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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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Now displaying: 2019
Oct 11, 2019

Scott and Dan talk with one of the smartest financial minds: Cullen Roche who runs the Orcam Financial Group. Scott and Cullen talk money, finance, and economics while Dan takes notes!

 

pragcap.com

Orcam Financial Group

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Oct 4, 2019

We talk to a New York teacher couple who have saved a substantial sum in their 403(b) and 457(b) plans. 

 

Teach and Retire Rich (book)

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

 

Sep 27, 2019

Jackie Cummings Koski, author of Money Letters 2 My Daughter, a book of financial wisdom written for her then high school aged daughter. Jackie will soon retire from a corporate job to focus on her passion: spreading financial literacy. We talk about her book, how she achieved F.I.R.E. (Financially Independent Retire Early), and her future plans around teaching personal finance.

 

Resources:

Money Letters 2 My Daughter

403bwise.org

Meridian Wealth Management

403bwise.org Facebook Group

Sep 13, 2019

Scott goes deep on how to access a 403(b)...

  • 02:00 Accessing after age 59.5
  • 09:54 Accessing before age 59.5 but after age 55
  • 15:18 Accessing before age 50 a.k.a. S.E.P.P. a.k.a. 72(t) withdrawal
  • 19:20 Borrowing from a 403(b)
  • 26:03 Disability
  • 27:43 Divorce
  • 33:40 Death

Resources:
Accessing a 403(b)

457(b) Information

The 457(b) Plan Podcast

Working with a Financial Professional

403bwise.org Facebook Group

 

Sep 6, 2019

We talk to coach and longtime F04 (Friend of 403bwise) Chad Stoner who, along with his teacher-baker wife, Stacey, is building an impressive retirement portfolio. 

 

Resources

Stacey @TheCookieMonger

Episode 19 – The College Solution (pt. 1)

Episode 20 – The College Solution (pt. 2)

Episode 27 – Dan’s Daughter Chooses a College

403bwise.org

Meridian Wealth Management

Aug 30, 2019

Scott and Dan interview District of Columbia teacher turned 403(b) advocate turned advisor Andrew Katz-Moses who wrote an article that details how the financial service industry preys on new District of Columbia Public School employees. They also discuss Scott and Dan's upcoming trip to Washington, D.C.

Katz-Moses Financial

DCPS retirement plans are costing educators millions. We can fix it

403bwise.org

Meridian Wealth Management

 

Aug 23, 2019

Scott and Dan discuss strategies the insurance industry uses to hook teachers on their high fee products.

There is Still a Fishy Smell in the Teachers' Lounge

AXA "Advisors" had a seat at the table at the San Francisco Unified School District New Teacher Orientation.

403bwise.org

Meridian Wealth Management

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

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