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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: December, 2025
Dec 26, 2025

Teachers who collect a pension, Social Security, and draw income from a non-Roth retirement account may face an additional Medicare tax. Lucretia Ryan of Financial Freedom for Women breaks it all down.

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

Dec 19, 2025

On the 25 year anniversary of the blog post that identified the 403(b) grinch we ask who today is to blame for the blight of the 403(b)?

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

Dec 12, 2025

Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term.  

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

Dec 5, 2025

Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance.  

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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