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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: 2017
Aug 7, 2017

We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management. Doug was featured in a June 9, 2017 NY Times piece by one of our favorite writers Ron Lieber. Story was titled The Monk Who Left the Monastery to Fix Broken Retirement Plans.

403(b)wise

Meridian Wealth Management

LongView Asset Management LLC 

The Monk Who Left the Monastery to Fix Broken Retirement Plans

Moreland & Arbuckle

 

Jun 18, 2017

An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 

 

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May 1, 2017

Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 

 

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Apr 9, 2017

Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b).

 

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Mar 28, 2017

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

  • Professors give themselves a "B"
  • One third feel like beginning investors
  • Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

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Mar 13, 2017

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: EBSA.FiduciaryRuleExamination@dol.gov. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

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Mar 4, 2017

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

 

Matthew Lesser

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Feb 19, 2017

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college. 

 

Saving for College

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Meridian Wealth Management

 

Beer

Misty Mountain IPA by Back East Brewery of Bloomfield, CT

Hurricane Kitty by Keegan Ales of Kingston, NY

Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA

Double White by Marble Brewery of Albuquerque, NM

Jan 28, 2017

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing. 

Millionaire Educator

Accessing money prior to age 59 1/2

Roth conversion

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