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Teach and Retire Rich - Talking teacher retirement savings plans.

Teacher Daniel 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 - Talking teacher retirement savings plans.
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Now displaying: 2020
Mar 27, 2020

Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod. 

Mar 6, 2020

An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities.

Feb 28, 2020

We talk crashing markets and what it means for our listeners. 

Feb 21, 2020

To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment.

Feb 14, 2020

We talk Roth IRA which for many young teachers may be a superior choice than the 403(b).

Feb 7, 2020

Justin, a Baltimore city math teacher saves more than 75 percent of his income. He discusses teaching, his financial journey, the "happy meter," and his top teacher savings hacks. 

Jan 31, 2020

Recording of our 2020 Wise Money Moves video conference with CFPs Scott Dauenhauer and Breanna Reish, two fiduciary planners with a deep knowledge of the financial issues facing teachers.

Jan 29, 2020

When the NTSA goes low. We write a song, and then enlist our creative friends. 

 

Jan 24, 2020

Scott and Dan were all set to attend the National Tax-Deferred Savings Association's conference in Denver this weekend and then Scott got an email. 

Also, 403bwise.org releases a What is a 403(b)? video

Jan 17, 2020

Scott thinks a new 457(b) rule could make that plan a better choice than the 403(b). 

 

Jan 10, 2020

Today’s guest, Rob Phelan, who we are jokingly dubbing Rob FI-elan, is the kind of teacher you wish you had or that your kids had. Not only does he teach them personal finance concepts, he teaches them how to start their own business. He is also part of the FI or Financial Independence movement which means he has several side hustles.  

Jan 3, 2020

Teacher Chris Nye, who we are dubbing the "403(b) Guy" is remarkable. Not only has he gotten better vendor choices for his district, he has helped countless teachers via educational workshops and one-on-one meetings. 

  • 06:00 AXA guy cometh
  • 07:02 Need 25 colleagues interested to add T. Rowe Price
  • 08:27 Educating colleagues
  • 11:06 Helping colleagues get out of bad choices
  • 11:56 Colleague inspired to add Vanguard
  • 13:35 How to become a 403(b) advocate
  • 17:40 Importance of investing costs
  • 22:20 Threats from salespeople?
  • 24:04 Speaks to all new employees
  • 27:25 Will soon speak to all employees
  • 29:06 A true passion
  • 29:29 Teaching personal finance
  • 32:08 What’s next?

Jackson School District
New Jersey Education Association

403bwise.org Advocacy Tools and Resources

Meridian Wealth Management
403bwise.org

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