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Teach and Retire Rich - The podcast for teachers, professors and financial professionals

Teacher Dan Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich - The podcast for teachers, professors and financial professionals
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Now displaying: 2016
Nov 27, 2016

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

Ariel Investments

TED Talk: Color blind or color brave?

Vanity Fair interview with Mellody

Ariel Community Academy

Nov 13, 2016

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees. 

What is a 457(b)?

LAUSD 457(b) Plan

FinCon

Steve Schullo

Oct 27, 2016

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories. 

Think Your Retirement Plan Is Bad? Talk to a Teacher

An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers

Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?

A Teachable Moment

“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair 

 

Oct 13, 2016

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia. 

From PhD to Life 

403(b)wise 

Meridian Wealth Management 

Sep 18, 2016

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm.

Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options.  

Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate. 

Ritholtz Wealth Management Team

A Teachable Moment

Joe Strummer 

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Aug 31, 2016

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California. 

CalSTRS

403(b)compare

 

Aug 11, 2016

We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and Vanderbilt University, and Yale University for excessive retirement plan fees. 

 

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees

Jul 27, 2016

We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic of the Congregation Sole.

 

Rabbi Evan Moffic

Reform Pension Board

IRS Church Plan Information

403(b) Shark Attack

 

Jul 13, 2016

Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer to add a quality, low-fee vendor. 

 

Prosperous Teachers

Teach and Retire Rich

403bwise.com

Meridian Wealth Management

Jun 28, 2016

Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a CFP®. In episode 31 she talks to us about teaching and saving in higher ed. 

 

Attainable Wealth

Teach and Retire Rich

403bwise.com

Meridian Wealth Management

 

 

Jun 12, 2016

In episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class. 

Jun 1, 2016

Dustin Voss began teaching in 2007 in Chicago Public Schools. After his first year of teaching at South Shore School of Technology, he was laid off and did a year of substitute teaching. in 2009 he was hired at Fenger High School and has taught civics, personal finance, entrepreneurship, and other social science classes since. He has a masters degree in curriculum and instruction and achieved National Board Certification in 2013. 

May 25, 2016

Debby Karton of IPPFA Benefits helps employers move to a single vendor.

May 5, 2016

Dan's daughter Lily discusses the process of choosing a college. She also offers tips for high school kids just starting this process.

Apr 21, 2016

Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise.

Apr 7, 2016

Retired teacher Steve Schullo and host Dan Otter share what is was like to lose a spouse. They also discuss the financial implications of losing a loved one.

Mar 24, 2016

Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.

Mar 9, 2016

Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market.

Beer
Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.

Feb 25, 2016

What do you need to know when working with an advisor?

Feb 11, 2016

Dan and Scott examine the annuity. We look at the good, the bad, and the ugly.

Beer
Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of Burlington, Vermont. Dan drinks an Otra Vez Gose-Style Ale from Sierra Nevada Brewing Company of Chico, California.

Jan 27, 2016

Dan and Scott talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college. Topics covered include: the absurdity of college rankings; the dangers of focusing on a handful of schools; the metrics that lead to a happy college student; why research universities may not be the best choice for undergrads; and the realities of athletic scholarships.

Beer
Scott drinks an Islander IPA from Coronado Brewing Company of Coronado, California. Dan drinks a Grapefruit Sculpin IPA from Ballast Point of San Diego, California.

Jan 27, 2016

Dan and Scott continue their talk with Lynn O'Shaughnessy of the College Solution, a website designed to help parents and students navigate the often stressful process of applying to and paying for college.

Beer
Scott drinks an Islander IPA from Coronado Brewing Company of Coronado, California. Dan drinks a Grapefruit Sculpin IPA from Ballast Point Brewing Company of San Diego, California.

Jan 14, 2016

Dan and Scott talk with Ed Mills a.k.a. The Millionaire Educator. Ed and his wife, who is also a teacher, saved $104,000 in 2015. Not only are he and his wife hard-core savers, they are also willing to move from one school district to another to gain access to better 403(b) investment choices, or to trigger the separation from service provision that allows them to move their 403(b) assets to lower cost investments.

Beer (and Wine)
Ed drinks a red "Black Box" cabernet wine. Scott drinks a Chain Breaker White IPA from Deschutes Brewery of Bend, Oregon. Dan drinks an Adobe Igloo, a winter style brown ale by Santa Fe Brewing Company of Santa Fe, New Mexico.

Jan 4, 2016

Dan and Scott take a look back at their 2015 investing successes and failures. They also share 2016 savings plans and investing goals.

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