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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: July, 2023
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.

Jul 7, 2023

Former professional baseball player and current Florida high school teacher, Ole Sheldon, discusses his new book The Impact of Fees on Retirement Investing: Written by a Teacher for Teachers which grew out of his doctoral dissertation on this topic. 

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