Info

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.
RSS Feed Subscribe in Apple Podcasts
Teach and Retire Rich - Talking teacher retirement savings plans.
2019
September
August
July
June
May
February
January


2018
November
September
July
April
March
February
January


2017
December
November
October
September
August
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June


All Episodes
Archives
Now displaying: September, 2019
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

1