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Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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168. Why Your Retirement Plan Sucks

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Manage episode 502720864 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans.

02:27 Dan Otter's Origin Story

05:35 The Problem with 403(b) Plans

15:26 The Importance of Fiduciary Standards

21:41 Understanding Expense Ratios in Index Funds

22:07 Hiring a Fee-Only Financial Advisor

22:53 The Impact of Fees on Long-Term Savings

24:21 Advocating for Better Retirement Plan Options

25:48 Empathy for School Districts and Their Challenges

29:06 The Importance of Offering Low-Cost Retirement Plans

30:25 Building an Army to Advocate for Better Options

33:23 The Benefits of a Roth IRA for Educators

35:38 Navigating Bad 403(b) Plans and Finding Solutions

*****************************************

Check out Dan’s work at https://403bwise.org

Subscribe to the Teach and Retire Rich podcast wherever you get podcasts

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 502720864 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans.

02:27 Dan Otter's Origin Story

05:35 The Problem with 403(b) Plans

15:26 The Importance of Fiduciary Standards

21:41 Understanding Expense Ratios in Index Funds

22:07 Hiring a Fee-Only Financial Advisor

22:53 The Impact of Fees on Long-Term Savings

24:21 Advocating for Better Retirement Plan Options

25:48 Empathy for School Districts and Their Challenges

29:06 The Importance of Offering Low-Cost Retirement Plans

30:25 Building an Army to Advocate for Better Options

33:23 The Benefits of a Roth IRA for Educators

35:38 Navigating Bad 403(b) Plans and Finding Solutions

*****************************************

Check out Dan’s work at https://403bwise.org

Subscribe to the Teach and Retire Rich podcast wherever you get podcasts

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

223 episodes

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