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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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Now displaying: 2023
Dec 29, 2023

Happy Valley, PA Elementary teacher, Scott Fritz, is the co-author of a Fin Lit book for Pennsylvania teachers. He's also the go-to fin lit person at his school and district. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Dec 22, 2023

The nation’s largest teachers union has been promoting high-fee retirement plans to its members that have underperformed, teachers and experts tell The Lever. The products are sold by a private equity-owned insurance company accused of fraud and mismanagement — and as part of the arrangement, the union’s benefit arm gets millions from the firm. Those words were written by our guest, journalist Freddy Brewster of The Lever.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Dec 15, 2023

California high school teacher Matt Raleigh, and retired Colorado teacher and prolific author, Karl Fisch, share their experience teaching a college level personal finance course for educators. They also discuss how you can design and teach a similar course

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Dec 8, 2023

North Carolina high school educators Dave Fleisher and Brandon Speece educate colleagues about saving for retirement, host the Financial Independent Teachers Podcast, and are authors of the new book The FIT Position.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Dec 1, 2023

We speak with Julia Brotherton, educator and president of the Beverly, MA Teachers Association about her dual roles, and how she helps colleagues get wise to saving for retirement.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Nov 24, 2023

In part 2 of our annual catch-up with one of the wisest financial minds we know, Cullen Roche, we talk the national debt, the value of international investing, possible role of A.I. in investing, and Cullen reveals a new project he is working on. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Nov 17, 2023

It's our annual catch-up with one of the wisest financial minds we know, Cullen Roche, an economist, author, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. We talk inflation, what the Fed might do next, fixed income, residential real estate and deflationary credit events. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Nov 10, 2023

We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Nov 3, 2023

James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Oct 27, 2023

Bree Lee is a Bay Area math teacher who runs an impressive fin lit Instagram account (@ritual_finance) where she posts the basics, the more complex, the workings of the CalSTRS pension and her own paycheck breakdown, monthly budget, and growing net worth.  

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Oct 20, 2023

Teacher-turned planner, Justin Garritt goes deep on student loans including sharing an important deadline (December 31, 2023) for those looking to get maximum value out of PSLF (Public Service Loan Forgiveness). 

 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Oct 13, 2023

Scott talks TIPS (Treasury Inflation-Protected Securities), and the dramatic rise in their real rate of return.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Oct 6, 2023

403bwise Facebook Group reaches a Taylor Swift-like milestone. New Jersey school district throws teachers under the bus. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Sep 29, 2023

Lily Katz of Redfin News discusses the recent story she co-wrote with her colleague Sheharyar Bokhari, Redfin Senior Economist, called: The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019 

Sep 8, 2023

NYC teacher and financial coach Emily Maretsky, who has more than 16k Instagram followers (@teacherfinancialcoach), talks family and moving from the classroom to full time financial coaching.  

Sep 1, 2023

Part 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform.

Aug 25, 2023

Wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2).

Aug 18, 2023

 

School counselor from Connecticut gets taken for an expensive ride. It could happen to you. 

Aug 11, 2023

Private equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work.

Aug 4, 2023

Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? 

Jul 28, 2023

Massachusetts 5th grade teacher Brian Kramer, who describes himself as an Aspiring Financial Literacy Advocate, discusses teaching, how he and his wife got out of Equitable, term life insurance, saving in a Roth IRA, and perhaps earning the CFP® designation.  

Jul 21, 2023

Former teacher, current financial planner, and 24-7 student loan forgiveness guru, David Gourley returns to make sense of where student loan forgiveness stands in the wake of the Supreme Court ruling, and the recent Biden Administration announcement of a seemingly new program. David has a message for public sector borrowers: there is a lot to be optimistic about.

 

Jul 14, 2023

We talk to a real doctor — not a phony one like Dan — who after being burned by salespeople, started the White Coat Investor, the most widely-read, physician-specific personal finance and investing website in the world.

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