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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. 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
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Now displaying: April, 2021
Apr 30, 2021

Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures. 

Apr 23, 2021

Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.

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

Apr 16, 2021

CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.  

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

 

 

Apr 9, 2021

Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.

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

Apr 1, 2021

Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association). 

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

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