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Teach and Retire Rich

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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
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Now displaying: Page 1
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. 

Oct 28, 2022

Teacher Shaun Morgan discusses online teaching, and his upcoming free Teach Toward Retirement Summit

Oct 21, 2022

We regrade 403(b) vendor list for Broward County Public Schools. But they sure didn't make it easy to get information. 

Oct 14, 2022

What are they? How do they work? What role if any should they play in saving for retirement?

Sep 30, 2022

Educators and state employees have access to multiple excellent, low-cost retirement savings vehicles (none of which is a 403(b) plan).

Sep 23, 2022

Districts are responding to our 403(b) Plan Rating Project. We recently heard from two school districts asking us to upgrade their D-rated plans because of improvements they had made.

Sep 16, 2022

New RMD rule changes proposed for the 403(b)/457(b); AIG works on its core; Aspire follows Vanguard model. 

Sep 9, 2022

Our guest today is a fee-only, advice-only CPF®  and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel.

Sep 2, 2022

North Carolina teachers Dave and Brandon help colleagues and students get wise to saving for retirement (updated with correct audio track). 

Aug 26, 2022

Southern California high school math teacher gets a Fidelity 457(b) added to his vendor list.  

Aug 19, 2022

One of our favorite guests, teacher/travel hacker Justin Garritt talks about his decision to leave the classroom to become a full-time fiduciary advisor. We also talk travel hacking and carrying a "whole ham" on a flight. 

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