Ep 68: How Teachers Can Optimize Their 403(b)s

Unlocking Your Financial Future

Jun 21 2021 • 15 mins


Ben Schrock and Dan Oaklief from B.A. Schrock Financial Group talk about 403(b)s in episode 68 of The Unlocking Your Financial Future Podcast.

In this episode, Ben and Dan discuss:

  • How Dan walked a client through the changes in the pension system and made it possible for her to be able to retire on time.
  • Why 403(b)s are becoming more important.
  • Why 403(b)s are overlooked and why you might want to consider them.
  • The changes made in the pension system that made 403(b)s more attractive in Ohio.
  • And more...