Teach and Retire Rich

Dan and Scott interview fiduciary planner Sheryl Garrett, CFP, owner of the Garrett Planning Network. Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, fee-only financial planners. The Network exists "to make competent, objective advice accessible to all people." Sheryl has been singled out by president Obama for her support of advisor fiduciary standards. In this interview, Sheryl discusses a variety of financial planning topics including what the Garrett Planning Network is and why it was needed. She also discusses the fight to get a fiduciary standard in place.

Beer (and Hard Cider)
Sheryl drinks a Wicked Apple hard cider by Redd's of Milwaukee, WI.; Scott drinks a Pumpkin Ale from Saranac Brewery of Utica, NY; Dan, who has a cold, drinks a Sugar Cookie Sleigh Ride tea by Celestial Seasonings.

Dan and Scott interview fiduciary planner Sheryl Garrett, CFP, owner of the Garrett Planning Network. Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, fee-only financial planners. The Network exists "to make competent, objective advice accessible to all people." Sheryl has been singled out by president Obama for her support of advisor fiduciary standards. In this interview, Sheryl discusses a variety of financial planning topics including what the Garrett Planning Network is and why it was needed. She also discusses the fight to get a fiduciary standard in place.

Beer (and Hard Cider) Sheryl drinks a Wicked Apple hard cider by Redd's of Milwaukee, WI.; Scott drinks a Pumpkin Ale from Saranac Brewery of Utica, NY; Dan, who has a cold, drinks a Sugar Cookie Sleigh Ride tea by Celestial Seasonings.

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.

Beer
Ken drinks an Imperial Pumpkin 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.

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.

Beer Ken drinks an Imperial Pumpkin 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.

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.

Dan and Scott interview Scott Senseney of Fidelity's Tax Exempt Market Business. Topics covered include: Fidelity’s approach to the K-12 market (they have approximately 4,000 client accounts); how to get Fidelity in your school district; Fidelity’s approach to the college/university and tax-exempt markets; and Fidelity's recent success at winning single vendor RFPs. We also asked Scott about the challenges of increasing enrollment in public K-12 403(b) plans, how Fidelity personalizes service, and his prediction for the public (non-ERISA) 403(b).

Beer
Dan drinks a Salted Caramel Brownie Brown Ale which is collaboration beer from New Belgium of Fort Collins, CO and Ben & Jerry's of Burlington, VA.; Scott drinks a Mission St. Hefeweizen from Trader Joe's of Monrovia, CA.

Dan and Scott interview Scott Senseney of Fidelity's Tax Exempt Market Business. Topics covered include: Fidelity’s approach to the K-12 market (they have approximately 4,000 client accounts); how to get Fidelity in your school district; Fidelity’s approach to the college/university and tax-exempt markets; and Fidelity's recent success at winning single vendor RFPs. We also asked Scott about the challenges of increasing enrollment in public K-12 403(b) plans, how Fidelity personalizes service, and his prediction for the public (non-ERISA) 403(b).

Beer Dan drinks a Salted Caramel Brownie Brown Ale which is collaboration beer from New Belgium of Fort Collins, CO and Ben & Jerry's of Burlington, VA.; Scott drinks a Mission St. Hefeweizen from Trader Joe's of Monrovia, CA.

Dan and Scott interview Dave Grant, a Certified Financial Planner who specializes in working with teachers. Dave grew up in England and came to the United States because of a girl — a teacher — who is now his wife. Dave talks about his business model, working with teachers, and a new financial initiative he just launched called: The Finance for Teachers Network (FFTN). The goal of the network is to bring educator-focused financial advisors from across the United States into one place to learn best practices from each other, understand how to further their skills in working with K-12 and college educators, and get coaching in how to serve more educators than they currently are. 

Beer
Dan drinks a Bosque Lager from Bosque Brewing of Albuquerque, NM.; Scott drinks an Arrogant Bastard Ale from Stone Brewing of San Diego, CA.

 

Dan and Scott interview Dave Grant, a Certified Financial Planner who specializes in working with teachers. Dave grew up in England and came to the United States because of a girl — a teacher — who is now his wife. Dave talks about his business model, working with teachers, and a new financial initiative he just launched called: The Finance for Teachers Network (FFTN). The goal of the network is to bring educator-focused financial advisors from across the United States into one place to learn best practices from each other, understand how to further their skills in working with K-12 and college educators, and get coaching in how to serve more educators than they currently are. 

Beer Dan drinks a Bosque Lager from Bosque Brewing of Albuquerque, NM.; Scott drinks an Arrogant Bastard Ale from Stone Brewing of San Diego, CA.

Dan and Scott interview Mark Luckinbill of Aspire Financial Services. Mark is head of 403(b), 457(b) and IRA products for Aspire. One way to describe the firm is an aggregator of mutual fund companies and investment products. Through the Aspire platform educators or staff can get access to most of the popular mutual fund companies including low cost, no-load funds like Fidelity and Vanguard. Aspire is available in more than 3,500 school districts across the country.

Beer
Dan drinks a Pumpkick Ale from New Belgium Brewing of Fort Collins, CO; Scott — in our continued effort to "Draft" Massachusettes Senator Elizabeth Warren" to share a beer with us and discuss financial issues — drinks a Downtime Pilsner from The Boston Beer Company of Boston, MA.; Mark drinks a Freak of Nature Double IPA from Wicked Weed Brewing Craft Beer of Asheville, NC.