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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

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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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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410 results

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