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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
Feb 18, 2022

Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book.

Feb 11, 2022

After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement.

Jan 28, 2022

We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation. 

Jan 21, 2022

This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy. 

Jan 14, 2022

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan. 

Jan 7, 2022

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement. 

Dec 3, 2021

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.

Nov 19, 2021

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.  

Nov 12, 2021

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy. 

Nov 5, 2021

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's.

Oct 22, 2021

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news. 

Oct 15, 2021

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability. 

Oct 8, 2021

California choir director quits teaching and moves to Iowa to farm. We have questions. 

 

Oct 1, 2021

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a “$4 million securities fraud scheme."

Sep 24, 2021

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist.

Sep 17, 2021

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere.

Sep 10, 2021

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles. 

Sep 3, 2021

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security. 

Aug 27, 2021

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System.

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