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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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
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Aug 12, 2022

In the wake of the SEC's settlement with Equitable Financial we are getting a lot of inquiries about how to find the right kind of financial advice. 

Aug 5, 2022

Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees."

We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees?

Jul 29, 2022

Student loan expert (and former teacher) David Gourley discussed a time-sensitive student loan provision that could save borrowers thousands of dollars.

Prior to event he asked for volunteers to share their loan data sets. He analyzed three submissions. During the event he announced that these three educators would save $14,000, $23,000, and $50,000 respectively.

David also answered lots of student loan questions. 

Jul 22, 2022

Educators in several states have access to a 401(k). We discuss the similarities and differences between the 403(b) and 401(k), and we ask the question: Should all educators have access to a 401(k)?

Jul 15, 2022

In language eerily similar to Pennsylvania's Act 5, which prevents school districts from going single vendor, proposed New Jersey legislation would require large school districts to have at least three 403(b) vendors.

We speak with “Izzy” Tannenbaum, partner at Withum, a tax advisory and public accounting firm. Izzy supports the intent of the bill but acknowledges it contains flaws.

Sponsors of Bill A1974

Resources

Jul 8, 2022

Recently retired 49-year old LAUSD veteran talks teaching, saving for an early retirement, and what's next. 

Jul 1, 2022

Security Benefit releases dubious "study" that to the surprise of no one supports its sales-agent based approach. 

Jun 24, 2022

Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans.  

Jun 17, 2022

Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years.  

Jun 10, 2022

Former AXA/Equitable vice president for business development dishes on firm that dominates the K-12 403(b) market in terms of market share and participant anger (part 1 of 2). 

Jun 3, 2022

Former teacher teaches executive function techniques to middle school, high school and college students. 

May 27, 2022

Student loan experts David Gourley and Mychal Eagleson, CFP® discuss a time-sensitive student loan provision that could save borrowers thousands of dollars. 

May 20, 2022

At what price point does it make sense to invest in a taxable brokerage account over a pre-tax 403(b)?

May 13, 2022

Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness.

 

May 6, 2022

The market is off close to 13% year-to-date. We discuss why this might not be such a bad thing.  

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. 

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