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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

43:12

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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44:24

Year End Mail Bag (#91)

Teach and Retire Rich ·

2019/12/27

In this last pod of the year we answer some reader questions, give a preview of some 2020 403bwise initiatives and Dan reads a poem called: How the TPA Grinch Stole the 403(b). 00:34 Jibberish including discussion of Star Wars and German soldiers on crystal meth 04:35 403bwise Facebook Group killing it 07:09 Dan gets and misses a Facebook Inquiry from a TV Reporter 08:15 Dan Flynn has a word generator 09:46 Traditional IRA vs. Roth IRA (pre-tax vs. Roth) 18:11 Special Medicare Tax 20:44 403(b) and

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10:32

The Wall Street Journal Takes on Unions (#90)

Teach and Retire Rich ·

2019/12/19

In what we are jokingly calling an emergency pod, we discuss the just released article Teachers Pay High Fees for Retirement Funds. Unions Are Partly to Blame. by Anne Tergensen and Gretchen Morgenson of The Wall Street Journal. This is the union-focused 403(b) article we have been long hoping for. Teachers Pay High Fees for Retirement Funds. Unions Are Partly to Blame. Meridian Wealth Management 403bwise.org

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25:52

The Doctor (and Planner) Is In - Part 2 (#89)

Teach and Retire Rich ·

2019/12/13

Part two of our interview with Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. We touched on a cross section of healthcare and planning topics: 00:23 Which Senator killed the public option? 01:48 Importance of the public option 02:10 Elisabeth Rosenthal book How Health Care Became Big Business and How You Can Take It Back 04:25 Ideas for fixing healthcare 5:16 Origin of “ObamaCare” 06:11 Ted Kennedy and healthcare 06:35 Nixon had a good healthcare plan 08:24 The

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32:05

The Doctor (and Planner) Is In - Part 1 (#88)

Teach and Retire Rich ·

2019/11/23

We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now. Carolyn McClanahan, MD, CFP® Meridian Wealth Management 403bwise.org 403bwise.org Facebook Group

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45:59

What a Fiduciary Advisor Can Do for Teachers - Part 2...

Teach and Retire Rich ·

2019/11/15

In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation. Breanna Reish, CFP® Meridian Wealth Management 403bwise.org 403bwise.org Facebook Group

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28:28

What a Fiduciary Advisor Can Do for Teachers - Part 1...

Teach and Retire Rich ·

2019/11/15

Dan interviews fiduciary planners Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help teachers. In part one we look at helping the new teacher, and helping the mid-career teacher. Breanna Reish, CFP® Meridian Wealth Management 403bwise.org 403bwise.org Facebook Group

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37:45

Let's Go (to) Buffalo! (#85)

Teach and Retire Rich ·

2019/11/08

Topics include: Dan's trip to Buffalo to talk 403(b) with Williamsville, NY teachers, 2020 403(b) contribution limits, and how Horace is not the 403(b) Mann. Buffalo, NY Grain Elevators Buffalo Riverworks Brewery + Hockey 403bwise.org Meridian Wealth Management 403bwise.org Facebook Group

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22:45

What a Week (#84)

Teach and Retire Rich ·

2019/10/31

We talk new 403(b) articles from The Wall Street Journal and The Dallas Morning News. We also discuss AXA gaslighting. Hurting Texas teachers to help pad insurance company pockets Bill declares open season on Texas teachers’ retirement funds SEC Probes AIG Unit on Retirement Products for Teachers 403bwise.org Meridian Wealth Management 403bwise.org Facebook Group

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24:24

Ugly Model (#83)

Teach and Retire Rich ·

2019/10/23

We talk Buffalo Springfield 2019 moment and Florida’s misnamed Model 403(b) Plan. For What It’s Worth 2019 Florida Model 403(b) Plan Thrift Savings Plan 403bwise.org Meridian Wealth Management 403bwise.org Facebook Group

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52:31

You Down With S.E.C.? You Know Me (#82)

