Teaching Couple Axe Equitable (#280)

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

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

Episode metadata supplied by the publisher feed · Published Jul 28, 2023

Embed this episode

Attribution link and audio player

NOW PLAYING

Teaching Couple Axe Equitable (#280)

0:00 53:32

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Teach and Retire Rich?

This episode is 53 minutes long.

When was this Teach and Retire Rich episode published?

This episode was published on July 28, 2023.

Can I download this Teach and Retire Rich episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!