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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

20:00

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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45:35

Journey to a Million (#251)

Teach and Retire Rich ·

2023/01/06

Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way. Journey to a Million (YouTube) Learned by Being Burned (short podcast series) Meridian Wealth Management 403bwise.org

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47:45

Top 5 403(b) Stories of 2022 (#250)

Teach and Retire Rich ·

2022/12/30

We break down what we consider to be the top 5 403(b) stories of 2022. CITs in the 403(b)? CITs: A Welcome Addition to 403(b) Plans SECURE 2.0 (recorded before passing) SEC Fines Equitable $50 Million Learned by Being Burned Meridian Wealth Management 403bwise.org

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41:58

Cullen Roche on All Duration Investing (#249)

Teach and Retire Rich ·

2022/12/23

In part two of our conversation with money manager Cullen Roche, he discusses the concept of All Duration Investing and his recent paper on the topic. All Duration Investing Pragcap Three Minute Macro Learned by Being Burned Meridian Wealth Management 403bwise.org

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42:46

Cullen Roche on Markets and More (#248)

Teach and Retire Rich ·

2022/12/16

Cullen Roche, author, money manager, and one of the most astute financial minds, returns to talk video making, inflation, housing and markets in part one of our two part conversation. Pragcap Three Minute Macro Discipline Funds ETFs Learned by Being Burned Meridian Wealth Management 403bwise.org

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35:53

Small School 403(b) Solution? (#247)

Teach and Retire Rich ·

2022/12/09

Kevin Benson, executive director of the Southern Education Retirement Consortium, believes he has the solution for small and mid-size school districts looking to offer quality 403(b), 457(b) and 401(a) plans. SERC Solutions Learned by Being Burned Meridian Wealth Management 403bwise.org

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25:27

Good 403(b) Bye Bye? (#246)

Teach and Retire Rich ·

2022/12/02

Was it all just a dream? New Jersey teachers are losing a fantastic 403(b) option: Lincoln Investment's Participant Directed Platform. Dan and Scott interview New Jersey teacher Chris Nye who shares what he has learned about the future of Lincoln PDP in New Jersey. Bad Vendors Who Offer Good Investing Choices Learned by Being Burned Meridian Wealth Management 403bwise.org

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33:49

Phishing on Black Friday (#245)

Teach and Retire Rich ·

2022/11/25

Tax Deferred Services, whose CEO was arrested in what the California Department of Insurance called a “$4 million securities fraud scheme,” blankets teacher email inboxes with deceptive message. TDS CEO: Arrested Development "Set up" a Zoom Appointment with TDS Learned by Being Burned Meridian Wealth Management 403bwise.org

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