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Dan's Blog

NGPF-403bwise Collaboration 🤝🏼

July 13, 2022

There was a 1980s era Reese’s Peanut Butter Cups ad where a man eating chocolate bumps into a woman eating peanut butter. “You got peanut butter in my chocolate!” cries the man. “You got chocolate in my peanut butter!” responds the woman. Voila! you have the inspiration for the popular candy that combines these two ingredients. The ad closes with: “Two great tastes that taste great together.” 

A similarly awesome collaboration occurred several years ago when Tim Ranzetta, the co-founder of Next Gen Personal Finance, which is revolutionizing the teaching of personal finance in middle and high schools, reached out to me after reading a series of New York Times articles about issues with the K-12 403(b). Thanks to Tim’s generous support, 403bwise became a non-profit which I run full time. We often collaborate with NGPF. My podcast partner Scott Dauenhauer, CFP, and I have appeared on the NGPF podcast, spoken at their events, and have been guests at several of their "Saving for Retirement" events they host for teachers. 

Latest NGPF-403bwise Collaboration

Recently I collaborated with NGPF's talented Brian Page, Senior Director of Partnerships & Advocacy to develop a free, on-demand learning module: Teachers Saving for Retirement. Broken into four sections, the interactive module walks teachers through what they need to know about teacher retirement savings plans:

  1. Teacher Retirement Product Basics (25-30 minutes)
  2. Principles to Protect Your Retirement (25-30 minutes)
  3. Take Action (5-10 minutes)
  4. Resources (Brief)

A Most Enjoyable Collaboration

After collaborating on an outline, I created content including short videos, and Brian expertly built out the module, complete with an excellent audio component. Concept to completion was less than a month. It was such a blast working with Brian, a former classroom teacher. He and I actually go back to 2012 when Money Magazine deemed us “Money Heroes” for our respective financial literacy efforts: Brian Page; Dan Otter. The publication brought us to a celebratory event in New York City. Unfortunately, we didn't meet on that occasion. It was at a future NGPF event in San Francisco where we became aquainted. We bonded over teaching, financial literacy and soccer. BTW: I was unsuccessful in lobbying him to move from Gunner to Scouser. I won't stop trying. 

Teachers Saving for Retirement

The module is available from NGPF’s On-Demand Modules section. Navigate to “Teachers Saving for Retirement.” All of NGPF's excellent professional development opportunities are free but you will need to create an account (which you can do at top of their home page). I don’t know about you, but I would definitely enjoy a Reese’s Peanut Butter Cup while going through the module. 

Stay wise and well (and check out our module).