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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: Category: general
Jul 19, 2024

Scott and Dan get a little personal before talking about NTSA’s so-called Elite Advisor Awards.

 

Jul 12, 2024

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop.  

Jul 5, 2024

The 403(b)ill of Rights is one of the first 403(b) blog posts Dan ever wrote. It first appeared around July 4, 2000. Over the years we have made incremental improvements to it. What follows is a refresh. The new Amendment 12 may be considered radical. Frankly, it's radical that it is even needed. 

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®). 

May 31, 2024

Illinois educator-turned state legislator Karina Villa — who was once sold an unsuitable, high-cost 403(b) — proposed a K-12 403(b) reform bill that would have ended front-end and back-end loads. It would have capped advisor fees and administration fees at 0.50% respectively, and it would have required vendors to offer low-cost index funds and low-cost target date funds. Of course, the bad actors in the industry hated it. And of course they flooded the zone with money, lobbyists, distortions, and outright lies. 

Senator Villa discusses the legislative process, the pushback from high-cost vendors, lobbyists, and the National Tax-Deferred Savings Association, and how close the bill came to becoming law. She also shares what's next for 403(b) reform in Illinois. 

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

May 24, 2024

Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.  

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

May 17, 2024

Scott refutes National Tax-Deferred Savings Association research claim, among other things, that the multi-vendor environment leads to more enrollment than single vendor.  

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

May 10, 2024

We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor. 

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

May 3, 2024

Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. (“FACC”) has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024.

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

May 3, 2024

Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor. 

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

Apr 26, 2024

Former teacher and NGPF alum, Brian Page, shares his new endeavor designed to help couples have better conversations and make better decisions around money and the sharing of family responsibilities.

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

Apr 19, 2024

We address anti-union charges leveled at 403bwise.org 

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

Apr 12, 2024

Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd.

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

Apr 5, 2024

Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. 

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

Mar 29, 2024

To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. 

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

Mar 22, 2024

Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. 

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

Mar 15, 2024

Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone.  

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

Mar 8, 2024

Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice.

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

Mar 1, 2024

Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(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®). 

Feb 23, 2024

Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below).  

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 16, 2024

The former personal finance columnist for The Wall Street Journal and current editor of the excellent HumbleDollar.com talks career, money lessons, and how he's approaching the next phase of his work 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®). 

Feb 9, 2024

Liz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. 

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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