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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

53:59

From Engineer to Fiduciary Advisor (#342)

Teach and Retire Rich ·

2024/10/04

Jesse Cramer went from designing satellite telescopes to financial planning. The host of The Best Interest Podcast talks career transition, Rochester, N.Y., and financial planning. Best Interest Podcast Best Interest Blog How Much Life Insurance Do You Need Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement

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53:14

Former Equitable Advisor Talks Shop (#341)

Teach and Retire Rich ·

2024/09/27

Pennsylvania advisor Gibson McCracken talks about his time at Equitable and how he's serving educators now. Flick Financial The Teacher Tribune 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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12:33

Educating Future Teachers About the Dangers of the...

Teach and Retire Rich ·

2024/09/20

Scott and Dan have a heart-to-heart about new 403bwise.org tools to help pre-service teachers get wise to the 403(b) and teacher retirement plans. On-Demand Learning Module for Pre-Service Teachers YouTube video for Pre-Service Teachers Blog Post: Inoculating Pre-Service Teachers From 403(b) Sales Sharks Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement 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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54:20

Weatherman Talks 403(b)s, Investing, and Forecasting...

Teach and Retire Rich ·

2024/09/13

Award-winning meteorologist and fin lit fan Greg Dee of ABC Action News in Tampa, FL talks investing, forecasting, and a day in the life of a weatherman. Greg Dee, ABC Action News Tampa, FL Award for Broadcast Meteorology (for life saving work) Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement

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19:08

Oops Equitable Might Be In Trouble Again (#338)

Teach and Retire Rich ·

2024/09/06

The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities. Case Summary Contact Law Firm Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement Bills Fan Wins Fanatics Fest Costume Contest and Tickets to Every Major Domestic Sports Championship Our Pod with Bills fan Sarah Petersen Learned by Being Burned - Short pod

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32:44

How to Money pt. 2 (#337)

Teach and Retire Rich ·

2024/08/30

Part two of our inteview with Joel Larsgaard and Matt Altmix of the How to Money website and podcast. How to Money 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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38:51

How to Money pt. 1 (#336)

Teach and Retire Rich ·

2024/08/23

Popular podcast hosts and best friends Joel Larsgaard and Matt Altmix of the How to Money website and podcast, talk friendship, podcasting, and money (pt. 1). How to Money 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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26:14

Tall Tales: Insurance Industry and 403(b)/457(b)...

Teach and Retire Rich ·

2024/08/16

On more than one occasion we have heard red-rated vendors declare that fixed insurance products are now subject to a best interest standard for 403(b) sales in most states. This is false. Comparing CFP Board’s Code of Ethics and Standards of Conduct to The NAIC’s Suitability in Annuity Transactions Model Regulation #275 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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30:14

The Market Is Down and Up and So Is Dan (#334)

Teach and Retire Rich ·

2024/08/09

Dan and Scott discusses Dan's medical scare and market volatility. From Soft Landing to Emergency Landing? by Cullen Roche 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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25:59

Financial Mistakes. Dan Has Made a Few. (#333)

Teach and Retire Rich ·

2024/08/02

Dan shares some of his financial mistakes. He also takes a quick trip down his journalism career memory lane. 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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36:18

Learned by Being Burned: Someone Walked Into My Room...

Teach and Retire Rich ·

2024/07/26

Episode 1 of the 5-part series Learned by Being Burned the short pod series where teachers share how they were sold high-cost annuity products, the barriers they face to getting better, lower-cost investment choices, and the growing advocacy movement working to fix the K-12 403(b). Note: This episode previously ran two years ago. We thought our growing audience would enjoy hearing this first episode. We will return with regular Teach and Retire Rich episodes next week. The entire series is available

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29:44

NTSA Country Club Awards (#331)

Teach and Retire Rich ·

2024/07/19

Scott and Dan get a little personal before talking about NTSA’s so-called Elite Advisor Awards. 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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34:39

Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)

Teach and Retire Rich ·

2024/07/12

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop. Fulton County Public Schools 403(b) Plan 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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49:40

403(b)ill of Rights Refreshed (#329)

Teach and Retire Rich ·

2024/07/05

The 403(b)ill of Rights is one of the first 403(b) blog posts Dan ever wrote. It first appeared around July 4, 2000. Over the years we have made incremental improvements to it. What follows is a refresh. The new Amendment 12 may be considered radical. Frankly, it's radical that it is even needed. 403(b)ill of Rights Refreshed 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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01:03:04

Empowering Women; Warning About Dangers of Medicare...

Teach and Retire Rich ·

2024/06/28

After a career at IBM, Lucretia Ryan founded Financial Freedom for Women, an organization whose goal is to help women gain financial independence. In addition to writing about financial issues, she puts on free retirement optimization workshops for women. After helping her late mother navigate healthcare in retirement, Lucretia warns about the dangers of Medicare Advantage. Financial Freedom for Women 9.25.24 Event: Medicare "Advantage" Dirty Little Secrets Learned by Being Burned - Short pod

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36:39

Unlocking Teacher Savings Superpowers (# 327)

Teach and Retire Rich ·

2024/06/21

Teacher and podcast host Shaun Morgan talks saving for retirement. The Teacher Money Show 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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49:04

Anne Tergesen of The Wall Street Journal (#326)

Teach and Retire Rich ·

2024/06/14

We talk journalism, 403(b), and the personal finance beat with Anne Tergesen, reporter for The Wall Street Journal. Anne Tergesen 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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57:19

Retired Teacher Pays it Forward (#325)

Teach and Retire Rich ·

2024/06/07

Maggie Mason is a retired English teacher from Santa Barbara who put on a highly successfully free financial seminar to benefit her colleagues. Santa Barbara Education Foundation 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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35:45

The Legislator Who Took On K-12 403(b) Reform (#324)

Teach and Retire Rich ·

2024/05/31

Illinois educator-turned state legislator Karina Villa — who was once sold an unsuitable, high-cost 403(b) — proposed a K-12 403(b) reform bill that would have ended front-end and back-end loads. It would have capped advisor fees and administration fees at 0.50% respectively, and it would have required vendors to offer low-cost index funds and low-cost target date funds. Of course, the bad actors in the industry hated it. And of course they flooded the zone with money, lobbyists, distortions, and

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01:10:05

Curious About Becoming a Fiduciary Advisor? (#323)

Teach and Retire Rich ·

2024/05/24

Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event. Emily Maretsky Teacher Financial Planner Katz-Moses Financial The Externship (deadline May 24, 2024) 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

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