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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

32:47

4 Ghoulishly Good Stories (#398)

Teach and Retire Rich ·

2025/10/31

Tricks and Treats: Vanguard in a little hot water; Florida doing the right thing; NEA Member Benefits targeted; Equitable doing Equitable things. Vanguard Conflicted Florida Putting State 457(b) Out to Bid Congress Investigating NEA Member Benefits Equitable Doing Equitable Things Joey Running Tribute Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can

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33:13

Her 401(k) Contributions Vanished—and Her Company Had...

Teach and Retire Rich ·

2025/10/24

Dan's wife, Amanda, had more than $50,000 withheld from her 401(k) plan. This wasn't money that was a match. It was her money. She was recently featured in a Wall Street Journal story on 401(k) theft. Scott and Dan discuss the story. Her 401(k) Contributions Vanished—and Her Company Had No Answers (WSJ) Search 401(k) Form 5500 Filing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as

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55:41

Flipping the Switch From 403(b) Saver to Post-Career...

Teach and Retire Rich ·

2025/10/17

Barb O'Neill, CFP®, AFC®, walks us through 403(b) withdrawal strategies in retirement. Transitioning From 403(b) Saver to Post-Career Spender (blog post w/resources) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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48:38

He Makes His Young Kids Listen to Our Pod (#395)

Teach and Retire Rich ·

2025/10/10

We had a blast speaking with North Carolina educator/retirement plan advocate, Daniel Noles. Not only is he helping colleagues get wise to saving for retirement, he makes his own kids listen to our pod. But don't hold that against him! As he closes in on retirement he’s considering a second act as a financial advisor. Gaston County Schools - D plan but excellent 457(b) option Educator Turned Advisor Mary Ann Sullivan Learned by Being Burned (short pod series about K-12 403(b) issues)

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01:02:57

Stocks and Music Unscripted (#394)

Teach and Retire Rich ·

2025/10/03

Jeff Santoro is an educator from New Jersey and Jason Hall is a financial writer and analyst. Together they host the Investing Unscripted podcast. We talk about getting wise to saving, music, and even engage in a little stock picking. Investing Unscripted West Windsor-Plainsboro Regional School District Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This

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19:36

Remembering Jonathan Clements (#393)

Teach and Retire Rich ·

2025/09/26

We share our recollections of, and interactions with, the former Wall Street Journal columnist, founder of HumbleDollar.com, and friend of 403bwise. No Regrets Farewell Friends Thank You, Jonathan Podcast with Jonathan Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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35:08

Teacher-Author Focused on Improving Educator...

Teach and Retire Rich ·

2025/09/19

Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Director of Training and Outreach for the Southern Education Retirement Consortium. Danny Kofke Where to Spend, Where to Save: A Teacher’s Guide to Managing Your Finances Southern Education Retirement Consortium Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian

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01:09:59

Current State of Student Loans? More Chaos (#391)

Teach and Retire Rich ·

2025/09/12

Student loan guru and former teacher, David Gurley, who we have dubbed the "Loan Ranger," returns to update us on the ever-changing world of student loans. K-12 Planning studentaid.gov Student Loan Planner Student loan repayment plans have shifted — and more changes are ahead. Here’s what borrowers need to know (CNBC) Student Loans Are About to Look Very Different (NY Times) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing

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36:52

Morningstar’s Jeff Ptak (#390)

Teach and Retire Rich ·

2025/09/05

The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing. It's So Simple Substack: Basis Pointing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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55:29

How Beautiful is the OBBBA for Educators? (#389)

Teach and Retire Rich ·

2025/08/29

The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. An OBBBA Summary for 403(b) Plan Participants Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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54:15

When to Take Social Security (#388)

Teach and Retire Rich ·

2025/08/22

Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19, 2025. FinancialFreedomforWomen.org Presentation Slides Most Americans Claim Social Security at the Wrong Time Podcast: Dirty Little Secrets of Medicare “Advantage” Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or

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54:41

The Wealth Ladder with Nick Maggiulli (#387)

Teach and Retire Rich ·

2025/08/15

Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The Wealth Ladder Of Dollars And Data Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner

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48:05

Julius Prezelski Talks Teaching Fin Lit, Coaching,...

Teach and Retire Rich ·

2025/08/08

Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent retirement. Long Time Basketball Coach Fin Lit Educator Retires Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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54:45

403bwise to Get Wiser? (#385)

Teach and Retire Rich ·

2025/08/01

Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location. Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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54:40

Look Back at Legislative Fight to Fix the California...

Teach and Retire Rich ·

2025/07/25

More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spearheaded the effort to fix the broken California K-12 403(b) plan. California Dreaming (of better 403(b) plans) Dick Shafer Green Light for Single

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30:39

Equitable Does the Right Thing; Delaware State 403(b)...

Teach and Retire Rich ·

2025/07/18

Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss. Equitable Agent Threatens Teacher (blog) Equitable Agent Threatens Educator (pod) Truth About SIOs (pod) 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) 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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44:24

403(b)/457(b) Basics: How to Get Out of a Bad 403(b)

Teach and Retire Rich ·

2025/07/11

In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible. Stuck in a Bad 403(b)? How to Get Out of Equitable/AXA Bad 403(b) Vendors w/Good Choices 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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39:36

The Wealthy Custodian on Retirement and Hiring an...

Teach and Retire Rich ·

2025/07/04

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate. The Wealthy Custodian (pod) The Wealthy Custodian in Retirement (pod) Questions to Ask a Professional Fiduciary Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified

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46:14

Summer Financial Moves + Dan Leases a Car (#380)

Teach and Retire Rich ·

2025/06/27

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. State of Student Loans? Chaos (pod) The Importance of Asset Allocation Tripit Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be

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01:03:13

She Had the K-12 403(b) Solution 25 Years Ago (#379)

Teach and Retire Rich ·

2025/06/20

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). Barbara Healy EGTRRA Industry Lobbyist Brian Graff Describes How Many Vendors His Retirement Plan Has (1:03 mark) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or

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