Dan and Scott interview Warwick, N.Y. based planner Ken Ford owner of Warwick Valley Financial Advisors. Ken has begun to focus on working with K-12 teachers in the Warwick, N.Y. area. He talks about his effort to serve what he believes is an underserved market: K-12 teachers.

Ken drinks an Imperial Pumpking Ale from Southern Tier Brewing Company of Lakewood, NY; Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of South Burlington, VT; Dan drinks a Slice of Hefen Wheat Ale from La Cumbre Brewing Company of Albuquerque, NM.

Resources: Warwick Valley Financial Advisors; 403(b)wise; Teach and Retire Rich; @teachretirerich; Meridian Wealth Management; @meridianwealth.