Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise.

Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise.

Retired teacher Steve Schullo and 403bwise founder Dan Otter share what it is like to lose a spouse. They also discuss the financial implications of losing a loved one.

Retired teacher Steve Schullo and 403bwise founder Dan Otter share what it is like to lose a spouse. They also discuss the financial implications of losing a loved one.

Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.

Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.

Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market.

Beer
Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.

Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market.

Beer
Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.

What do you need to know when working with an advisor?

What do you need to know when working with an advisor?