403(b)wise Bookstore



Books by Dan Otter

Financial Literacy for the Young (and the Young at Heart)

Financial Literacy for the Young book cover

Paperback, 72 pages
$9.95 + $3 shipping
Published Dec. 2015

The credit card industry recently sent out 4 billion credit card offers in one year. ONE YEAR! Some believe Wall Street has more in common with the mob than it does with you and me. How can we counter this dynamic? Arm yourself and your kids with financial literacy. Wall Street hates informed consumers. Dan Otter's Financial Literacy for the Young (and the Young at Heart) is a quick, fun, easy-to-read book that explains core financial literacy concepts like the time value of money, compound interest and debt, and wants vs. needs. It also describes in a chapter titled "Brain Fails" how we are often our own worst enemies when it comes to financial decision making.

In addition to including wise money moves for both the young and the young at heart, the book is peppered with anecdotes from Dan's investing successes and fails. It also includes plenty of words of "wisdom" from Homer Simpson like: "This year I invested in pumpkins. They've been going up the whole month of October and I've got a feeling they are going to peak right around January. Then bang! That's when I'll cash in!"

Teach and Retire Rich

Teach and Retire Rich book cover

Do you know that in addition to a pension, most teachers have two 401(k)-style retirement plans at their disposal? Utilizing concepts illustrated in this book, it is entirely possible for a teacher to retire with hundreds of thousands, and even millions of dollars in savings.

Paperback, 160 pages
$20.00 from Teach and Retire Rich
(includes shipping)
Seventh printing, July 2018

Wild West: Providing Fiduciary Advice to Public School Employees
by Scott Dauenhauer

Wild West book cover

This book is designed to help Fiduciary based advisors compete in the public school employee financial and retirement planning market. Very few competent and fiduciary based advisors have the background knowledge to work with public school employees, this book will help complete the training needed to provide top notch advice to an underserved market.

Kindle edition, 159 pages
$14.99 from Amazon
Published January 2016