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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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Aug 16, 2019

We catch up with super saver Jeff York, a school custodian who we interviewed in episode 53, which has been our most listened to pod to date. Jeff shares what he has been up to, how he helps colleagues, and he gives us a glimpse of his future plans.  

403bwise.org

Meridian Wealth Management

403bcompare.com

Aug 7, 2019

We talk to Jocelyn, a Bay Area California 4th grade teacher who suspected something wasn't quite right with her 403(b) plan. 

 

403bwise.org

Meridian Wealth Management

403bcompare.com

Aug 1, 2019

Dan talks to Massachusetts high school teacher Adam Cole about transition from teaching math to teaching personal finance. They also discuss Adam's efforts to help his colleagues better understand the 403(b).

 

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance 

 

Jul 24, 2019

Dan and Scott share big changes at 403bwise. We discuss how it happened and what it means for the K-12 403(b) advocacy movement. 

403bwise.org

Meridian Wealth Management

Next Gen Personal Finance

Jul 18, 2019

Dan picks up his conversation with Long Island, N.Y. teacher Nancy Bachety who drops some big news. 

Next Gen Personal Finance

403(b)wise

Meridian Wealth Management

Jun 22, 2019

With Scott out of the country, Dan is joined by fiduciary planner, Breanna Reish, CFP®, as they interview a Pittsburgh middle school science teacher who is trying to get better vendor choices. 

 

Act V: New Pennsylvania Law Requires 4 403(b) Vendors

Wealth of Confidence

Late Bloomer Millionaire

403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Jun 13, 2019

Scott, Dan and longtime 403(b) advocate Steve Schullo meet up in Riverside, California to talk 403(b) with fiduciary planner, Breanna Reish, CFP®, and a member of the 403(b)wise Fiduciary Advisor Directory.  

 

Wealth of Confidence

Late Bloomer Millionaire

403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

 

Jun 4, 2019

An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.  

 

403(b)wise

Meridian Wealth Management

Reps and the CFP® Designation

The Annuity Trap That Teachers Need to Avoid

May 11, 2019

We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles. 

 

403(b)wise

 

Meridian Wealth Management

Next Gen Personal Finance

The 457(b) Plan (#63)

403bcompare.com (#52)

Feb 17, 2019

We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory. 

 

An Exceptional Life Financial

403(b)wise

403(b)wise Fiduciary Advisor Directory

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

Jan 14, 2019

We talk 457(b) plan. What is it? How does it work? How is different than a 403(b)? Is it better than the 403(b)?

 

403(b)wise

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

Sep 4, 2018

We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. The firm then provides solutions to remedy the conflict. 

https://www.principalreview.com/

retireaware.com (company blog)

dalexander@principalreview.com

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jul 29, 2018

Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done.  

 

Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans

The 403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Apr 29, 2018

Delia Fernandez, MBA and CFP®, is founder and president of Fernandez Financial Advisory, LLC, an independent, fee-only financial planning and registered investment advisory firm in Los Alamitos, California, which she opened in 1994. She helps individuals and small business owners plan and invest for their future. She describes herself as the "Kind of advisor she would like to use." 

Delia is a frequent speaker to employee groups and is often quoted in publications such as the Los Angeles Times and The New York Times. She also is an instructor in the financial planning program at the University of California, Irvine’s Department of Continuing Education.

Delia Fernandez

The 403(b)wise Fiduciary Advisor Directory

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Mar 27, 2018

Our guest is Ryan Frailich, a fee-only planner from New Orleans and a former teacher, who was recently profiled in a March 16, 2018 New York Times story called Teachers and Annuities: A Questionable Match and Hard Products to Shed.

Ryan who operates Deliberate Finances, recently passed the CFP® exam and is now working on completing his 6,000 planning hours. He’s also a future member of the 403(b)wise Fiduciary Advisor Directory.  

 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Feb 11, 2018

Wait, the market goes down? Dan and Scott talk fluctuation, flu and media market fever.  

 

A Wealth of Common Sense

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Jan 7, 2018

Scott and Dan discuss increased 403(b) and 457(b) contributions, the raging bull market, and the Buffalo Bills finally making it back to the playoffs. 

403(b) Contribution Limits

457(b) Contribution Limits

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Dec 4, 2017

On October 21, 2017 a pretty damaging New York Times article came out about a company — TIAA or TIAA CREF — that we have long admired. We discuss. 

The Finger-Pointing at the Finance Firm TIAA

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Nov 10, 2017

Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving. 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Oct 1, 2017

Wouldn’t it be great to know how much the investments in your 403(b) cost? Wouldn’t it be great to know if there were surrender charges and how long they last? Such a resource exists and it’s called 403bcompare.com We talk 403bcompare with Mike Wilson one of the architects of the site’s redesign.

 

403bcompare

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

Sep 3, 2017

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. 

 

How The New Vanguard 403(b)7 Helps and Hurts

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

 

Aug 7, 2017

We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management. Doug was featured in a June 9, 2017 NY Times piece by one of our favorite writers Ron Lieber. Story was titled The Monk Who Left the Monastery to Fix Broken Retirement Plans.

403(b)wise

Meridian Wealth Management

LongView Asset Management LLC 

The Monk Who Left the Monastery to Fix Broken Retirement Plans

Moreland & Arbuckle

 

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