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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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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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