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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: May, 2023
May 26, 2023

Listening to the education and advocacy podcast series Learned by Being Burned: Teachers and the K-12 403(b) motivated South Carolina high school teacher to advocate for and get better 403(b) investment choices in his South Carolina school district. 

May 19, 2023

After their own missteps, New York music teachers Hana and her husband James are helping colleagues get wise to the 403(b). Hana may have the best story ever for how and where she first signed up for a 403(b). 

Episode begins with Dan talking about his current living arrangement. 

May 12, 2023

Scott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one. 

May 5, 2023

NTSA pushing bill to ban single vendor 457(b) plans in Illinois. But only for K-12 institutions. Not police plans. Not firefighter plans. Not government employee plans. 

Bad New Jersey 403(b) legislation is on the move despite sponsors telling teachers it was dead. 

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