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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

50:56

Fraud Pod (#283)

Teach and Retire Rich ·

2023/08/18

School counselor from Connecticut gets taken for an expensive ride. It could happen to you. Fraud Is Flourishing on Zelle. The Bank’s Say It Is Not Their Problem. Stuck in AXA (First pod with Adam) 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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48:56

The K-12 403(b) is Bad. But Have You Heard About...

Teach and Retire Rich ·

2023/08/11

Private equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work. Plunder: Private Equity's Plan to Pillage America 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

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34:50

How Free is Free? (#281)

Teach and Retire Rich ·

2023/08/04

Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? The Risk of Buffer and Floor Strategies SEC Warning 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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53:32

Teaching Couple Axe Equitable (#280)

Teach and Retire Rich ·

2023/07/28

Massachusetts 5th grade teacher Brian Kramer, who describes himself as an Aspiring Financial Literacy Advocate, discusses teaching, how he and his wife got out of Equitable, term life insurance, saving in a Roth IRA, and perhaps earning the CFP® designation. Northborough School District 403(b) Plan 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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56:54

Clear the Student Loans! (#279)

Teach and Retire Rich ·

2023/07/21

Former teacher, current financial planner, and 24-7 student loan forgiveness guru, David Gourley returns to make sense of where student loan forgiveness stands in the wake of the Supreme Court ruling, and the recent Biden Administration announcement of a seemingly new program. David has a message for public sector borrowers: there is a lot to be optimistic about. Contact David studentaid.gov Biden administration announces $39 billion in student loan forgiveness Learned by Being Burned (teachers

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37:19

The Fin Lit Doctor Is In (#278)

Teach and Retire Rich ·

2023/07/14

We talk to a real doctor — not a phony one like Dan — who after being burned by salespeople, started the White Coat Investor, the most widely-read, physician-specific personal finance and investing website in the world. White Coat Investor 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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35:38

Teacher Goes Deep on 403(b) Fee Impact (#277)

Teach and Retire Rich ·

2023/07/07

Former professional baseball player and current Florida high school teacher, Ole Sheldon, discusses his new book The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers which grew out of his doctoral dissertation on this topic. The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers 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

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46:03

Teacher to Fin Lit YouTube Force pt. 2 (#276)

Teach and Retire Rich ·

2023/06/30

Yanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier." In part 2 of this two-part interview, Yanely talks about her pivot from education to YouTube Fin Lit

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40:02

Teacher to Fin Lit YouTube Force pt. 1 (#275)

Teach and Retire Rich ·

2023/06/23

Yanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier." In part 1 of this two-part interview, Yanely talks growing up in Bushwick, Brooklyn; the economic

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32:33

Power of Automatic Enrollment (#274)

Teach and Retire Rich ·

2023/06/16

Auto Enrollment has led to a massive increase in saving for retirement participation, especially among the young. We discuss data from new Vanguard 401(k) report, and what it could mean for the 403(b) and 457(b). We also talk a little travel hacking at beginning of podcast. Report: Generational Changes in 401(k) Behaviors 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

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47:36

Protecting Investors (#273)

Teach and Retire Rich ·

2023/06/09

Micah Hauptman, the director of investor protection at the Consumer Federation of America, talks about his job and the fight to implement a fiduciary standard. Consumer Federation of America 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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05:16

5-Minute Case for Single Vendor

Teach and Retire Rich ·

2023/06/03

Teacher Tim Whelan of Illinois succinctly describes the many benefits of having a single vendor 403(b) plan.

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45:35

Teacher Juggles Career, Family, Earning CFP® and...

Teach and Retire Rich ·

2023/06/02

Illinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best. Mr. Whelan Financial Illinois Education Association SB 0734 Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

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20:13

Teacher Gets Fidelity & Vanguard Added to Vendor List...

Teach and Retire Rich ·

2023/05/26

Listening to the education and advocacy podcast series Learned by Being Burned: Teachers and the K-12 403(b) motivated South Carolina high school teacher to advocate for and get better 403(b) investment choices in his South Carolina school district. York 3 vendor list Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

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50:56

Orchestrating 403(b) Advocacy (#270)

Teach and Retire Rich ·

2023/05/19

After their own missteps, New York music teachers Hana and her husband James are helping colleagues get wise to the 403(b). Hana may have the best story ever for how and where she first signed up for a 403(b). Episode begins with Dan talking about his current living arrangement. Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

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46:43

Investment Committees Can Make or Break DC Plans (#269)

Teach and Retire Rich ·

2023/05/12

Scott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one. New York State laws on Deferred Compensation Committee Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

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30:15

NTSA Working to Wreck K-12 457(b) Plans (#268)

Teach and Retire Rich ·

2023/05/05

NTSA pushing bill to ban single vendor 457(b) plans in Illinois. But only for K-12 institutions. Not police plans. Not firefighter plans. Not government employee plans. Bad New Jersey 403(b) legislation is on the move despite sponsors telling teachers it was dead. SB 1233 (Illinois) Senator Michael W. Halpin (D) 36th District Representative Stephanie A. Kifowit (D) 84th District Bill A1974 (New Jersey) Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management

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33:42

Accessing 403(b) Money (#267)

Teach and Retire Rich ·

2023/04/28

We talk about our recent talk with CalSTRS, and take another look at how to access 403(b) money. Accessing 403(b) Money Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it) Meridian Wealth Management 403bwise.org

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57:24

Vanguard Advisor Services (#266)

Teach and Retire Rich ·

2023/04/21

We dig into the two advising services firm offers: 1) Vanguard Digital Advisor; and 2) Vanguard Personal Advisor. NerdWallet Ratings Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it) Meridian Wealth Management 403bwise.org

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01:00:13

Adulting 101: Insurance (#265)

Teach and Retire Rich ·

2023/04/14

We go over the insurance policies every educator should consider having. Learned by Being Burned (short pod series that explains why the K-12 403(b) is so bad and what teachers are doing to fix it) Meridian Wealth Management 403bwise.org

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