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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: February, 2025
Feb 28, 2025

Lucretia Ryan, financial writer, educator, philanthropist and founder of FinancialFreedomforWomen.org., discusses the options for getting health insurance before age 65. Dan discusses his sudden need for a new healthcare policy. 

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

 

Feb 21, 2025

We catch up with New Jersey high school business and personal finance teacher Chris Nye, one of the best 403(b) advocates in the country. He talks teaching personal finance, how teachers may have an excellent 403(b) choice already available and don't know it, and pension drama in New Jersey.

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

Feb 14, 2025

Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age. 

 

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

Feb 7, 2025

Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for:

  • Those currently collecting Social Security benefits
  • Those new eligible to collect Social Security benefits
  • Those lacking enough credits to qualify for Social Security benefits

At the conclusion of the recording of this episode Scott got a call from a family member who he had helped apply for this new benefit who shared the good news that she had just received a Social Security check for more than $9,000. 

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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