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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

32:42

Introducing 457bwiser (#422)

Teach and Retire Rich ·

2026/04/17

Scott and Dan share their new resource and the reasoning behind it. 457bwiser.org 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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29:11

Corebridge + Equitable (#421)

Teach and Retire Rich ·

2026/04/10

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants. Three ways the Corebridge/Equitable merger could shake up the annuity market 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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01:18:53

High Gas Prices Don't Bother These Guys (#420)

Teach and Retire Rich ·

2026/04/03

403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs. Karl's EV data Join Us on April 5, 2026 for a Special Announcement. Info here 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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45:47

403(b)/457(b) Basics: Exchanges & Transfers

Teach and Retire Rich ·

2026/03/27

We dig into how to move money to a better employer vendor. In the 403(b) world this is called an "exchange." In the 457(b) world this is called a "transfer." How to intiate an exchange/transfer from one employer vendor to another Determine compliance administrator Determine if exchanges/transfers are permitted (almost always are) Determine what new vendors are available (see 403bwise rating system) Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out" Open account

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25:01

401 "Ayyyy" (#418)

Teach and Retire Rich ·

2026/03/20

Employers can contribute to a 457(b) but their additions count against the contribution limit. We discuss a workaround: adding a 401(a) plan, which surely Fonzie would give two thumbs up. What Are 401(a) Plans? Join Us on April 5, 2026 for a Special Announcement. Info here 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

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51:11

California Fin Lit Teacher (#417)

Teach and Retire Rich ·

2026/03/13

With an assist from the Wealthy Custodian, a California fin lit teacher teaches and learns key fin lit concepts. Next Gen Personal Finance The Wealthy Custodian 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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29:47

Doh! ASBO (#416)

Teach and Retire Rich ·

2026/03/06

The Ohio 457(b) is superb. Why did the Ohio ASBO create a low-quality 457(b) to compete with the great Ohio state plan? Doh! ASBO (Substack write up with charts) The Excellent Ohio 457(b) Plan (pod) Pablo Torre Finds Out 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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23:32

The Main Plan is a Maine 457(b) Plan (#415)

Teach and Retire Rich ·

2026/02/27

Technology teacher Daniel Picard describes how his small district explored starting a 403(b) but found the state-run MaineStart 457(b) a far superior choice. MaineStart 457(b) 403bwise MaineStart Grade Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management

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50:08

How 403(b) Consortiums Serve Small and Medium-Size...

Teach and Retire Rich ·

2026/02/20

Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows small to medium-size schools to band together to get favorable 403(b) pricing and services. Souther Education Retirement Consortium (SERC) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management

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32:21

How American Fidelity Exploits Section 125 Plans (#413)

Teach and Retire Rich ·

2026/02/13

Section 125 plans are a great way to save money for health care, dependent care, dental care and disability insurance on a pre-tax basis. American Fidelity, which sells high-cost 403(b) products, runs many of these plans for school districts. In many cases educators must meet with an AF rep in order to get the pre-tax benefit. During these meetings AF sales reps try to sell a blizzard of services. We discuss what employees and employers should do. Learned by Being Burned (short pod series about

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54:11

What I Learned Trying to Leave an Employer-Sponsored...

Teach and Retire Rich ·

2026/02/06

Many teachers are offered a subsidized Medicare plan from their school district when they retire. They are told this is a great benefit that they have contributed to their whole career. Sounds great, right? Most don't realize that what they are being offered is not traditional Medicare. It is a more restrictive form of healthcare called Medicare Advantage. They also don't realize that the choice they make at 65 can affect their healthcare options for the rest of their lives. As they get older and

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09:13

What is a Deadbox and Should You Have One? (#411)

Teach and Retire Rich ·

2026/01/30

Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis, explains what a "deadbox" is and why you might want one. Nectarine Personal Finance Club IG Account 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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31:06

This Advisor is Out on the K-12 403(b) Market (#410)

Teach and Retire Rich ·

2026/01/23

Ken Ford of Ford Wealth Management, who we first interviewed in 2015, shares why he is done with the K-12 403(b) market. Ford Wealth Management 2015 Pod with Ken The 7Twelve Portfolio 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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57:56

Nectarine Has Gotten Even Sweeter (#409)

Teach and Retire Rich ·

2026/01/16

We catch up with Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis. He updates us on the growth and the new services being offered. Nectarine March 2024 Pod with Jeremy 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

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34:55

403(B)/457(b) Basics: The Salary Reduction Agreement

Teach and Retire Rich ·

2026/01/09

What is it? How to use it to change contribution amount. We also talk new 2026 contribution limits. 403(b) Basics 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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52:19

Financial Resolutions + Some Favorite 2025 Things (#407)

Teach and Retire Rich ·

2026/01/02

Scott and Dan share their financial resolutions and discuss their favorite book, movie and TV show from 2025. They also discuss the penny's lucrative goodbye. 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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42:13

Wait, Why Am I Paying an Additional Medicare Tax? (#406)

Teach and Retire Rich ·

2025/12/26

Teachers who collect a pension, Social Security, and draw income from a non-Roth retirement account may face an additional Medicare tax. Lucretia Ryan of Financial Freedom for Women breaks it all down. Why Am I Paying an Additional Medicare Tax? Financial Freedom for Women More Dirty Little Secrets of Medicare "Advantage" (YouTube) 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

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40:29

How the Grinch Stole the 403(b) (#405)

Teach and Retire Rich ·

2025/12/19

On the 25 year anniversary of the blog post that identified the 403(b) grinch we ask who today is to blame for the blight of the 403(b)? How the TPA Grinch Stole the 403(b) 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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39:32

Oops Vanguard Did It Again (#404)

Teach and Retire Rich ·

2025/12/12

Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term. April 2025 Admin Fee Increase Et tu, Vanguard pod? 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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51:16

It's Becoming a Ritual (#403)

Teach and Retire Rich ·

2025/12/05

Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance. Ritual Finance Instagram Bio 2023 Interview Free Retirement Guide Money Guide for CalSTRS Members 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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423 results

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