Advocacy (#270)

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

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

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This episode was published on May 19, 2023.

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