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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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Now displaying: June, 2023
Jun 30, 2023

Yanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier."

In part 2 of this two-part interview, Yanely talks about her pivot from education to YouTube Fin Lit star and all of the opportunities it has led to. 

Jun 23, 2023

Yanely Espinal is the author of Mind Your Money and the Director of Educational Outreach at our favorite non-profit, Next Gen Personal Finance. To her 58,000 youtube followers she is known as MissBeHelpful, a fin lit channel she founded in 2015 that has racked up more than 4 million views. Yanely also hosts the Financially Inclined, a podcast about "all the money lessons we wish we learned earlier."

In part 1 of this two-part interview, Yanely talks growing up in Bushwick, Brooklyn; the economic challenges she and her family faced; earning a scholarship to Brown University; and working as an elementary teacher. 

Jun 16, 2023

Auto Enrollment has led to a massive increase in saving for retirement participation, especially among the young. We discuss data from new Vanguard 401(k) report, and what it could mean for the 403(b) and 457(b). We also talk a little travel hacking at beginning of podcast. 

Jun 9, 2023

Micah Hauptman, the director of investor protection at the Consumer Federation of America, talks about his job and the fight to implement a fiduciary standard. 

Jun 3, 2023

Teacher Tim Whelan of Illinois succinctly describes the many benefits of having a single vendor 403(b) plan. 

Jun 2, 2023

Illinois math teacher Tim Whelan discusses his career, family, effort to earn a CFP®, and his fight to stop NTSA-backed legislation that would deny Illinois school district's the ability to offer a single vendor 457(b) plan. He also makes a strong case for why single vendor 403(b) and 457(b) plans are best.

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