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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

40:07

BIG News (#71)

Teach and Retire Rich ·

2019/07/24

Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement. 403bwise.org Meridian Wealth Management Next Gen Personal Finance

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41:06

Bachety is Back (#70)

Teach and Retire Rich ·

2019/07/18

Dan picks up his conversation with Long Island, N.Y. teacher Nancy Bachety who drops some big news. Next Gen Personal Finance 403(b)wise Meridian Wealth Management

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50:16

Teacher + 403(b) Advocate (#69)

Teach and Retire Rich ·

2019/07/05

Dan talks teaching, teaching personal finance, and 403(b) advocacy with one of our favorites: Nancy Bachety. HEARTH electronic collection of books and journals in Home Economics and related disciplines at Cornell University Next Gen Personal Finance 403(b)wise Meridian Wealth Management

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43:47

Pittsburgh Teacher (#68)

Teach and Retire Rich ·

2019/06/22

With Scott out of the country, Dan is joined by fiduciary planner, Breanna Reish, CFP®, as they interview a Pittsburgh middle school science teacher who is trying to get better vendor choices. Act V: New Pennsylvania Law Requires 4 403(b) Vendors Wealth of Confidence Late Bloomer Millionaire 403(b)wise Fiduciary Advisor Directory 403(b)wise Meridian Wealth Management

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35:01

Planner Breanna Reish (#67)

Teach and Retire Rich ·

2019/06/13

Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP®, and a member of the 403(b)wise Fiduciary Advisor Directory. Wealth of Confidence Late Bloomer Millionaire 403(b)wise Fiduciary Advisor Directory 403(b)wise Meridian Wealth Management

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31:25

AXA 403(b) Trickery? (#66)

Teach and Retire Rich ·

2019/06/04

An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication. 403(b)wise Meridian Wealth Management Reps and the CFP® Designation The Annuity Trap That Teachers Need to Avoid

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37:55

UTLA Talk (#65)

Teach and Retire Rich ·

2019/05/11

We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles. 403(b)wise Meridian Wealth Management Next Gen Personal Finance The 457(b) Plan (#63) 403bcompare.com (#52)

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34:18

Planner Mychal Eagleson (#64)

Teach and Retire Rich ·

2019/02/17

We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory. An Exceptional Life Financial 403(b)wise 403(b)wise Fiduciary Advisor Directory 457(b) Information 457(b) Information from the IRS Meridian Wealth Management Moreland & Arbuckle

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35:57

The 457(b) Plan (#63)

Teach and Retire Rich ·

2019/01/14

We talk 457(b) plan. What is it? How does it work? How is different than a 403(b)? Is it better than the 403(b)? 403(b)wise 457(b) Information 457(b) Information from the IRS Meridian Wealth Management Moreland & Arbuckle

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45:36

GoldenMinus (#62)

Teach and Retire Rich ·

2018/11/12

We talk increased 403(b) contribution limits, our visit to the New York Times, Securities and Exchange Commission (SEC) involvement in the 403(b), and a not-so-golden 403(b) product. 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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40:20

Fighting Conflict of Interest (#61)

Teach and Retire Rich ·

2018/09/04

We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. The firm then provides solutions to remedy the conflict.

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33:49

Stuck in AXA (#60)

Teach and Retire Rich ·

2018/07/29

Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done. Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans The 403(b)wise Fiduciary Advisor Directory 403(b)wise Meridian Wealth

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29:23

Fee-Only Planner (#59)

Teach and Retire Rich ·

2018/04/29

Delia Fernandez, MBA and CFP®, is founder and president of Fernandez Financial Advisory, LLC, an independent, fee-only financial planning and registered investment advisory firm in Los Alamitos, California, which she opened in 1994. She helps individuals and small business owners plan and invest for their future. She describes herself as the "Kind of advisor she would like to use." Delia is a frequent speaker to employee groups and is often quoted in publications such as the Los Angeles Times and

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01:00:36

Teacher Turned Planner (#58)

Teach and Retire Rich ·

2018/03/27

Our guest is Ryan Frailich, a fee-only planner from New Orleans and a former teacher, who was recently profiled in a March 16, 2018 New York Times story called Teachers and Annuities: A Questionable Match and Hard Products to Shed. Ryan who operates Deliberate Finances, recently passed the CFP® exam and is now working on completing his 6,000 planning hours. He’s also a future member of the 403(b)wise Fiduciary Advisor Directory. 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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26:24

A Fiduciary Directory (#57)

Teach and Retire Rich ·

2018/03/07

We discuss the launch of The 403(b)wise Fiduciary Advisor Directory. The 403(b)wise Advisor Fiduciary Directory 403(b)wise Meridian Wealth Management Pod with advisor Dave Grant (#12) Pod with advisor Inga Chira (#31) Pod with advisor Tony Isola (#36) Moreland & Arbuckle

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45:35

The Market is Down (and so is Scott) (#56)

Teach and Retire Rich ·

2018/02/11

Wait, the market goes down? Dan and Scott talk fluctuation, flu and media market fever. A Wealth of Common Sense 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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39:21

Episode #55: A Crash is Coming (or Maybe Not)

Teach and Retire Rich ·

2018/01/07

Scott and Dan discuss increased 403(b) and 457(b) contributions, the raging bull market, and the Buffalo Bills finally making it back to the playoffs. 403(b) Contribution Limits 457(b) Contribution Limits 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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31:19

Episode #54: TIAA Troubles

Teach and Retire Rich ·

2017/12/04

On October 21, 2017 a pretty damaging New York Times article came out about a company — TIAA or TIAA CREF — that we have long admired. We discuss. The Finger-Pointing at the Finance Firm TIAA 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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43:48

Episode #53: Custodian Cleans Up His 403(b)

Teach and Retire Rich ·

2017/11/10

Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving. 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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45:51

Episode #52: 403bcompare.com

Teach and Retire Rich ·

2017/10/01

Wouldn’t it be great to know how much the investments in your 403(b) cost? Wouldn’t it be great to know if there were surrender charges and how long they last? Such a resource exists and it’s called 403bcompare.com We talk 403bcompare with Mike Wilson one of the architects of the site’s redesign. 403bcompare 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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