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Next Gen Personal Finance


May 14, 2018

Dan Otter, a teacher and Associate Dean, and Scott Dauenhauer, a fee-only financial planner, are both passionate about steering teachers in the right direction when it comes to retirement plans. Thank goodness their paths crossed earlier this century! Their advocacy work over the years (18+ and counting) has helped countless teachers make better decisions.  They methodically highlight the flaws in many 403(b) plans and discuss reforms that could significantly increase this benefit to educators. Hear how Dan and Scott's passion project has evolved over time and learn more about the tools they have developed to help teachers advocate on their behalf for a brighter retirement.