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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. 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
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Now displaying: Page 5
Apr 29, 2022

iBonds are paying eye-popping rates. We discuss. 

Apr 22, 2022

We profile teacher Barb Besal who narrated Learned by Being Burned: Teachers and the K-12 403(b), and veteran journalist Steve Buel who researched, reported and wrote the series.

Barb Besal's November 2020 pod interview

Apr 15, 2022

Teacher and member of state task force on financial literacy, Michele Bentivegna, talks teaching financial literacy. 

Apr 8, 2022

Retirement plan bill that passed the House on a 414-5 vote and is expected to be signed into law brings significant changes to retirement plans. We discuss.   

Apr 1, 2022

Scott's out this week, but Dan has two important announcements.  

Mar 25, 2022

We share our ratings for 3,041 school district 403(b) plans. We read the names of the school districts who earned a B or an A.  

Mar 18, 2022

We speak with Morningstar's director of personal finance, co-host of The Long View podcast, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and the book Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.

Mar 10, 2022

Learned by Being Burned: Teachers and the K-12 403(b). The short series that explores the dysfunctional world of supplemental retirement plans, the maddening industry behind them, and the growing movement to fix what is broken. 

Mar 4, 2022

We share big news that has been two years in the making. 

Feb 19, 2022

Extended conversation with Andrew Hallam. We discuss healthcare for the nomad and meeting up in person.

Feb 18, 2022

Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book.

Feb 11, 2022

After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement.

Jan 28, 2022

We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation. 

Jan 21, 2022

This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy. 

Jan 14, 2022

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan. 

Jan 7, 2022

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement. 

Dec 3, 2021

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.

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