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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

43:28

Teachers Are Getting Schooled (#111)

Teach and Retire Rich ·

2020/05/08

We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b). Teachers Are Getting Schooled on Retirement A Studebaker Auto Plant and ERISA Transparency with Diana B 403bwise Events What is a 403(b)? video Meridian Wealth Management 403bwise.org

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01:06:54

Working with Clients During a Pandemic (#110)

Teach and Retire Rich ·

2020/05/01

Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently. 403bwise Events What is a 403(b)? video Meridian Wealth Management 403bwise.org

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34:30

Crisis Mandates 403(b) Fix (#109)

Teach and Retire Rich ·

2020/04/24

Furloughs and layoffs are coming. At a minimum school districts must add one low-cost vendor now to help ease some financial pain. Blog: Crisis Mandates School Districts Fix 403(b) Now What is a 403(b)? video Meridian Wealth Management 403bwise.org

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43:54

403(b) Escape Hatch (#108)

Teach and Retire Rich ·

2020/04/17

We discuss a way to get out of a bad 403(b) that is available in 2020 as a result of the recently passed CARES Act. What is a 403(b)? video Meridian Wealth Management 403bwise.org

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58:47

Student Loans and the CARES Act (#107)

Teach and Retire Rich ·

2020/04/09

Scott and I talk CARES Act student loan information with fiduciary planner Mychal Eagleson, CFP® and president of An Exceptional Life Financial. An Exceptional Life Financial CARES Act Student Loan Information February 2019 interview with Mychal What is a 403(b)? video Meridian Wealth Management 403bwise.org

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01:04:08

CARES Act Information for Teachers (#106)

Teach and Retire Rich ·

2020/04/03

We discuss the recently passed CARES Act and how it impacts teachers. Rebates for individuals (3:45) Penalty-free distribution from 403(b)/457(b) etc. (27:43) 403(b)/457(b) etc. loan provisions (36:35) RMD changes (50:44) Charitable contributions (53:25) Jeffrey Levine An Exceptional Life Financial 403bwise CARES Act Information What is a 403(b)? video Meridian Wealth Management 403bwise.org

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59:05

Teachers React to Market (#105)

Teach and Retire Rich ·

2020/03/27

Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod. What is a 403(b)? video Meridian Wealth Management 403bwise.org

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01:18:02

Market Volatility Questions (#104)

Teach and Retire Rich ·

2020/03/20

The 403bwise Facebook Group community had a lot of questions about market volatility. We try to provide answers. The New York Times Annuity Scam Article The New York Times: Your Money and the Coronavirus: You Asked, Experts Answered What is a 403(b)? video Meridian Wealth Management 403bwise.org

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55:06

Calming Nerves (#103)

Teach and Retire Rich ·

2020/03/13

A Jonathan Clements blog post is the inspiration for latest podcast. Jonathan Clements Cullen Roche Cullen Roche on Teach and Retire Rich podcast What is a 403(b)? video Meridian Wealth Management 403bwise.org

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01:06:17

Equity-Indexed Annuities (#102)

Teach and Retire Rich ·

2020/03/06

An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities. The Myth of "Free" No-Expense Fixed or Equity-Indexed Annuities What is a 403(b)? video Meridian Wealth Management 403bwise.org

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28:00

Head for the Hills! (#101)

Teach and Retire Rich ·

2020/02/28

We talk crashing markets and what it means for our listeners. What is a 403(b)? video Meridian Wealth Management 403bwise.org

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33:05

Keeping it 100! (#100)

Teach and Retire Rich ·

2020/02/21

To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment. All Podcast Episodes What is a 403(b)? video Meridian Wealth Management 403bwise.org

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43:52

The Roth IRA (#99)

Teach and Retire Rich ·

2020/02/14

We talk Roth IRA which for many young teachers may be a superior choice than the 403(b). 457(b), 401(a) and Roth IRA Loose Chaos Stickers What is a 403(b)? video Meridian Wealth Management 403bwise.org

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53:47

Happy Saver (#98)

Teach and Retire Rich ·

2020/02/07

Justin, a Baltimore city math teacher saves more than 75 percent of his income. He discusses teaching, his financial journey, the "happy meter," and his top teacher savings hacks. What is a 403(b)? video Meridian Wealth Management 403bwise.org

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48:13

2020 Wise Money Moves (#97)

Teach and Retire Rich ·

2020/01/31

Recording of our 2020 Wise Money Moves video conference with CFPs Scott Dauenhauer and Breanna Reish, two fiduciary planners with a deep knowledge of the financial issues facing teachers. What is a 403(b)? video Wealth of Confidence Meridian Wealth Management 403bwise.org

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04:16

403bwise Radio (#96)

Teach and Retire Rich ·

2020/01/29

When the NTSA goes low. We write a song, and then enlist our creative friends. What is a 403(b)? video Meridian Wealth Management 403bwise.org

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28:21

Banned and Videoed (#95)

Teach and Retire Rich ·

2020/01/24

Scott and Dan were all set to attend the National Tax-Deferred Savings Association's conference in Denver this weekend and then Scott got an email. Also, 403bwise.org releases a What is a 403(b)? video Meridian Wealth Management 403bwise.org

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38:50

457(b) > 403(b)? (#94)

Teach and Retire Rich ·

2020/01/17

Scott thinks a new 457(b) rule could make that plan a better choice than the 403(b). Pod #63: The 457(b) Meridian Wealth Management 403bwise.org

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59:42

Teacher Rob FI-elan (#93)

Teach and Retire Rich ·

2020/01/10

Today’s guest, Rob Phelan, who we are jokingly dubbing Rob FI-elan, is the kind of teacher you wish you had or that your kids had. Not only does he teach them personal finance concepts, he teaches them how to start their own business. He is also part of the FI or Financial Independence movement which means he has several side hustles. The Simple Startup Rob’s Teachers Pay Teachers page Meridian Wealth Management 403bwise.org

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43:12

Fight for Better! (#92)

Teach and Retire Rich ·

2020/01/03

Teacher Chris Nye, who we are dubbing the "403(b) Guy" is remarkable. Not only has he gotten better vendor choices for his district, he has helped countless teachers via educational workshops and one-on-one meetings. 06:00 AXA guy cometh 07:02 Need 25 colleagues interested to add T. Rowe Price 08:27 Educating colleagues 11:06 Helping colleagues get out of bad choices 11:56 Colleague inspired to add Vanguard 13:35 How to become a 403(b) advocate 17:40 Importance of investing costs 22:20 Threats

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