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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: Page 3
Apr 21, 2023

We dig into the two advising services firm offers: 1) Vanguard Digital Advisor; and 2) Vanguard Personal Advisor.

Apr 14, 2023

We go over the insurance policies every educator should consider having. 

Apr 7, 2023

Taylor Swift is amazing for so many reasons: talented singer-songwriter, role model, activist. But did you know that she has written 10 songs about the K-12 403(b)? 

Mar 31, 2023

SB 263 — which could be a model for other states — will decrease the number of sales of life insurance and annuities to consumers that are not in consumers’ best interests by prohibiting insurance producers from receiving incentives beyond allowable commissions or fees (such as prizes, rent reimbursement, etc.) for their sales and also prohibiting producers from making sales when they do not know if the product is in the consumer’s best interest.

Bill also covers sale of life insurance products. 

Mar 24, 2023

If only Congress had adopted a 2003 Bush Administration plan to drastically simplify saving for retirement. We interview William Sweetnam the Benefits Tax Counsel at the Treasury Department from 2001-2005.

Mar 17, 2023

Classic bank run has many wondering how they can protect their savings.  

Feb 24, 2023

Teacher turned travel-hacker/blogger extraordinaire, Zac Hood talks leveraging credit card use to travel "freely." 

Feb 10, 2023

On January 31, 2003, the Bush Administration announced a plan to drastically change how Americans save in defined contribution plans. Unfortunately that plan never got the public debate it deserved. Scott and Dan discuss the never implemented plan. 

Feb 3, 2023

Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college.

Jan 27, 2023

We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023. 

Jan 20, 2023

In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators. 

Jan 13, 2023

SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation. 

Jan 6, 2023

Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way. 

Dec 23, 2022

In part two of our conversation with money manager Cullen Roche, he discusses the concept of All Duration Investing and his recent paper on the topic.

Dec 16, 2022

Cullen Roche, author, money manager, and one of the most astute financial minds, returns to talk video making, inflation, housing and markets in part one of our two part conversation. 

Dec 9, 2022

Kevin Benson, executive director of the Southern Education Retirement Consortium, believes he has the solution for small and mid-size school districts looking to offer quality 403(b), 457(b) and 401(a) plans. 

Dec 2, 2022

Was it all just a dream? New Jersey teachers are losing a fantastic 403(b) option: Lincoln Investment's Participant Directed Platform. Dan and Scott interview New Jersey teacher Chris Nye who shares what he has learned about the future of Lincoln PDP in New Jersey.

 

Nov 25, 2022

Tax Deferred Services, whose CEO was arrested in what the California Department of Insurance called a “$4 million securities fraud scheme,” blankets teacher email inboxes with deceptive message.

Nov 18, 2022

Illinois Principal Scott Liska teamed up with the business manager to dramatically improve Evergreen Park ESD 124's 403(b) and 457(b) plan. 

Nov 11, 2022

Looking for a higher interest rate in your fixed investment(s)? Scott details some provisions that might help. 

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