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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: 2021
Sep 24, 2021

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist.

Sep 17, 2021

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere.

Sep 10, 2021

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles. 

Sep 3, 2021

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security. 

Aug 27, 2021

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System.

Aug 20, 2021

We check in with NY teaching couple we interviewed in 2017.

  • 7:25 — 529/retirement plan update/new saving rate
  • 10:23 — 403(b) vendor quality update
  • 13:03 — 457(b) plan update
  • 22:36  — Applying to college landscape
  • 26:07 — Teaching during pandemic
  • 31:29 — NY State 529 plan
  • 36: 14 — Reveal total annual $ cost in fees
  • 37:21 — Travel hacking

 

Aug 13, 2021

Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor. 

Aug 6, 2021

Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993.

Jul 30, 2021

Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois. 

Jul 23, 2021

We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have.

Jul 16, 2021

Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make 

Jul 9, 2021

NYC teacher Emily Maretsky talks teaching, her varied and interesting teaching experiences, and helping other teachers get wise to saving and investing.

Jul 2, 2021

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21).

Jun 25, 2021

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students. 

https://www.feelgoodteaching.com/
https://403bwise.org/

 

Jun 18, 2021

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details. 

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

Jun 11, 2021

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.

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

Jun 4, 2021

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news. 

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

May 27, 2021

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed. 

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

May 21, 2021

Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups

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

May 14, 2021

Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide, her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time. 

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

May 7, 2021

Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 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 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

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