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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

44:44

Episode 31: Teaching and Saving in Higher Ed

Teach and Retire Rich ·

2016/06/28

Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a CFP®. In episode 31 she talks to us about teaching and saving in higher ed. Attainable Wealth Teach and Retire Rich 403bwise.com Meridian Wealth Management

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34:05

Episode 30: Students Discuss Financial Literacy

Teach and Retire Rich ·

2016/06/12

In episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class.

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44:18

Episode 29: Teaching Financial Literacy in an Inner...

Teach and Retire Rich ·

2016/06/01

Dustin Voss began teaching in 2007 in Chicago Public Schools. After his first year of teaching at South Shore School of Technology, he was laid off and did a year of substitute teaching. in 2009 he was hired at Fenger High School and has taught civics, personal finance, entrepreneurship, and other social science classes since. He has a masters degree in curriculum and instruction and achieved National Board Certification in 2013.

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45:07

Episode 28: Moving to a Single Vendor

Teach and Retire Rich ·

2016/05/25

Debby Karton of IPPFA Benefits helps employers move to a single vendor.

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44:24

Episode 27: Dan's Daughter Chooses a College

Teach and Retire Rich ·

2016/05/05

Dan's daughter Lily discusses the process of choosing a college. She also offers tips for high school kids just starting this process.

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55:31

Episode 26: NTSA NEA Non Sense; New Look for 403(b)wise

Teach and Retire Rich ·

2016/04/21

Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise.

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01:43:38

Episode 25: Loss

Teach and Retire Rich ·

2016/04/07

Retired teacher Steve Schullo and 403bwise founder Dan Otter share what it is like to lose a spouse. They also discuss the financial implications of losing a loved one.

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52:27

Episode 24: One Union That Does the 403(b) Right

Teach and Retire Rich ·

2016/03/24

Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.

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50:28

Episode 23: How Advisors Can Serve the K-12 Market

Teach and Retire Rich ·

2016/03/09

Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market. Beer Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.

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01:00:44

Episode 22: Working with an Advisor

Teach and Retire Rich ·

2016/02/25

What do you need to know when working with an advisor?

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01:19:19

Episode 21: Good Annuity. Bad Annuity.

Teach and Retire Rich ·

2016/02/11

Dan and Scott examine the annuity. We look at the good, the bad, and the ugly. Beer Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of Burlington, Vermont. Dan drinks an Otra Vez Gose-Style Ale from Sierra Nevada Brewing Company of Chico, California.

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48:02

Episode 19: The College Solution (pt. 1)

Teach and Retire Rich ·

2016/01/27

Dan and Scott talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college. Topics covered include: the absurdity of college rankings; the dangers of focusing on a handful of schools; the metrics that lead to a happy college student; why research universities may not be the best choice for undergrads; and the realities of athletic scholarships. Beer Scott drinks an Islander IPA from

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25:28

Episode 20: The College Solution (pt. 2)

Teach and Retire Rich ·

2016/01/27

Dan and Scott continue their talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college. Beer Scott drinks an Islander IPA from Coronado Brewing Company of Coronado, California. Dan drinks a Grapefruit Sculpin IPA from Ballast Point Brewing Company of San Diego, California.

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01:34:40

Episode 18: Ed Mills a.k.a. The Millionaire Educator

Teach and Retire Rich ·

2016/01/14

Dan and Scott talk with Ed Mills a.k.a. The Millionaire Educator. Ed and his wife, who is also a teacher, saved $104,000 in 2015. Not only are he and his wife hard-core savers, they are also willing to move from one school district to another to gain access to better 403(b) investment choices, or to trigger the separation from service provision that allows them to move their 403(b) assets to lower cost investments. Beer (and Wine) Ed drinks a red "Black Box" cabernet wine. Scott drinks a Chain

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56:10

Episode 17: Looking Back Looking Forward

Teach and Retire Rich ·

2016/01/04

Dan and Scott take a look back at their 2015 investing successes and failures. They also share 2016 savings plans and investing goals.

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01:12:29

Episode 16: Economic and Financial Literacy at Amy...

Teach and Retire Rich ·

2015/12/16

Dan and Scott visit Amy Biehl Charter High School in downtown Albuquerque, NM where every senior takes a hybrid economic and financial literacy course. This isn’t your typical course. Topics covered include: political ideology and economic policy, predatory lending, and red lining along with financing college, cars and mortgages. Dan and Scott interview students Jonathan, Alicia, Serina, and their teacher Bryan Wehrli. Beer Dan and Scott drank the following beer at Dan's AFTER the interviews were

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01:20:54

Episode 15: Sheryl Garrett, CFP, owner of the Garrett...

Teach and Retire Rich ·

2015/12/03

Dan and Scott interview fiduciary planner Sheryl Garrett, CFP, owner of the Garrett Planning Network. Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, fee-only financial planners. The Network exists "to make competent, objective advice accessible to all people." Sheryl has been singled out by president Obama for her support of advisor fiduciary standards. In this interview, Sheryl discusses a variety of financial planning topics including

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01:08:53

Episode 14: Ken Ford of Warick Valley Financial Advisors

Teach and Retire Rich ·

2015/11/25

Dan and Scott interview Warwick, N.Y. based planner Ken Ford owner of Warwick Valley Financial Advisors. Ken has begun to focus on working with K-12 teachers in the Warwick, N.Y. area. He talks about his effort to serve what he believes is an underserved market: K-12 teachers. Beer Ken drinks an Imperial Pumpkin Ale from Southern Tier Brewing Company of Lakewood, NY; Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of South Burlington, VT; Dan drinks a Slice of Hefen Wheat Ale

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49:07

Episode 13: Scott Senseney of Fidelity Investments

Teach and Retire Rich ·

2015/11/04

Dan and Scott interview Scott Senseney of Fidelity's Tax Exempt Market Business. Topics covered include: Fidelity’s approach to the K-12 market (they have approximately 4,000 client accounts); how to get Fidelity in your school district; Fidelity’s approach to the college/university and tax-exempt markets; and Fidelity's recent success at winning single vendor RFPs. We also asked Scott about the challenges of increasing enrollment in public K-12 403(b) plans, how Fidelity personalizes service, and

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01:06:34

Episode 12: Dave Grant, CFP, The Finance for Teachers...

Teach and Retire Rich ·

2015/10/21

Dan and Scott interview Dave Grant, a Certified Financial Planner who specializes in working with teachers. Dave grew up in England and came to the United States because of a girl — a teacher — who is now his wife. Dave talks about his business model, working with teachers, and a new financial initiative he just launched called: The Finance for Teachers Network (FFTN). The goal of the network is to bring educator-focused financial advisors from across the United States into one place to learn best

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