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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: December, 2024
Dec 27, 2024

Former Baltimore teacher-turned fiduciary advisor Justin Garritt discuss the top teacher financial mistakes of 2024 that he sees in his practice. 

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 20, 2024

Mai Nguyen, director of the Department of Social and Emotional Wellness Supports for Buffalo Public Schools, talks supporting the whole child and teacher. She also discusses the 403(b)/457(b) event she held that attracted close to 300 educators. 

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 13, 2024

More like: Meet the new boss. Same as the old boss. We review Equitable's new Equi-vest Series 202 403(b) product. Note: We talk Buffalo Bills football and Oregon Duck football for the first six minutes and 25 seconds.  

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 6, 2024

Dr. Jeff Venables is a veteran South Carolina Chemistry teacher whose advocacy led his district to add Aspire, Fidelity and Vanguard to their 403(b) lineup. But he's not done there. He's now lobbying state legislators. 

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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