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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

01:10:49

GPO & WEP Impact (#171)

Teach and Retire Rich ·

2021/07/02

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21). Michael Kitces GPO article Michael Kitces WEP article Devin Carroll WEP Explainer WEP/GPO Facebook Group Social Security Solutions 403bwise Meridian Wealth Management

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40:33

Maslow Before Bloom (#170)

Teach and Retire Rich ·

2021/06/25

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students. https://www.feelgoodteaching.com/ https://403bwise.org/

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27:29

Child Tax Credit (#169)

Teach and Retire Rich ·

2021/06/18

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details. IRS Child Tax Credit Information Rich Smith YouTube Child Tax Credit Explainer 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full

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54:00

SECURE Act (#168)

Teach and Retire Rich ·

2021/06/11

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions. 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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34:38

Aspire Financial Services (#167)

Teach and Retire Rich ·

2021/06/04

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news. Aspire Financial Services Matt Drummond 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full

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40:27

Vanguard Alums Form RIA (#166)

Teach and Retire Rich ·

2021/05/27

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed. Pegasus Financial Planning 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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51:09

Bill Bernstein (#165)

Teach and Retire Rich ·

2021/05/21

Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups. The Delusions of Crowds: Why People Go Mad in Groups. If You Can 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific

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51:29

Michelle Singletary (#164)

Teach and Retire Rich ·

2021/05/14

Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide, her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time. Michelle Singletary What to Do With Your Money When Crisis Hits 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this

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01:22:29

Investing vs. Speculation (#163)

Teach and Retire Rich ·

2021/05/07

Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 6, 2021 403bwise Event. An Exceptional Life Financial 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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38:14

How to Get Out of a Bad 403(b) Plan (#162)

Teach and Retire Rich ·

2021/04/30

Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures. 0-8:46 Dan Shares Two Animal Stories 8:47-38:13 Financial Portion of Podcast CNBC: Invest in Teachers 5.5.21 from 4-5pm EST How to Get Out of a Bad 403(b) Plan 403bwise Events Meridian Wealth Management 403bwise.org

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01:22:28

4 Who Retired (#161)

Teach and Retire Rich ·

2021/04/23

Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event. Money Letters 2 My Daughter Late Bloomer Wealth 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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01:00:52

D-I-V-O-R-C-E (#160)

Teach and Retire Rich ·

2021/04/16

CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce. Emily Johnson, CFP®, CDFA What is a 403(b)? (video) Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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01:15:52

Power of State Based 403(b) & 457(b) Plans (#159)

Teach and Retire Rich ·

2021/04/09

Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event. CalSTRS Pension 2 Ohio Deferred Compensation 403bcompare 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or

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51:51

Colorado PERA Expert (#158)

Teach and Retire Rich ·

2021/04/01

Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association). TL;DR: Financial Literacy for Employees of Colorado Public Schools: Optimizing Financial Decisions Based on your PERA and School District Benefits Book Resources Colorado PERA Interested in Collaborating with Karl? 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are

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01:10:14

Happy Travel Hacker (#157)

Teach and Retire Rich ·

2021/03/26

Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks travel hacking: how to do it, who it is for, and who it is not for. Garritt Financial Solutions Happy Saver TRR Pod #98 Happy Meter Podcast Choose FI Travel Hacking Travel Freely Rich Smith YouTube Channel The Secret History of the Credit Card 403bwise Events Meridian Wealth Management 403bwise.org

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38:31

The Wealthy Custodian Retires Pt. 2 (#156)

Teach and Retire Rich ·

2021/03/19

Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement. The Wealthy Custodian Retires Pt. 1 (pod 155) The Wealthy Custodian (pod 74) Custodian Cleans Up His 403(b) (pod 53) 403bwise Events Meridian Wealth Management 403bwise.org

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52:13

The Wealthy Custodian Retires Pt. 1 (#155)

Teach and Retire Rich ·

2021/03/12

One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement. The Wealthy Custodian (pod 74) Custodian Cleans Up His 403(b) (pod 53) 403bwise Events Meridian Wealth Management 403bwise.org

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01:33:11

Women & Personal Finance (#154)

Teach and Retire Rich ·

2021/03/05

Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event. 403bwise Events Meridian Wealth Management 403bwise.org

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43:49

Too Many 403(b) Vendors (#153)

Teach and Retire Rich ·

2021/02/25

Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists. Blog: Too Many 403(b) Vendors Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It. In Praise of 403bcompare.com The Paradox of Choice 403bwise Events Meridian Wealth Management 403bwise.org

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01:17:42

Educating Pre-Service Teachers About the 403(b) (#152)

Teach and Retire Rich ·

2021/02/19

Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21). Eric McClarey Mark Schug Anthony Scheffler 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific

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