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Teach and Retire Rich - Talking teacher retirement savings plans.

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. 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 - Talking teacher retirement savings plans.
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Now displaying: Page 2
Apr 23, 2021

Two teachers, a custodian, and a personal finance writer share how they successfully retired in this April 15, 2021 403bwise Event.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Apr 16, 2021

CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.  

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

 

 

Apr 9, 2021

Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Apr 1, 2021

Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association). 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Mar 26, 2021

Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks travel hacking: how to do it, who it is for, and who it is not for.  

Mar 12, 2021

One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement. 

Mar 5, 2021

Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event.

Feb 19, 2021

Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21).

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Feb 12, 2021

Bad AXA/Equitable things come in threes. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Feb 5, 2021

Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.  

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jan 29, 2021

We talk 457(b) with Christina Elliott, executive director of Ohio’s excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jan 22, 2021

Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jan 14, 2021

Recording of our January 6, 2021 event with three teachers who successfully added better 403(b) and/or 457(b) investment choices. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jan 8, 2021

New Jersey teachers says no to bad 403(b) choices and yes to educating colleagues about saving for retirement. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 31, 2020

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 24, 2020

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 18, 2020

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 11, 2020

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.  

Dec 4, 2020

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

  • 00:08 Social Security and teacher pensions
  • 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
  • 14:04 What to do with a bad 403(b) vendor? 
  • 19:45 Which vendors should I lobby my district to add?
  • 23:17 Dan’s beer name ideas
  • 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
  • 27:34 Scott comes up with name of 403(b) themed brewery
  • 29:05 What to do with bonds in a rising interest rate environment?
  • 40:20 Dan comes up with more beer names
Nov 27, 2020

Scott and Dan address questions posed by the 403bwise Facebook Group. They also hatch a half-baked plan to start a 403(b) themed brewery. 

  • 1:39 The math behind retiring early vs. waiting to maximize pension benefit
  • 24:35 Health Savings Account (HSAs)
  • 33:16 Does it make financial sense to switch school districts?
  • 37:46 Retire early once pension benefit has been maximized?
  • 43:46 What to do with 403(b) plans from former employers

 

Nov 20, 2020

Creative high school chemistry teacher talks effective teaching strategies, and teaching teachers about saving for retirement.

Nov 13, 2020

Mark Schug, President of Mark Schug Consulting Services and Professor Emeritus at the University of Wisconsin-Milwaukee, discusses teaching middle school, research work, and his new book designed to help teachers get financially fit. 

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