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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

01:13:18

Episode 11: Mark Luckinbill of Aspire Financial Services

Teach and Retire Rich ·

2015/10/07

Dan and Scott interview Mark Luckinbill of Aspire Financial Services. Mark is head of 403(b), 457(b) and IRA products for Aspire. One way to describe the firm is an aggregator of mutual fund companies and investment products. Through the Aspire platform educators or staff can get access to most of the popular mutual fund companies including low cost, no-load funds like Fidelity and Vanguard. Aspire is available in more than 3,500 school districts across the country. Beer Dan drinks a Pumpkick Ale

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56:23

Episode 10: Financial Challenges of Same Sex Couples

Teach and Retire Rich ·

2015/09/23

Dan and Scott interview retired teacher and 403(b) advocate Steve Schullo and husband Dan Robertson. The couple, who co-wrote Late Bloomer Millionaires, share how they met, talk about their financial mistakes and successes, and discuss the financial challenges of same sex couples. Note: Dan Robertson passed away shortly after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

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55:52

Episode 9: Market Volatility; Podcast Critique

Teach and Retire Rich ·

2015/09/10

Dan and Scott critique the podcast to date, explain the meaning of the phrase Teach and Retire Rich, discuss recent market volatility, and Scott announces a movement to get a certain financial hero of ours on the podcast. Beer Dan drinks a Black IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.

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01:05:49

Episode 8: Steve Schullo: 403(b) Warrior

Teach and Retire Rich ·

2015/09/02

Dan and Scott interview retired Los Angeles teacher Steve Schullo, who almost single-handedly started the 403(b) reform effort. After being duped into buying a high-fee variable annuity as a new teacher, Steve began a decades long effort to help teachers get better investment choices. He’s battled administrators, benefits officials, unions, and financial industry lobbyists. Steve, along with husband Dan Robertson, co-wrote Late Bloomer Millionaires which details their investing mistakes and

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58:08

Episode 7: Teacher Joe Minnuto Returns

Teach and Retire Rich ·

2015/08/19

Dan follows up with 6th grade teacher Joe Minnuto about the bad 403(b) choices available to him and his wife, who is also a teacher. Dan and Joe also talk Buffalo sports including “Wide Right” and “No Goal!” Beer Dan drinks a Wet Mountain IPA from the Canteen Brewhouse of Albuquerque, NM; Joe drinks a Tangier IPA from Southern of Tier Lakewood, NY.

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01:04:47

Episode 6: Teacher Joe Minnuto and his bad 403(b)...

Teach and Retire Rich ·

2015/08/06

Dan and Scott try to help 6th grade teacher Joe Minnuto with his bad 403(b) choices. Topics covered include: 90-24 outside-of-plan exchange, 403(b) vs. a Roth IRA, Third Party Administrators (TPAs), Vanguard and TPAs, Aspire and open architecture plans, investor share class vs institutional share class, and the 457(b). Beer Dan drinks a Happy Camper IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks a Tower 10 IPA from Karl Strauss of San Diego, CA; Joe drinks a Buffalo Lager from

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48:39

Episode 5: Dealing with a bad 403(b) plan

Teach and Retire Rich ·

2015/07/23

Dan and Scott offer advice on what to do if stuck with bad 403(b) choices. Topics covered include: How to know if you have a bad 403(b); Steps to take to get a better plan; and Foregoing a 403(b) for a Roth IRA. They also discuss the fee-finding resource 403(b)compare.com; Dan shares a bit about his recent trip to England where he took in a Liverpool football (soccer) match at Anfield. Scott shares a bit about his recent trip to Hawaii. Beer Dan drinks a Farmer's Tan Red Ale from Tractor Brewing of

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57:34

Episode 4: The 403(b) Plan (part 2)

Teach and Retire Rich ·

2015/07/09

Dan and Scott continue their discussion on the much misunderstood 403(b). Topics covered include: pre-tax 403(b) contributions; post-tax Roth 403(b) contributions; options for a 403(b) when leaving an employer; penalty-free acess to the 403(b); hardship withdrawals and what happens to a 403(b) during a divorce. Scott gives his verdict on Dan's 2001 decision to roll over his CalSTRS pension into an IRA when he left California. Beer This is part 2 of our podcast on the 403(b) which was recorded right

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54:31

Episode 3: The 403(b) Plan (part 1)

Teach and Retire Rich ·

2015/07/02

Dan and Scott discuss the much misunderstood 403(b) retirement plan. Questions addressed include: What is it? How does it work? How can it be invested? How much can be contributed? When can it be accessed? Beer Dan drinks a Riverwalker IPA from Bosque Brewing of Albuquerque, NM. Scott (with apologies) drinks a Blue Moon from Coors Brewery of Conglomerateville, INC.

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01:04:05

Episode 2: Teacher Pensions

Teach and Retire Rich ·

2015/06/24

Dan and Scott discuss how teacher pension plans work. Dan describes how in 2001 when he left the state of California he rolled over his CalSTRS pension into a Vanguard Rollover IRA. Scott is not sure that was a good idea. Beer Dan drinks a Wildflower Wheat from Marble Brewery of Albuquerque, NM; Scott drinks an Orange Wheat from Hanger 24 Craft Brewing of Redlands, CA.

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33:48

Episode 1: Introduction

Teach and Retire Rich ·

2015/06/17

Dan and Scott describe how they got into teacher retirement plan advocacy. They also lay out their vision for the Teach and Retire Rich Podcast. Beer Dan drinks a Red Ryeot from La Cumbre Brewing Company of Albuquerque, NM; Scott drinks an Upheaval IPA from Widmer Brothers Brewing of Portland, OR.

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