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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: September, 2022
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). 

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