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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

29:23

High-Cost Firm Releases "Study" That Supports Its...

Teach and Retire Rich ·

2022/07/01

Security Benefit releases dubious "study" that to the surprise of no one supports its sales-agent based approach. "Study" Press Release How to Find the Right Kind of Advisor Learned by Being Burned Meridian Wealth Management 403bwise.org

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22:57

Do As We Say Not As We Do: Equitable & NLG 401(k)...

Teach and Retire Rich ·

2022/06/24

Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans. Form 5500 Search Blog: National Life Group Hypocrisy Learned by Being Burned Meridian Wealth Management 403bwise.org

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45:36

AXA/Equitable Insider pt. 2 (#222)

Teach and Retire Rich ·

2022/06/17

Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years. Part 1 Equitable Bermuda Triangle Meridian Wealth Management 403bwise.org

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45:08

AXA/Equitable Insider pt. 1 (#221)

Teach and Retire Rich ·

2022/06/10

Former AXA/Equitable vice president for business development dishes on firm that dominates the K-12 403(b) market in terms of market share and participant anger (part 1 of 2). Equitable Bermuda Triangle Meridian Wealth Management 403bwise.org

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34:01

Executive Function Expert (#220)

Teach and Retire Rich ·

2022/06/03

Former teacher teaches executive function techniques to middle school, high school and college students. EF Specialists City Year Meridian Wealth Management 403bwise.org

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45:50

PSLF Waiver (#219)

Teach and Retire Rich ·

2022/05/27

Student loan experts David Gourley and Mychal Eagleson, CFP® discuss a time-sensitive student loan provision that could save borrowers thousands of dollars. Contact Mychal and David Federal Student Aid PSLF Waiver Info An Exceptional Life Financial Meridian Wealth Management 403bwise.org

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44:38

Taxable ETF > Pre-Tax 403(b)? (#218)

Teach and Retire Rich ·

2022/05/20

At what price point does it make sense to invest in a taxable brokerage account over a pre-tax 403(b)? Meridian Wealth Management 403bwise.org

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20:34

Super Superintendent (#217)

Teach and Retire Rich ·

2022/05/13

Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness. Wisconsin-Dells A-rated 403(b) Plan Meridian Wealth Management 403bwise.org

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38:30

The Market is Down. But You Shouldn't Be. (#216)

Teach and Retire Rich ·

2022/05/06

The market is off close to 13% year-to-date. We discuss why this might not be such a bad thing. Risk Tolerance Questionnaire Asset Allocation Information Meridian Wealth Management 403bwise.org

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30:31

iBond Mania (#215)

Teach and Retire Rich ·

2022/04/29

iBonds are paying eye-popping rates. We discuss. Treasury Direct Meridian Wealth Management 403bwise.org

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33:33

Stars of Learned by Being Burned (#214)

Teach and Retire Rich ·

2022/04/22

We profile teacher Barb Besal who narrated Learned by Being Burned: Teachers and the K-12 403(b), and veteran journalist Steve Buel who researched, reported and wrote the series. Barb Besal's November 2020 pod interview

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29:01

Arizona Fin Lit Teacher (#213)

Teach and Retire Rich ·

2022/04/15

Teacher and member of state task force on financial literacy, Michele Bentivegna, talks teaching financial literacy. Arizona Financial Literacy Task Force on Fin Lit ngpf.org Meridian Wealth Management 403bwise.org

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39:37

Secure Act 2.0 (#212)

Teach and Retire Rich ·

2022/04/08

Retirement plan bill that passed the House on a 414-5 vote and is expected to be signed into law brings significant changes to retirement plans. We discuss. CIT Pod What is a CIT? Meridian Wealth Management 403bwise.org

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29:51

Two Things (#211)

Teach and Retire Rich ·

2022/04/01

Scott's out this week, but Dan has two important announcements. The Long View Podcast Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

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48:10

Honor Roll (#210)

Teach and Retire Rich ·

2022/03/25

We share our ratings for 3,041 school district 403(b) plans. We read the names of the school districts who earned a B or an A. District Plan Rating Project It's Brutal Out Here Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

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47:22

Christine Benz (#209)

Teach and Retire Rich ·

2022/03/18

We speak with Morningstar's director of personal finance, co-host of The Long View podcast, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and the book Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Christine Benz Learned by Being Burned podcast Meridian Wealth Management 403bwise.org

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36:52

50 Million More Reasons to Hate AXA/Equitable (#208)

Teach and Retire Rich ·

2022/03/11

One of our least favorite companies looks to be in some hot water with the SEC. Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty Learned by Being Burned Meridian Wealth Management 403bwise.org

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35:18

Someone Walked Into My Room

Teach and Retire Rich ·

2022/03/10

Learned by Being Burned: Teachers and the K-12 403(b). The short series that explores the dysfunctional world of supplemental retirement plans, the maddening industry behind them, and the growing movement to fix what is broken.

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20:21

Burning to Share (#207)

Teach and Retire Rich ·

2022/03/04

We share big news that has been two years in the making. Learned by Being Burned Meridian Wealth Management 403bwise.org

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27:42

5 Myths About the 403(b) (#206)

Teach and Retire Rich ·

2022/02/25

We debunk some 403(b) misunderstandings. 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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