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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

39:16

Principal Improves District 403(b) and 457(b) Plans...

Teach and Retire Rich ·

2022/11/18

Illinois Principal Scott Liska teamed up with the business manager to dramatically improve Evergreen Park ESD 124's 403(b) and 457(b) plan. Evergreen Park ESD 124 Plan Offerings & Grade Learned by Being Burned Meridian Wealth Management 403bwise.org

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28:56

Equity Wash & Market Value Adjustments (#243)

Teach and Retire Rich ·

2022/11/11

Looking for a higher interest rate in your fixed investment(s)? Scott details some provisions that might help. Market Value Adjustments Learned by Being Burned Meridian Wealth Management 403bwise.org

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39:40

Rising Interest Rates (#242)

Teach and Retire Rich ·

2022/11/04

Interest rates are rising. What should you be doing? Estate Planning Simplified Learned by Being Burned Meridian Wealth Management 403bwise.org

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29:36

Teach Toward Retirement Summit (#241)

Teach and Retire Rich ·

2022/10/28

Teacher Shaun Morgan discusses online teaching, and his upcoming free Teach Toward Retirement Summit. Free Registration Learned by Being Burned Meridian Wealth Management 403bwise.org

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35:56

B is for Broward (#240)

Teach and Retire Rich ·

2022/10/21

We regrade 403(b) vendor list for Broward County Public Schools. But they sure didn't make it easy to get information. Broward 403bwise Grade Broward County Public Schools Learned by Being Burned Meridian Wealth Management 403bwise.org

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40:26

Bonds (#239)

Teach and Retire Rich ·

2022/10/14

What are they? How do they work? What role if any should they play in saving for retirement? Cullen Roche 3-Minute Money videos Learned by Being Burned Meridian Wealth Management 403bwise.org

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46:15

Good Union; Bad New Jersey; Crazy Markets (#238)

Teach and Retire Rich ·

2022/10/07

A union that does it right. New Jersey's bad 403(b) bill. Crazy markets. NGPF California Access to Financial Education (CAFE) grant NGPF Financial Equity & Empowerment (FEE) grant UTLA Fin Lit Workshop Pod: New Jersey’s Bad 403(b) Bill Ben Carlson on Market History, CFA Learned by Being Burned Meridian Wealth Management 403bwise.org

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29:16

Kentucky Deferred Comp is on Your Side (#237)

Teach and Retire Rich ·

2022/09/30

Educators and state employees have access to multiple excellent, low-cost retirement savings vehicles (none of which is a 403(b) plan). Kentucky Deferred Comp Learned by Being Burned Meridian Wealth Management 403bwise.org

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22:34

403(b) Plans That Got Better (#236)

Teach and Retire Rich ·

2022/09/23

Districts are responding to our 403(b) Plan Rating Project. We recently heard from two school districts asking us to upgrade their D-rated plans because of improvements they had made. School Districts Who Are Improving Their 403(b) Plans Learned by Being Burned Meridian Wealth Management 403bwise.org

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38:33

New RMD Rules? AIG Name Change & Aspire Change (#235)

Teach and Retire Rich ·

2022/09/16

New RMD rule changes proposed for the 403(b)/457(b); AIG works on its core; Aspire follows Vanguard model. Track Proposed RMD Change Learned by Being Burned Meridian Wealth Management 403bwise.org

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32:33

Fiduciary Planner Jon Luskin (#234)

Teach and Retire Rich ·

2022/09/09

Our guest today is a fee-only, advice-only CPF® and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel. Jon Luskin Jon Luskin Blog Learned by Being Burned Meridian Wealth Management 403bwise.org

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56:47

Financially Independent Teachers (#233)

Teach and Retire Rich ·

2022/09/02

North Carolina teachers Dave and Brandon help colleagues and students get wise to saving for retirement (updated with correct audio track). Financial Independent Teachers podcast Learned by Being Burned Meridian Wealth Management 403bwise.org

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31:24

Teacher Asks for and Gets Great 457(b) (#232)

Teach and Retire Rich ·

2022/08/26

Southern California high school math teacher gets a Fidelity 457(b) added to his vendor list. Chaffey Joint Union High Learned by Being Burned Meridian Wealth Management 403bwise.org

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58:11

Teacher/Travel Hacker Turned Fiduciary (#231)

Teach and Retire Rich ·

2022/08/19

One of our favorite guests, teacher/travel hacker Justin Garritt talks about his decision to leave the classroom to become a full-time fiduciary advisor. We also talk travel hacking and carrying a "whole ham" on a flight. Garritt Financial Solutions Learned by Being Burned Meridian Wealth Management 403bwise.org

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24:07

The Right Kind of Financial Advice (#230)

Teach and Retire Rich ·

2022/08/12

In the wake of the SEC's settlement with Equitable Financial we are getting a lot of inquiries about how to find the right kind of financial advice. SEC Settlement Announcement Learned by Being Burned Meridian Wealth Management 403bwise.org

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40:21

Equitable SEC Settlement (#229)

Teach and Retire Rich ·

2022/08/05

Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees." We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees? SEC Settlement Announcement Learned by Being Burned Meridian Wealth Management 403bwise.org

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01:27:25

PSLF Waiver Event (#228)

Teach and Retire Rich ·

2022/07/29

Student loan expert (and former teacher) David Gourley discussed a time-sensitive student loan provision that could save borrowers thousands of dollars. Prior to event he asked for volunteers to share their loan data sets. He analyzed three submissions. During the event he announced that these three educators would save $14,000, $23,000, and $50,000 respectively. David also answered lots of student loan questions. Contact David Federal Student Aid Info About Waiver Learned by Being Burned

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27:12

401(k) for Teachers? (#227)

Teach and Retire Rich ·

2022/07/22

Educators in several states have access to a 401(k). We discuss the similarities and differences between the 403(b) and 401(k), and we ask the question: Should all educators have access to a 401(k)? ERSA (Bush II-era Retirement Plan Proposal NGPF co-founder Tim Ranzetta on The Long View Learned by Being Burned Meridian Wealth Management 403bwise.org

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19:48

New Jersey's Bad 403(b) Bill (#226)

Teach and Retire Rich ·

2022/07/15

In language eerily similar to Pennsylvania's Act 5, which prevents school districts from going single vendor, proposed New Jersey legislation would require large school districts to have at least three 403(b) vendors. We speak with “Izzy” Tannenbaum, partner at Withum, a tax advisory and public accounting firm. Izzy supports the intent of the bill but acknowledges it contains flaws. Sponsors of Bill A1974 Raj Mukherji Roy Freiman Resources Israel Tannenbaum (New Jersey) State Bill Would Require

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51:49

LAUSD Educator on F.I.R.E. (#225)

Teach and Retire Rich ·

2022/07/08

Recently retired 49-year old LAUSD veteran talks teaching, saving for an early retirement, and what's next. Delia Fernandez, CFP® Joe Manchin and the A.C.A. Learned by Being Burned Meridian Wealth Management 403bwise.org

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403 results

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