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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

44:24

403(b)/457(b) Basics: How to Get Out of a Bad 403(b)

Teach and Retire Rich ·

2025/07/11

In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible. Stuck in a Bad 403(b)? How to Get Out of Equitable/AXA Bad 403(b) Vendors w/Good Choices 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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39:36

The Wealthy Custodian on Retirement and Hiring an...

Teach and Retire Rich ·

2025/07/04

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate. The Wealthy Custodian (pod) The Wealthy Custodian in Retirement (pod) Questions to Ask a Professional Fiduciary Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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46:14

Summer Financial Moves + Dan Leases a Car (#380)

Teach and Retire Rich ·

2025/06/27

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. State of Student Loans? Chaos (pod) The Importance of Asset Allocation Tripit Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be

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01:03:13

She Had the K-12 403(b) Solution 25 Years Ago (#379)

Teach and Retire Rich ·

2025/06/20

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). Barbara Healy EGTRRA Industry Lobbyist Brian Graff Describes How Many Vendors His Retirement Plan Has (1:03 mark) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or

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01:08:43

The State of Student Loans? Chaos. (#378)

Teach and Retire Rich ·

2025/06/13

Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now. K-12 Planning Public Service Loan Forgiveness Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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27:26

Tennessee Throws Teachers to the Wolves (#377)

Teach and Retire Rich ·

2025/06/06

Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about it 3) What teachers and state employees should do. Tennessee Throws Teachers to the Wolves (Blog Post) Tennessee Legislators Illegally Voting with Sticks (John Oliver) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or

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42:43

457(b) Heaven (#376)

Teach and Retire Rich ·

2025/05/30

The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success. LAUSD 457(b) Deferred Compensation Plan Fund Lineup Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can

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56:39

Tariff Talk with Cullen Roche (#375)

Teach and Retire Rich ·

2025/05/23

Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. An Autopsy of American Exceptionalism Three Things - China Deal Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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25:03

Equitable EQUI-VEST Commissions Revealed (#374)

Teach and Retire Rich ·

2025/05/16

Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges. The Price of Enrollment Podcast on SIOs Plan Fee Disclosure Form for University of Jamestown Equitable Plan Fee Disclosure Brochure Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice

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48:54

Market Volatility Wisdom (#373)

Teach and Retire Rich ·

2025/05/09

Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjoy. First 100 Days of Trump 2 Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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51:26

Retired Educator Turned Fiduciary Advisor (#372)

Teach and Retire Rich ·

2025/05/02

Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. 395 Financial Planning Retired Teacher Pays It Forward (Maggie Mason/Santa Barbara) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a

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35:51

403(b)/457(b) Basics: Asset Allocation

Teach and Retire Rich ·

2025/04/25

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b). Importance of Asset Allocation by Barb O'Neill The Price of Peace: Why diversification is difficult, but necessary by Nick Maggiulli Risk Tolerance Assessment Cullen Roche Discipline Funds Basics of the 403(b) & 457(b): How to start a 403(b) (pod) Nothing presented or discussed

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34:22

Spring Cleaning Your Personal Finances (#370)

Teach and Retire Rich ·

2025/04/18

Barbara O’Neill, PhD, CFP, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a monthly columnist for 403bwise talks spring cleaning your personal finances. Spring cleaning is more than deep cleaning and decluttering. It is a great time to neaten up your finances. Spring Cleaning Your 403(b) and Personal Finances The Truth About So-Called "No Fee" Products Meridian Wealth Management 403bwise.org

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48:12

Father & Daughter Educators: Partners in 403(b)...

Teach and Retire Rich ·

2025/04/11

Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy. Cleveland Hill School District 403(b/457(b) Vendor List Hamburg Central School District 403(b)/457(b) Vendor List The Truth About So-Called "No Fee" Products Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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33:05

Equitable Threatens Educator (#368)

Teach and Retire Rich ·

2025/04/04

Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence. Read the letter The Truth about Structured Investing Options (SIOs) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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46:45

Captain America of Consumer Protection #367

Teach and Retire Rich ·

2025/03/28

Erin Witte, Director of Consumer Protection for the Consumer Federation of America, discusses the work she does protecting consumers in the face of a very anti-consumer climate. Erin Witte Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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46:21

Inside the NTSA Summit Conference (#366)

Teach and Retire Rich ·

2025/03/21

Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place. NTSA Works Against Teachers Best InterestsAudio + Transcript of Brian Graff LAUSD Appearance Video of Brian Graff LAUSD Appearance NTSA Puts the Tax in the K-12 403(b) Vanguard Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from

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20:03

403(b) Basics: How to start a 403(b)

Teach and Retire Rich ·

2025/03/14

We debut a new pod series: Basics of the 403(b) & 457(b). In this series, which will eventually get its own channel, we will go over the basics of how these plans work, and how they can be used to save wisely for retirement. First off: How to Start a 403(b). 403(b) Basics CalSTRS Pension 2 Enrollment Fidelity Enrollment (need an Employer Plan number) Vanguard Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be

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27:58

Does This Phishy 403(b) Email Violate FINRA...

Teach and Retire Rich ·

2025/03/07

Teacher gets phishy email from Equitable salesperson. Does it violate FINRA section 2210(d)(1)(A) and (B)? Equitable to Pay $50 Million Penalty What's That Phishy Smell in Your Inbox? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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52:25

Retiring Before 65: How to Avoid Health Insurance...

Teach and Retire Rich ·

2025/02/28

Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy. Retiring Before 65: How to Avoid Health Insurance Nightmares Choose the Best Medicare Plan Congressional District Interactive Map: How Much Will ACA Premium Payments Rise if Enhanced Subsidies Expire? Financial Freedom for Women Dirty Little Secrets of Medicare

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