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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: 2025
Feb 14, 2025

Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age. 

 

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

Feb 7, 2025

Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for:

  • Those currently collecting Social Security benefits
  • Those new eligible to collect Social Security benefits
  • Those lacking enough credits to qualify for Social Security benefits

At the conclusion of the recording of this episode Scott got a call from a family member who he had helped apply for this new benefit who shared the good news that she had just received a Social Security check for more than $9,000. 

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

Jan 31, 2025

Retired educator is prolific writer of state specific retirement guides for teachers (40 and counting); he's running for a seat on the Colorado PERA Board of Trustees; and he writes engaging and educational retirement planning material that he makes available for free. We discuss all of this and more.  

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

Jan 24, 2025

We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts. 

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

Jan 17, 2025

Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains. 

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

Jan 10, 2025

Our guest today, Aaron Standish, is the former Financial Literacy Coordinator (K-12) for the School District of Palm Beach County, Florida who recently joined Next Gen Personal Finance as their Partnership & Adoption Manager for the Southeastern part of the country. 

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

Jan 3, 2025

Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025.  

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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