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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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
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Now displaying: July, 2022
Jul 29, 2022

Student loan expert (and former teacher) David Gourley discussed a time-sensitive student loan provision that could save borrowers thousands of dollars.

Prior to event he asked for volunteers to share their loan data sets. He analyzed three submissions. During the event he announced that these three educators would save $14,000, $23,000, and $50,000 respectively.

David also answered lots of student loan questions. 

Jul 22, 2022

Educators in several states have access to a 401(k). We discuss the similarities and differences between the 403(b) and 401(k), and we ask the question: Should all educators have access to a 401(k)?

Jul 15, 2022

In language eerily similar to Pennsylvania's Act 5, which prevents school districts from going single vendor, proposed New Jersey legislation would require large school districts to have at least three 403(b) vendors.

We speak with “Izzy” Tannenbaum, partner at Withum, a tax advisory and public accounting firm. Izzy supports the intent of the bill but acknowledges it contains flaws.

Sponsors of Bill A1974

Resources

Jul 8, 2022

Recently retired 49-year old LAUSD veteran talks teaching, saving for an early retirement, and what's next. 

Jul 1, 2022

Security Benefit releases dubious "study" that to the surprise of no one supports its sales-agent based approach. 

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