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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

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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20:00

10 Taylor Swift Songs About the 403(b) (#264)

Teach and Retire Rich ·

2023/04/07

Taylor Swift is amazing for so many reasons: talented singer-songwriter, role model, activist. But did you know that she has written 10 songs about the K-12 403(b)? 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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28:37

California Proposes Annuity and 403(b) Protections...

Teach and Retire Rich ·

2023/03/31

SB 263 — which could be a model for other states — will decrease the number of sales of life insurance and annuities to consumers that are not in consumers’ best interests by prohibiting insurance producers from receiving incentives beyond allowable commissions or fees (such as prizes, rent reimbursement, etc.) for their sales and also prohibiting producers from making sales when they do not know if the product is in the consumer’s best interest. Bill also covers sale of life insurance products.

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47:18

Man with the (Better Retirement) Plan (#262)

Teach and Retire Rich ·

2023/03/24

If only Congress had adopted a 2003 Bush Administration plan to drastically simplify saving for retirement. We interview William Sweetnam the Benefits Tax Counsel at the Treasury Department from 2001-2005. 2003 ERSA/LSA/RSA Plan 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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39:50

Lessons from Silicon Valley Bank Collapse (#261)

Teach and Retire Rich ·

2023/03/17

Classic bank run has many wondering how they can protect their savings. 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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34:20

3 Ways NTSA Works Against Teachers (#260)

Teach and Retire Rich ·

2023/03/10

Lobbying organization is actively working to make saving for retirement more expensive for educators. Link to Soundbite of NTSA Lobbying Against Single Vendor 403(b) in LAUSD Banned by the NTSA NTSA Works Against Teachers Best Financial Interests (Contains links to Illinois and Maryland bills) Mike Halpin Sponsor of Illinois 457(b) Bill SB1233 Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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46:55

California Teacher Author (#259)

Teach and Retire Rich ·

2023/03/03

Matt Raleigh on teaching and co-writing a saving-for-retirement guide for California teachers. TL;DR: Financial Literacy for California Public School Teachers: Optimizing Financial Decisions Based on Your CalSTRS Benefits Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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01:12:37

Travel Freely (#258)

Teach and Retire Rich ·

2023/02/24

Teacher turned travel-hacker/blogger extraordinaire, Zac Hood talks leveraging credit card use to travel "freely." Travel Freely Award Hacker Point.me Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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01:07:41

$8 Million and Counting (#257)

Teach and Retire Rich ·

2023/02/17

That is how much money teacher-turned planner David Gourley has saved teachers in student loan repayment. Teach Plan Retire Newsletter New Biden Student Loan Repayment Plan (January 2023) July 2022 PSLF Waiver Event (Podcast) Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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26:17

Did Bush Administration Get DC Plans Right? (#256)

Teach and Retire Rich ·

2023/02/10

On January 31, 2003, the Bush Administration announced a plan to drastically change how Americans save in defined contribution plans. Unfortunately that plan never got the public debate it deserved. Scott and Dan discuss the never implemented plan. Bush Administration Retirement Savings Plan Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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35:05

SECURE Act 3.0 (#255)

Teach and Retire Rich ·

2023/02/03

Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college. Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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58:52

2023 Money Moves (#254)

Teach and Retire Rich ·

2023/01/27

We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023. 403(b) New Year's Resolutions Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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34:51

SECURE Act 2.0 (pt. 2) (#253)

Teach and Retire Rich ·

2023/01/20

In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators. SECURE Act 2.0 (pt. 1) Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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46:27

SECURE Act 2.0 (pt. 1) (#252)

Teach and Retire Rich ·

2023/01/13

SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation. SECURE Act 2.0 Explainer Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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410 results

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