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PODCAST

Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

education investing

All Episodes

40:07

2024 Changes Affecting 403(b) Participants (#303)

Teach and Retire Rich ·

2024/01/05

Annual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) participants need to know in 2024. 2024 Changes Affecting 403(b) Participants Secure Act 2.0 (pt 1) Secure Act 2.0 (pt 2) Secure Act 3.0 Pod Secure Act 3.0 Podcast Your Future Self: How to Make Tomorrow Better Today Learned by Being Burned - Short pod series

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38:15

PA Teacher Helps Colleagues Get Wise to Saving (#302)

Teach and Retire Rich ·

2023/12/29

Happy Valley, PA Elementary teacher, Scott Fritz, is the co-author of a Fin Lit book for Pennsylvania teachers. He's also the go-to fin lit person at his school and district. TL: DR: Financial Literacy for Employees of Pennsylvania Public Schools Scott Fritz Website Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be

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42:00

NEA Allows Private Equity To Prey On Educators (#301)

Teach and Retire Rich ·

2023/12/22

The nation’s largest teachers union has been promoting high-fee retirement plans to its members that have underperformed, teachers and experts tell The Lever. The products are sold by a private equity-owned insurance company accused of fraud and mismanagement — and as part of the arrangement, the union’s benefit arm gets millions from the firm. Those words were written by our guest, journalist Freddy Brewster of The Lever. Largest U.S. Teachers Union Allows Private Equity To Prey On Educators

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49:42

Teaching Fin Lit to Teachers (#300)

Teach and Retire Rich ·

2023/12/15

California high school teacher Matt Raleigh, and retired Colorado teacher and prolific author, Karl Fisch, share their experience teaching a college level personal finance course for educators. They also discuss how you can design and teach a similar course Financial Literacy for California Public School Teachers Karl’s Course Information A Not So Modest Proposal: Teach My Financial Literacy for Educators Class Karl’s Books Collaborate with Karl Matt Raleigh on teaching and co-writing a

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55:53

Helping Teachers & Students Get Financial F.I.T. (#299)

Teach and Retire Rich ·

2023/12/08

North Carolina high school educators Dave Fleisher and Brandon Speece educate colleagues about saving for retirement, host the Financial Independent Teachers Podcast, and are authors of the new book The FIT Position. Financially Independent Teachers Dave and Brandon 2022 Podcast Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice

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31:01

Massachusetts Teacher/Union President (#298)

Teach and Retire Rich ·

2023/12/01

We speak with Julia Brotherton, educator and president of the Beverly, MA Teachers Association about her dual roles, and how she helps colleagues get wise to saving for retirement. Beverly 403(b) Plan Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor. Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner

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37:51

Talking Money with Cullen Roche (pt. 2) (#297)

Teach and Retire Rich ·

2023/11/24

In part 2 of our annual catch-up with one of the wisest financial minds we know, Cullen Roche, we talk the national debt, the value of international investing, possible role of A.I. in investing, and Cullen reveals a new project he is working on. Cullen Roche Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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37:50

Talking Money with Cullen Roche (pt. 1) (#296)

Teach and Retire Rich ·

2023/11/17

It's our annual catch-up with one of the wisest financial minds we know, Cullen Roche, an economist, author, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. We talk inflation, what the Fed might do next, fixed income, residential real estate and deflationary credit events. Cullen Roche Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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46:10

How NOT to Do Single Vendor (#295)

Teach and Retire Rich ·

2023/11/10

We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong. Teach Plan Retire Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way). Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner

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48:55

Master of Estate and Retirement Planning (#294)

Teach and Retire Rich ·

2023/11/03

James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning. Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/ note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download. About Jim Meridian Wealth Management

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49:52

She Does the Math & Posts Her Work (#293)

Teach and Retire Rich ·

2023/10/27

Bree Lee is a Bay Area math teacher who runs an impressive fin lit Instagram account (@ritual_finance) where she posts the basics, the more complex, the workings of the CalSTRS pension and her own paycheck breakdown, monthly budget, and growing net worth. Ritual Finance on Instagram Bree's Money Guide for CalSTRS Members Quit Like a Millionaire Arbitrary Lines: How zoning broke the American city and how to fix it. Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be

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01:10:46

10 Key Student Loan Questions (#292)

Teach and Retire Rich ·

2023/10/20

Teacher-turned planner, Justin Garritt goes deep on student loans including sharing an important deadline (December 31, 2023) for those looking to get maximum value out of PSLF (Public Service Loan Forgiveness). Garritt Financial Solutions Teacher/Travel Hacker Turned Fiduciary Happy Travel Hacker Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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39:23

TIPS: Treasury Inflation-Protected Securities (#291)

Teach and Retire Rich ·

2023/10/13

Scott talks TIPS (Treasury Inflation-Protected Securities), and the dramatic rise in their real rate of return. TIPS Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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32:17

403bwise Milestone + Bad New Jersey District (#290)

Teach and Retire Rich ·

2023/10/06

403bwise Facebook Group reaches a Taylor Swift-like milestone. New Jersey school district throws teachers under the bus. 403bwise Facebook Group New Jersey District Throws Teachers Under the Bus Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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39:52

Typical Teacher Can Afford Just 12% of Homes for Sale...

Teach and Retire Rich ·

2023/09/29

Lily Katz of Redfin News discusses the recent story she co-wrote with her colleague Sheharyar Bokhari, Redfin Senior Economist, called: The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019 The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019 The Price of 403(b) Enrollment Lily Katz Meridian Wealth Management 403bwise.org

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50:41

The Real Cost of K-12 403(b) Enrollment (#288)

Teach and Retire Rich ·

2023/09/22

Scott reveals the dirty little secret about K-12 403(b) enrollment: it's a loss leader which incentivizes agents to upsell. The Price of 403(b) Enrollment School Benefits Official Who Did the Right Thing (from the Learned by Being Burned pod series) Transcript for pod about School Benefits Official Who Did the Right Thing Meridian Wealth Management 403bwise.org

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39:16

403bwise Wins Innovator Award (#287)

Teach and Retire Rich ·

2023/09/15

Dan and 403bwise community honored by InvestmentNews. We tell the 403bwise origin story. How a Former Teacher is Educating the World About 403(b)s An Annuity for the Teacher — and the Broker (New York Times) 403bwise in 2000 Paying for College with Ron Lieber (podcast) Meridian Wealth Management 403bwise.org

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40:50

Full Time Financial Coach (#286)

Teach and Retire Rich ·

2023/09/08

NYC teacher and financial coach Emily Maretsky, who has more than 16k Instagram followers (@teacherfinancialcoach), talks family and moving from the classroom to full time financial coaching. teacherfinancialcoach.com @teacherfinancialcoach Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org

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46:52

Personal Finance Legend Scott Burns (pt. 2) (#285)

Teach and Retire Rich ·

2023/09/01

Part 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform. Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org

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46:46

Personal Finance Legend Scott Burns (pt. 1) (#284)

Teach and Retire Rich ·

2023/08/25

Wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2). Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org

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