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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: August, 2025
Aug 29, 2025

The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. 

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

Aug 22, 2025

Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19, 2025.

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

Aug 15, 2025

Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life

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

Aug 8, 2025

Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent 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®). 

Aug 1, 2025

Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location.  

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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