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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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Sep 23, 2015

Dan and Scott interview retired teacher and 403(b) advocate Steve Schullo and husband Dan Robertson. The couple, who co-wrote Late Bloomer Millionaires, share how they met, talk about their financial mistakes and successes, and discuss the financial challenges of same sex couples.

Note: Dan Robertson passed away shortly after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

Sep 10, 2015

Dan and Scott critique the podcast to date, explain the meaning of the phrase Teach and Retire Rich, discuss recent market volatility, and Scott announces a movement to get a certain financial hero of ours on the podcast.

Beer
Dan drinks a Black IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.

Sep 2, 2015

Dan and Scott interview retired Los Angeles teacher Steve Schullo, who almost single-handedly started the 403(b) reform effort. After being duped into buying a high-fee variable annuity as a new teacher, Steve began a decades long effort to help teachers get better investment choices. He’s battled administrators, benefits officials, unions, and financial industry lobbyists. Steve, along with husband Dan Robertson, co-wrote Late Bloomer Millionaires which details their investing mistakes and successes. Steve talks about growing up on a farm in northern Wisconsin, his service in Vietnam, teaching, 403(b) advocacy, investing, and meeting his partner Dan Robertson. Note: Dan Robertson passed away not long after the release of this episode. Words cannot express the loss we feel. RIP Dan Robertson.

Beer
Dan (Otter) drinks an Outlaw lager from Rio Grande Brewing Company of Moriarty, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.

Aug 19, 2015

Dan follows up with 6th grade teacher Joe Minnuto about the bad 403(b) choices available to him and his wife, who is also a teacher. Dan and Joe also talk Buffalo sports including “Wide Right” and “No Goal!”

Beer
Dan drinks a Wet Mountain IPA from the Canteen Brewhouse of Albuquerque, NM; Joe drinks a Tangier IPA from Southern of Tier Lakewood, NY.

Aug 6, 2015

Dan and Scott try to help 6th grade teacher Joe Minnuto with his bad 403(b) choices. Topics covered include: 90-24 outside-of-plan exchange, 403(b) vs. a Roth IRA, Third Party Administrators (TPAs), Vanguard and TPAs, Aspire and open architecture plans, investor share class vs institutional share class, and the 457(b).

Beer
Dan drinks a Happy Camper IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks a Tower 10 IPA from Karl Strauss of San Diego, CA; Joe drinks a Buffalo Lager from Flying Bison Brewing Company of Buffalo, NY.

Jul 23, 2015

Dan and Scott offer advice on what to do if stuck with bad 403(b) choices. Topics covered include: How to know if you have a bad 403(b); Steps to take to get a better plan; and Foregoing a 403(b) for a Roth IRA. They also discuss the fee-finding resource 403(b)compare.com; Dan shares a bit about his recent trip to England where he took in a Liverpool football (soccer) match at Anfield. Scott shares a bit about his recent trip to Hawaii.

Beer
Dan drinks a Farmer's Tan Red Ale from Tractor Brewing of Albuquerque, NM; Scott drinks a Diesel Punk from World Brews of Novato, CA.

Jul 9, 2015

Dan and Scott continue their discussion on the much misunderstood 403(b). Topics covered include: pre-tax 403(b) contributions; post-tax Roth 403(b) contributions; options for a 403(b) when leaving an employer; penalty-free acess to the 403(b); hardship withdrawals and what happens to a 403(b) during a divorce. Scott gives his verdict on Dan's 2001 decision to roll over his CalSTRS pension into an IRA when he left California.

Beer
This is part 2 of our podcast on the 403(b) which was recorded right after part 1 where we drank beer. While two beers in one day of recording sounds like a good idea, it probably wouldn't make a good podcast. Two beers in one sitting might make us do something really unwise like recommend high fee variable annuities.

Jul 2, 2015

Dan and Scott discuss the much misunderstood 403(b) retirement plan. Questions addressed include: What is it? How does it work? How can it be invested? How much can be contributed? When can it be accessed?

Beer
Dan drinks a Riverwalker IPA from Bosque Brewing of Albuquerque, NM. Scott (with apologies) drinks a Blue Moon from Coors Brewery of Conglomerateville, INC.

Jun 24, 2015

Dan and Scott discuss how teacher pension plans work. Dan describes how in 2001 when he left the state of California he rolled over his CalSTRS pension into a Vanguard Rollover IRA. Scott is not sure that was a good idea.

Beer
Dan drinks a Wildflower Wheat from Marble Brewery of Albuquerque, NM; Scott drinks an Orange Wheat from Hanger 24 Craft Brewing of Redlands, CA.

Jun 17, 2015

Dan and Scott describe how they got into teacher retirement plan advocacy. They also lay out their vision for the Teach and Retire Rich Podcast.

Beer
Dan drinks a Red Ryeot from La Cumbre Brewing Company of Albuquerque, NM; Scott drinks an Upheaval IPA from Widmer Brothers Brewing of Portland, OR.

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