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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

29:11

403(b) Lemon Challenge (#131)

Teach and Retire Rich ·

2020/09/25

In California, it's the worst of 403(b) times (too many vendor choices), and it's the best of 403(b) times (generally at least one good vendor). Unfortunately, not all districts in the state have at least one good vendor. We challenged the community to find the lemons. Challenge met! 403(b) Lemon Challenge 403bcompare.com Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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45:13

Millennial Educator (#130)

Teach and Retire Rich ·

2020/09/18

Twenty-something music teacher Keelan paid off $45,000 in student loan debt. He shares financial wisdom in his blog: Millennial Educator. Millennial Educator Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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26:42

Got Vanguard? How About Aspire? You might. (#129)

Teach and Retire Rich ·

2020/09/11

403bwise launches new vendor search tool that allows users to quickly see if they have Vanguard or Aspire available at work. Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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43:29

Single Vendor Focus (#128)

Teach and Retire Rich ·

2020/09/04

Former teacher turned investment advisor representative helps school districts move to a single vendor 403(b) plan. Investors Asset Management Katie Oliver 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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01:06:48

Getting Out of a Bad 403(b) Annuity (#127)

Teach and Retire Rich ·

2020/08/28

New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging... How to Get Out of a Bad 403(b) 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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33:25

Penny Pinching Pathologist (#126)

Teach and Retire Rich ·

2020/08/21

New York speech pathologist gets wise to saving for retirement while helping others. 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org Email: pennypinchingpathologist (at) gmail.com

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29:41

What's That Phishy Smell in Your Inbox? (#125)

Teach and Retire Rich ·

2020/08/14

Across the country teachers are being spammed by phony financial professionals. A savvy high school teacher almost took the bait. PERA Lead Generation Company File an FTC Complaint 403(b) Trojan Horses (Pod) Football Coach Scores with 403(b) (Pod) We Teach and Live Well Cookie Monger 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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34:50

AIG/Valic SEC Settlement (#124)

Teach and Retire Rich ·

2020/08/07

We talk $40 million AIG/Valic settlement with the SEC. Link to Stories on Settlement Pod: You Down with SEC? 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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53:36

Choir Teacher + Author on F.I.R.E. (#123)

Teach and Retire Rich ·

2020/07/31

Crystal, a 36-year old high school choir director and author, plans to retire soon. Crystal's Book: Retirement for Teachers: How to Come Up with a Plan That Works for You Seed Savers California Teachers Have Great 403(b) Choices. They Just Don't Know It. Pod: 403(b) Trojan Horses 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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38:54

Our Teachers Need an Oxygen Mask (#122)

Teach and Retire Rich ·

2020/07/24

Speech pathologist discusses concerns about teaching in the fall in the midst of a global pandemic. In Defense of Our Teachers by Dave Grohl 403bwise Advocacy 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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44:21

Teacher + 403bwise Super Advocate Greg Ford (#121)

Teach and Retire Rich ·

2020/07/17

Scott and Dan talk with northern California high school teacher Greg Ford who is a member of the first-ever 403bwise Super Advocacy cohort. Bonus material: Dan gets results of his Covid-19 screening on air. 403bwise Advocacy 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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46:11

Our Money Stories with Eugenie´ George (#120)

Teach and Retire Rich ·

2020/07/10

Former Teach for America and charter school teacher Eugenie´ George talks about her new book which explores how personal history, ancestry and environments influences money habits. Our Money Stories: A Six Week No B.S. Holistic Financial Wellness Plan @_EugenieGeorge 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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39:35

403(b)ill of Rights (#119)

Teach and Retire Rich ·

2020/07/03

We re-introduce an updated 403(b)ill of Rights. Ten simple ideas that are hardly revolutionary. 403(b)ill of Rights 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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45:13

Estate Planning Simplified (#118)

Teach and Retire Rich ·

2020/06/26

We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus, an affordable, user-friendly estate planning service. EP Navigator Plus 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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47:01

CITs in the 403(b)? (#117)

Teach and Retire Rich ·

2020/06/19

Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan. Ben Taylor The Case for CITs in the 403(b) Bill Introduced to Allow Collective Investment Trusts in 403(b)s 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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52:55

The Budget Teacher (#116)

Teach and Retire Rich ·

2020/06/12

Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances. The Budget Teacher 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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40:54

WEA Member Benefits (#115)

Teach and Retire Rich ·

2020/06/05

Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers. WEA Member Benefits Previous Podcast with WEA 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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59:05

Aspire to Be in the 403(b) Vanguard (#114)

Teach and Retire Rich ·

2020/05/29

Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye. Vanguard 403(b) Information Aspire Financial Services 403(b) Information 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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39:34

403(b) Trojan Horses (#113)

Teach and Retire Rich ·

2020/05/22

Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products. 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

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35:22

Pension Maximization (#112)

Teach and Retire Rich ·

2020/05/15

Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard. 403bwise Events What is a 403(b)? video Meridian Wealth Management 403bwise.org

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410 results

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