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

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This episode was published on July 28, 2023.

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