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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: April, 2020
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)
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