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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: December, 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®). 

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