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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

59:14

AXA/Equitable Bermuda Triangle (#151)

Teach and Retire Rich ·

2021/02/12

Bad AXA/Equitable things come in threes. Equitable Bermuda Triangle Mutating 403(b) Phish 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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49:01

Early F.I.R.E. (#150)

Teach and Retire Rich ·

2021/02/05

Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it. 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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01:02:57

The Excellent Ohio 457(b) Plan (#149)

Teach and Retire Rich ·

2021/01/29

We talk 457(b) with Christina Elliott, executive director of Ohio’s excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers. Ohio Deferred Compensation Plan 403(b)/457(b) Side-by-Side Comparison 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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46:42

Cooperation & Collaboration (#148)

Teach and Retire Rich ·

2021/01/22

Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement. Lindenwood University Anthony Scheffler 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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01:36:07

Teachers Who Got Better Investment Choices (#147)

Teach and Retire Rich ·

2021/01/14

Recording of our January 6, 2021 event with three teachers who successfully added better 403(b) and/or 457(b) investment choices. 403bwise Events Adam Pod Tara Pod Chris Pod 403bwise Advocacy Tools 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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59:12

Fire in the Belly (#146)

Teach and Retire Rich ·

2021/01/08

New Jersey teachers says no to bad 403(b) choices and yes to educating colleagues about saving for retirement. 403bwise Events When Bad 403(b) Vendors Offer Good Investing Choices 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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01:11:18

Saying No to No (#145)

Teach and Retire Rich ·

2020/12/31

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor. 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org Build Your Stax by NGPF.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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37:35

ESG Investing (pt. 2) (#144)

Teach and Retire Rich ·

2020/12/24

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management. Joey Fishman 403bwise Events 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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35:33

ESG Investing (pt. 1) (#143)

Teach and Retire Rich ·

2020/12/18

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management. Joey Fishman 403bwise Events 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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46:51

Helping Colleagues Get Wise (#142)

Teach and Retire Rich ·

2020/12/11

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots. Picture from Dan's 1995 Trip to a Miami Dolphin Game 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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48:38

Mail Bag (pt. 2) (#141)

Teach and Retire Rich ·

2020/12/04

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery. 00:08 Social Security and teacher pensions 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account? 14:04 What to do with a bad 403(b) vendor? 19:45 Which vendors should I lobby my district to add? 23:17 Dan’s beer name ideas 25:09 How to help co-workers without sounding boorish, condescending and

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51:38

Mail Bag (pt. 1) (#140)

Teach and Retire Rich ·

2020/11/27

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 1:39 The math behind retiring early vs. waiting to maximize pension benefit 24:35 Health Savings Account (HSAs) 33:16 Does it make financial sense to switch school districts? 37:46 Retire early once pension benefit has been maximized? 43:46 What to do with 403(b) plans from former employers 403bwise Teaching and Advocacy Tools 403bwise Events What is a

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53:10

Model Teaching (#139)

Teach and Retire Rich ·

2020/11/20

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement. Teacher Story with Barb 403bwise Teaching and Advocacy Tools 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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01:04:29

Teachers Can Be Financially Fit (#138)

Teach and Retire Rich ·

2020/11/13

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit. Mark Schug Mark and Dan on NGPF Podcast 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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34:50

Teaching Pre-Service Teachers About the 403(b) (#137)

Teach and Retire Rich ·

2020/11/06

Teaching teachers about the 403(b) before they enter the classroom. Eric McClarey Financial Concepts Every New Teacher Should Know 457(b) > 403(b)? Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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37:07

Adding a 457(b) Easy as 123 (#136)

Teach and Retire Rich ·

2020/10/30

Super advocate Chris Nye shares how easy it was to add a 457(b) from Fidelity at his school district. Fight for Better 457(b) > 403(b)? Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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57:06

Roth Conversion and Backdoor Roth Contribution (#135)

Teach and Retire Rich ·

2020/10/22

Scott discusses how to convert a Traditional IRA to a Roth IRA and how to do a Backdoor Roth Contribution. Dan talks about dentistry. How to Convert to a Roth IRA Convert IRA Roth Calculator How to Do a Backdoor Roth Conversion Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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41:34

The Roth IRA (#134)

Teach and Retire Rich ·

2020/10/16

We talk Roth IRA which for many teachers can be a better option than the 403(b). Modified Adjusted Gross Income (MAGI) Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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53:13

Directing Financial Literacy (#133)

Teach and Retire Rich ·

2020/10/09

Aaron Standish is the Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida. It's a position every school district should have. He can be reached on Twitter at @SDPBC_FinLit Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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46:24

FinLit Fanatic (#132)

Teach and Retire Rich ·

2020/10/02

Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices. NGPF Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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410 results

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