Teach and Retire Rich ·

2019/10/19

We talk about our newest blog post — An Even Fishier Smell in the Teacher's Lounge — growth of the 403bwise.org Facebook Group, the video of our appearance on the Motley Fool Answers podcast and our participation in an S.E.C. 403(b) event. An Even Fishier Smell in the Teacher's Lounge RISE 2.0 of California Motley Fool Answers with Dan and Scott Next Gen Personal Finance

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52:15

Big Thinker (#81)

Teach and Retire Rich ·

2019/10/11

Scott and Dan talk with one of the smartest financial minds: Cullen Roche who runs the Orcam Financial Group. Scott and Cullen talk money, finance, and economics while Dan takes notes! pragcap.com Orcam Financial Group 403bwise.org Meridian Wealth Management 403bwise.org Facebook Group

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46:05

Spreading Financial Wisdom (#79)

Teach and Retire Rich ·

2019/09/27

Jackie Cummings Koski, author of Money Letters 2 My Daughter, a book of financial wisdom written for her then high school aged daughter. Jackie will soon retire from a corporate job to focus on her passion: spreading financial literacy. We talk about her book, how she achieved F.I.R.E. (Financially Independent Retire Early), and her future plans around teaching personal finance. Resources: Money Letters 2 My Daughter 403bwise.org Meridian Wealth Management 403bwise.org Facebook Group

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45:42

Accessing Your 403(b) (#78)

Teach and Retire Rich ·

2019/09/13

Scott goes deep on how to access a 403(b)... 02:00 Accessing after age 59.5 09:54 Accessing before age 59.5 but after age 55 15:18 Accessing before age 50 a.k.a. S.E.P.P. a.k.a. 72(t) withdrawal 19:20 Borrowing from a 403(b) 26:03 Disability 27:43 Divorce 33:40 Death Resources:Accessing a 403(b) 457(b) Information The 457(b) Plan Podcast Working with a Financial Professional 403bwise.org Facebook Group

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42:31

Football Coach Scores with 403(b) (#77)

Teach and Retire Rich ·

2019/09/06

We talk to coach and longtime F04 (Friend of 403bwise) Chad Stoner who, along with his teacher-baker wife, Stacey, is building an impressive retirement portfolio. Resources Stacey @TheCookieMonger Episode 19 – The College Solution (pt. 1) Episode 20 – The College Solution (pt. 2) Episode 27 – Dan’s Daughter Chooses a College 403bwise.org Meridian Wealth Management

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56:04

Teacher Turned Advocate Turned Advisor (#76)

Teach and Retire Rich ·

2019/08/30

Scott and Dan interview District of Columbia teacher turned 403(b) advocate turned advisor Andrew Katz-Moses who wrote an article that details how the financial service industry preys on new District of Columbia Public School employees. They also discuss Scott and Dan's upcoming trip to Washington, D.C. Katz-Moses Financial DCPS retirement plans are costing educators millions. We can fix it 403bwise.org Meridian Wealth Management

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33:23

The Fish is Still Smelly in the Teachers' Lounge (#75)

Teach and Retire Rich ·

2019/08/23

Scott and Dan discuss strategies the insurance industry uses to hook teachers on their high fee products. There is Still a Fishy Smell in the Teachers' Lounge AXA "Advisors" had a seat at the table at the San Francisco Unified School District New Teacher Orientation. 403bwise.org Meridian Wealth Management

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41:44

The Wealthy Custodian (#74)

Teach and Retire Rich ·

2019/08/16

We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans. 403bwise.org Meridian Wealth Management 403bcompare.com

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50:51

Uneasy Feeling About Her 403(b) (#73)

Teach and Retire Rich ·

2019/08/07

We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan. 403bwise.org Meridian Wealth Management 403bcompare.com

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31:27

Massachusetts Teacher (#72)

Teach and Retire Rich ·

2019/08/01

Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b). 403bwise.org Meridian Wealth Management Next Gen Personal Finance

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