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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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Jul 17, 2020

Scott and Dan talk with northern California high school teacher Greg Ford who is a member of the first-ever 403bwise Super Advocacy cohort. Bonus material: Dan gets results of his Covid-19 screening on air. 

Jul 10, 2020

Former Teach for America and charter school teacher Eugenie´ George talks about her new book which explores how personal history, ancestry and environments influences money habits.

Jul 3, 2020

We re-introduce an updated 403(b)ill of Rights. Ten simple ideas that are hardly revolutionary. 

Jun 26, 2020

We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus, an affordable, user-friendly estate planning service.

 

Jun 19, 2020

Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.

Jun 12, 2020

Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances. 

Jun 5, 2020

Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers. 

May 29, 2020

Recording of our May 13, 2020 event with Aspire Financial Services and Vanguard about how to get better K-12 403(b) choices. We are also joined by teacher advocates Nancy Bachety, Adam Holy, and Chris Nye. 

May 22, 2020

Sales agents utilize "Trojan Horse" tactics to hook teachers on high-cost 403(b) products. 

May 15, 2020

Pension maximization. What is it? Does it make sense? We also discuss our recent event with Aspire Financial Services and Vanguard. 

May 8, 2020

We talk with Diana Britton, author of Teachers are Getting Schooled in Retirement, a piece she wrote for wealthmanagement.com. The story is so good we use it in our 403b education events to help get people up to speed on the problems with the K-12 403(b).

May 1, 2020

Scott shares what it's like to work with clients during a pandemic. Dan shares a few wise and unwise money moves he has made recently. 

Apr 24, 2020

Furloughs and layoffs are coming. At a minimum school districts must add one low-cost vendor now to help ease some financial pain.

Apr 17, 2020

We discuss a way to get out of a bad 403(b) that is available in 2020 as a result of the recently passed CARES Act.

Apr 9, 2020

Scott and I talk CARES Act student loan information with fiduciary planner Mychal Eagleson, CFP® and president of An Exceptional Life Financial.

Apr 3, 2020

We discuss the recently passed CARES Act and how it impacts teachers.

  1. Rebates for individuals (3:45)
  2. Penalty-free distribution from 403(b)/457(b) etc. (27:43)
  3. 403(b)/457(b) etc. loan provisions (36:35)
  4. RMD changes (50:44) 
  5. Charitable contributions (53:25)
Mar 27, 2020

Three teachers share the investment decisions they are making in the wake of recent market turbulence. Dan talks about changes he's making to his son's 529 plan. Dan and Scott talk about the video conferences they are hosting using Zoom and Nearpod. 

Mar 6, 2020

An annuity huckster's email is the inspiration for a deep dive into the dark world of equity-indexed annuities.

Feb 28, 2020

We talk crashing markets and what it means for our listeners. 

Feb 21, 2020

To mark our 100th podcast, we look back at our very first episode. We also hear from 10 teachers and 1 custodian who share their 403(b) "aha" moment.

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