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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: June, 2024
Jun 28, 2024

After a career at IBM, Lucretia Ryan founded Financial Freedom for Women, an organization whose goal is to help women gain financial independence. In addition to writing about financial issues, she puts on free retirement optimization workshops for women. After helping her late mother navigate healthcare in retirement, Lucretia warns about the dangers of Medicare Advantage.  

Jun 21, 2024

Teacher and podcast host Shaun Morgan talks saving for retirement.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Jun 14, 2024

We talk journalism, 403(b), and the personal finance beat with Anne Tergesen, reporter for The Wall Street Journal

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Jun 7, 2024

Maggie Mason is a retired English teacher from Santa Barbara who put on a highly successfully free financial seminar to benefit her colleagues. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

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