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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

33:05

Equitable Threatens Educator (#368)

Teach and Retire Rich ·

2025/04/04

Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence. Read the letter The Truth about Structured Investing Options (SIOs) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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46:45

Captain America of Consumer Protection #367

Teach and Retire Rich ·

2025/03/28

Erin Witte, Director of Consumer Protection for the Consumer Federation of America, discusses the work she does protecting consumers in the face of a very anti-consumer climate. Erin Witte Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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46:21

Inside the NTSA Summit Conference (#366)

Teach and Retire Rich ·

2025/03/21

Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place. NTSA Works Against Teachers Best InterestsAudio + Transcript of Brian Graff LAUSD Appearance Video of Brian Graff LAUSD Appearance NTSA Puts the Tax in the K-12 403(b) Vanguard Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from

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20:03

403(b) Basics: How to start a 403(b)

Teach and Retire Rich ·

2025/03/14

We debut a new pod series: Basics of the 403(b) & 457(b). In this series, which will eventually get its own channel, we will go over the basics of how these plans work, and how they can be used to save wisely for retirement. First off: How to Start a 403(b). 403(b) Basics CalSTRS Pension 2 Enrollment Fidelity Enrollment (need an Employer Plan number) Vanguard Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be

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27:58

Does This Phishy 403(b) Email Violate FINRA...

Teach and Retire Rich ·

2025/03/07

Teacher gets phishy email from Equitable salesperson. Does it violate FINRA section 2210(d)(1)(A) and (B)? Equitable to Pay $50 Million Penalty What's That Phishy Smell in Your Inbox? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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52:25

Retiring Before 65: How to Avoid Health Insurance...

Teach and Retire Rich ·

2025/02/28

Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy. Retiring Before 65: How to Avoid Health Insurance Nightmares Choose the Best Medicare Plan Congressional District Interactive Map: How Much Will ACA Premium Payments Rise if Enhanced Subsidies Expire? Financial Freedom for Women Dirty Little Secrets of Medicare

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41:24

Chris Nye the 403(b) Guy Returns (#362)

Teach and Retire Rich ·

2025/02/21

We catch up with New Jersey high school business and personal finance teacher Chris Nye, one of the best 403(b) advocates in the country. He talks teaching personal finance, how teachers may have an excellent 403(b) choice already available and don't know it, and pension drama in New Jersey. Fight for Better (our first pod with Chris) Adding a 457(b) is As Easy As 1-2-3 (Chris's second appearance) Bad 403(b) Vendors with Good Choices Using Aspire Non Advisor Option Become a New Jersey Pension

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54:40

ERISA at 50 (#361)

Teach and Retire Rich ·

2025/02/14

Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age. How a 50-year-old law changed retirement and why it needs a facelift Dawn of ERISA Man with a Better Plan - We almost had a simpler retirement system Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org

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44:54

Social Security Fairness Act (#360)

Teach and Retire Rich ·

2025/02/07

Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for: Those currently collecting Social Security benefits Those new eligible to collect Social Security benefits Those lacking enough credits to qualify for Social Security benefits At the conclusion of the recording of this episode Scott got a call from a family

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53:14

Fantastic Mr. Fisch (#359)

Teach and Retire Rich ·

2025/01/31

Retired educator is prolific writer of state specific retirement guides for teachers (40 and counting); he's running for a seat on the Colorado PERA Board of Trustees; and he writes engaging and educational retirement planning material that he makes available for free. We discuss all of this and more. Fisch Financial Karl's State Specific Retirement Guides for Educators LA Wildfire Relief Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)

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34:27

Et tu, Vanguard? (#358)

Teach and Retire Rich ·

2025/01/24

We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts. Vanguard to Pay More than $100 Million Over Target Date Violations US Inflation Calculator 403bwise Vendor Grades LA Wildfire Relief Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted

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30:13

Banned Brokers Love the 403(b) (#357)

Teach and Retire Rich ·

2025/01/17

Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains. FINRA Broker Check LA Wildfire Relief Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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37:59

Teacher/Fin Lit Coordinator Joins Next Gen Personal...

Teach and Retire Rich ·

2025/01/10

Our guest today, Aaron Standish, is the former Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida who recently joined Next Gen Personal Finance as their Partnership & Adoption Manager for the Southeastern part of the country. ngpf.org NGPF On-Demand Modules The Most Important Class You Never Had Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or

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53:23

Looking Back, Looking Forward (#355)

Teach and Retire Rich ·

2025/01/03

Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025. 2024 Personal Finance Recap for 403(b) Participants Million Dollar 403(b) Mistake Morgan Housel books & podcasts Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be

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01:15:26

Top Teacher Financial Mistakes of 2024

Teach and Retire Rich ·

2024/12/27

Former Baltimore teacher-turned fiduciary advisor Justin Garritt discuss the top teacher financial mistakes of 2024 that he sees in his practice. Garritt Financial Solutions Baltimore Banner 403(b) Story Jeff Venables The Student Loan Planner The FIT Position: A Framework for Financial Success Morgan Housel books & podcasts Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed

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41:45

Supporting Teachers Emotionally and Financially (#353)

Teach and Retire Rich ·

2024/12/20

Mai Nguyen, director of the Department of Social and Emotional Wellness Supports for Buffalo Public Schools, talks supporting the whole child and teacher. She also discusses the 403(b)/457(b) event she held that attracted close to 300 educators. Buffalo Public Schools Department of Social, Emotional, and Wellness Supports Buffalo City Schools 403(b)/457(b) Plan Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management

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34:40

New and Improved Equi-vest 403(b) Product? (#352)

Teach and Retire Rich ·

2024/12/13

More like: Meet the new boss. Same as the old boss. We review Equitable's new Equi-vest Series 202 403(b) product. Note: We talk Buffalo Bills football and Oregon Duck football for the first six minutes and 25 seconds. Equi-vest Series 202 Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted

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45:19

Breaking Good (#351)

Teach and Retire Rich ·

2024/12/06

Dr. Jeff Venables is a veteran South Carolina Chemistry teacher whose advocacy led his district to add Aspire, Fidelity and Vanguard to their 403(b) lineup. But he's not done there. He's now lobbying state legislators. Jeff's District TL; DR Finanical Literacy for Employees of South Carolina Public Schools Karl Fisch State Books for Educators Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing

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26:17

Florida Men (#350)

Teach and Retire Rich ·

2024/11/29

Dan and Scott discuss their recent in-person speaking engagement in Florida which has left them a tad under-the-weather. They also discuss how to make the 457(b) even more superior to the 403(b). Finally, Dan hits Scott with a surprise topic. How does he react? Council for Great City Schools Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or

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30:00

Dan Turns 59.5 Which Means He's Eligible to Access...

Teach and Retire Rich ·

2024/11/22

Dan and Scott discuss accessing 403(b) money at 59.5 while working and the new age 60 "super" catch up provision which will go into effect in 2025. Dan also talks about completing the mission he and three other friends started in 1990: to see a game in every NFL city. 401(k)/403(b)/457(b) Age 60 "Super" Catch-Up One Weird Trick to Fix Retirement Plans a.k.a. "SECURE" Act 3.0 Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth

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409 results

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