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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: 2020
Dec 31, 2020

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 24, 2020

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 18, 2020

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 11, 2020

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.  

Dec 4, 2020

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

  • 00:08 Social Security and teacher pensions
  • 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
  • 14:04 What to do with a bad 403(b) vendor? 
  • 19:45 Which vendors should I lobby my district to add?
  • 23:17 Dan’s beer name ideas
  • 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
  • 27:34 Scott comes up with name of 403(b) themed brewery
  • 29:05 What to do with bonds in a rising interest rate environment?
  • 40:20 Dan comes up with more beer names
Nov 27, 2020

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 

  • 1:39 The math behind retiring early vs. waiting to maximize pension benefit
  • 24:35 Health Savings Account (HSAs)
  • 33:16 Does it make financial sense to switch school districts?
  • 37:46 Retire early once pension benefit has been maximized?
  • 43:46 What to do with 403(b) plans from former employers

 

Nov 20, 2020

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement.

Nov 13, 2020

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit. 

Oct 30, 2020

Super advocate Chris Nye shares how easy it was to add a 457(b) from Fidelity at his school district. 

Oct 9, 2020

Aaron Standish is the Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida. It's a position every school district should have. He can be reached on Twitter at @SDPBC_FinLit

Oct 2, 2020

Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices.  

Sep 25, 2020

In California, it's the worst of 403(b) times (too many vendor choices), and it's the best of 403(b) times (generally at least one good vendor). Unfortunately, not all districts in the state have at least one good vendor. We challenged the community to find the lemons. Challenge met!

Sep 18, 2020

Twenty-something music teacher Keelan paid off $45,000 in student loan debt. He shares financial wisdom in his blog: Millennial Educator. 

Sep 11, 2020

403bwise launches new vendor search tool that allows users to quickly see if they have Vanguard or Aspire available at work.

Sep 4, 2020

Former teacher turned investment advisor representative helps school districts move to a single vendor 403(b) plan. 

Aug 28, 2020

New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging... 

Aug 21, 2020

New York speech pathologist gets wise to saving for retirement while helping others. 

Email: pennypinchingpathologist (at) gmail.com

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. 

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