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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: 2023
Feb 3, 2023

Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college.

Jan 27, 2023

We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023. 

Jan 20, 2023

In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators. 

Jan 13, 2023

SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation. 

Jan 6, 2023

Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way. 

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