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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

29:51

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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07:14

Andrew Hallam Bonus Episode (#205)

Teach and Retire Rich ·

2022/02/19

Extended conversation with Andrew Hallam. We discuss healthcare for the nomad and meeting up in person. Andrew Hallam 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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48:13

Balance: How to Invest and Spend for Happiness,...

Teach and Retire Rich ·

2022/02/18

Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book. Andrew Hallam 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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27:43

5 Savings Steps Teachers Need to Take (#203)

Teach and Retire Rich ·

2022/02/11

After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement. Survey: Teachers' Preparedness for Retirement: Results from a Nationally Representative Teacher Survey 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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01:00:50

How California K-14 403(b) Plans Can go Single Vendor...

Teach and Retire Rich ·

2022/02/03

Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor. School District 403(b) Plans and Investment Selection School District 403(b) Plans and Recordkeeper Selection School District 403(b) Plans and Participation-Directed Investments 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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46:18

North Carolina to Shutter Its 403(b) (#201)

Teach and Retire Rich ·

2022/01/28

We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation. North Carolina to Discontinue State Based 403(b) Plan at Year End Supreme Court Northwestern University 403(b) Ruling 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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34:56

Serving the Military Community (#200)

Teach and Retire Rich ·

2022/01/21

This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy. Financial Dominance: Your Battle Plan for a Richer Life 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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53:59

Award Winning Single Vendor 403(b) Plan (#199)

Teach and Retire Rich ·

2022/01/14

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan. Award Winning Plan 403bwise Plan Grade 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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46:28

Teacher of the Deaf and Hard of Hearing (#198)

Teach and Retire Rich ·

2022/01/07

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement. ITDHH Conference TL; DR: Financial Literacy for Illinois Teachers' Retirement System Members 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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13:56

2021 Openings (#197)

Teach and Retire Rich ·

2021/12/30

Our podcast openings from 2021. 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

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46:14

Top 3 403(b) Stories of 2021 (#196)

Teach and Retire Rich ·

2021/12/24

We discuss what we think are the top three 403(b) stories of 2021. Green Light for Single Vendor 403(b) Plans in California? Chicago Public Schools Goes Single Vendor Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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38:21

How Small School Districts Can Offer a Great 403(b)...

Teach and Retire Rich ·

2021/12/17

Five options available to small school districts who want to offer a great 403(b) plan. Small School Districts Can Offer Top Notch 403(b) Programs When Bad 403(b) Vendors Offer Good 403(b) Products Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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41:08

Green Light for Single Vendor 403(b) Plans in...

Teach and Retire Rich ·

2021/12/10

Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss. School District 403(b) Plans and Investment Selection California Dreaming of Better 403(b) Plans The Elephant in the Room Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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32:26

Chicago Public Schools Goes Single Vendor (#193)

Teach and Retire Rich ·

2021/12/03

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor. Video of 403bwise Zoom Event for Chicago Public Schools Plan Rating Project Podcast Meridian Wealth Management 403bwise.org

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410 results

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