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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

27:46

Episode #51: Vanguard 403(b) Changes

Teach and Retire Rich ·

2017/09/03

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. How The New Vanguard 403(b)7 Helps and Hurts 403(b)wise Meridian Wealth Management Moreland & Arbuckle

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45:53

Episode #50: The Monk Who Wants to Fix the 403(b)

Teach and Retire Rich ·

2017/08/07

We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management. Doug was featured in a June 9, 2017 NY Times piece by one of our favorite writers Ron Lieber. Story was titled The Monk Who Left the Monastery to Fix Broken Retirement Plans. 403(b)wise Meridian Wealth Management LongView Asset Management LLC The Monk Who Left the Monastery to Fix Broken Retirement Plans Moreland & Arbuckle

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43:27

Episode #49: Music Teacher Escapes AXA

Teach and Retire Rich ·

2017/06/18

An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 403(b)wise Meridian Wealth Management

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36:56

Episode #48: Consolidating Retirement Plans

Teach and Retire Rich ·

2017/05/01

Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 403(b)wise Meridian Wealth Management

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54:40

Episode #47: A Couple Gets Out of Debt

Teach and Retire Rich ·

2017/04/09

Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b). 403(b)wise Meridian Wealth Management

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30:34

Episode #46: Professor Financial Literacy

Teach and Retire Rich ·

2017/03/28

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study. Key takeaways: Professors give themselves a "B" One third feel like beginning investors Three in ten unsure how retirement savings are invested Retirement Readiness Survey for Higher Education Professionals 403(b)wise Meridian Wealth Management

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41:00

Episode #45: Fighting to Save the Fiduciary Rule

Teach and Retire Rich ·

2017/03/13

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration. Micah Hauptman Conflict of Interest Rule Fact Sheet Email comments to: EBSA.FiduciaryRuleExamination@dol.gov. Include RIN 1210-AB79 in the subject line of the message. To President-Elect Trump: What If Everything You’ve Been Told

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24:21

Episode #44: New NY Times 403(b) Article

Teach and Retire Rich ·

2017/03/04

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state. Matthew Lesser 403(b)wise Meridian Wealth Management

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01:06:30

Episode #43: Two Educators Get Wise

Teach and Retire Rich ·

2017/02/19

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college. Saving for College 403(b)wise Meridian Wealth Management Beer Misty Mountain IPA by Back East Brewery of Bloomfield, CT Hurricane Kitty by Keegan Ales of Kingston, NY Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA Double White by Marble Brewery of

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56:36

Episode #42: The Millionaire Educator's Big Life Move

Teach and Retire Rich ·

2017/01/28

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing. Millionaire Educator Accessing money prior to age 59 1/2 Roth conversion 403(b)wise Meridian Wealth Management

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57:17

Episode #41: A 23-Year-Old Student Teacher Talks...

Teach and Retire Rich ·

2016/12/18

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be married and she is about to enter the classroom full time. What should she know about saving for retirement? Think Your Retirement Plan Is Bad? Talk to a Teacher An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers Even Math Teachers Are at a Loss to Understand Annuities Nonprofit Employees, Already Underpaid, Face

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30:30

Episode #40: Mellody Hobson of Ariel Investments

Teach and Retire Rich ·

2016/11/27

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics. Ariel Investments TED Talk: Color blind or color brave? Vanity Fair interview with Mellody Ariel Community Academy

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34:00

Episode #39: Live at FinCon16

Teach and Retire Rich ·

2016/11/13

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees. What is a 457(b)? LAUSD 457(b) Plan FinCon Steve Schullo

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39:58

Episode #38: The New York Times Drops the Hammer on...

Teach and Retire Rich ·

2016/10/27

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories. Think Your Retirement Plan Is Bad? Talk to a Teacher An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers Claymation: What do a fox, a wolf, and sheep have to do with

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01:11:58

Episode #37: From PhD to Life

Teach and Retire Rich ·

2016/10/13

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia. From PhD to Life 403(b)wise Meridian Wealth Management

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01:24:32

Episode 36: Dina and Tony Isola of Ritholtz Wealth...

Teach and Retire Rich ·

2016/09/18

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm. Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options. Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great

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47:29

Episode 35: Ed Derman of CalSTRS

Teach and Retire Rich ·

2016/08/31

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California. CalSTRS 403(b)compare

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55:50

Episode 34: Higher Ed Retirement Plan Lawsuits

Teach and Retire Rich ·

2016/08/11

We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and Vanderbilt University, and Yale University for excessive retirement plan fees. M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees

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41:15

Episode 33: 403(b) Church Plans

Teach and Retire Rich ·

2016/07/27

We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic of the Congregation Sole. Rabbi Evan Moffic Reform Pension Board IRS Church Plan Information 403(b) Shark Attack

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52:58

Episode 32: How a 7th Grade Teacher Got a Better...

Teach and Retire Rich ·

2016/07/13

Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer to add a quality, low-fee vendor. Prosperous Teachers Teach and Retire Rich 403bwise.com Meridian Wealth Management

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