Info

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.
RSS Feed Subscribe in Apple Podcasts
Teach and Retire Rich
2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
February
January


2018
November
September
July
April
March
February
January


2017
December
November
October
September
August
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June


Categories

All Episodes
Archives
Categories
Now displaying: 2021
Jul 2, 2021

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21).

Jun 25, 2021

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students. 

https://www.feelgoodteaching.com/
https://403bwise.org/

 

Jun 18, 2021

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details. 

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

Jun 11, 2021

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.

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

Jun 4, 2021

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news. 

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

May 27, 2021

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed. 

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

May 21, 2021

Award winning author of A Splendid Exchange and the Four Pillars of Investing talks with Scott and Dan about this new book: The Delusions of Crowds: Why People Go Mad in Groups

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

May 14, 2021

Wide ranging interview with nationally syndicated columnist for The Washington Post, Michelle Singletary. We discuss her new book, What to Do with Your Money When Crisis Hits: A Survival Guide, her upbringing which shaped her financial outlook, her volunteer work, and the upside of adult kids living at home for a period of time. 

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

May 7, 2021

Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 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 30, 2021

Updated information on exiting a bad 403(b). Also, Dan shares two animal adventures. 

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

« Previous 1 2 3 Next »