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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: Page 6
Nov 19, 2021

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.  

Nov 12, 2021

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy. 

Nov 5, 2021

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's.

Oct 22, 2021

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news. 

Oct 15, 2021

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability. 

Oct 8, 2021

California choir director quits teaching and moves to Iowa to farm. We have questions. 

 

Oct 1, 2021

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a “$4 million securities fraud scheme."

Sep 24, 2021

Dr. Barbara O'Neill, CFP®, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. Barbara is a Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist.

Sep 17, 2021

We talk teacher pension plans and higher education with Money's Kaitlin Mulhere.

Sep 10, 2021

34-year-old Flushing, NY middle school science teacher maxes out his 403(b), 457(b) and Roth IRA. Plus he has two side hustles. 

Sep 3, 2021

Devin Carroll, a Texas-based financial planner who runs the Social Security Intelligence blog talks Social Security. 

Aug 27, 2021

Retired Colorado teacher Karl Fisch and former Iowa teacher and administrator, and current University of Northern Iowa instructor Matt Townsley discuss their new book for members of the Iowa Public Employees' Retirement System.

Aug 20, 2021

We check in with NY teaching couple we interviewed in 2017.

  • 7:25 — 529/retirement plan update/new saving rate
  • 10:23 — 403(b) vendor quality update
  • 13:03 — 457(b) plan update
  • 22:36  — Applying to college landscape
  • 26:07 — Teaching during pandemic
  • 31:29 — NY State 529 plan
  • 36: 14 — Reveal total annual $ cost in fees
  • 37:21 — Travel hacking

 

Aug 13, 2021

Florida middle school principle Joe Peccia Jr. began the school year by helping his staff get wise to their pension, the 403(b), the 457(b), and what to know when working with an advisor. 

Aug 6, 2021

Dan has some thoughts for new teachers that he wishes had been shared with him way back in August, 1993.

Jul 30, 2021

Retired Colorado teacher Karl Fisch and former Illinois teacher and current Illinois College instructor Eric McClarey discuss their new book for members of the Teachers' Retirement System of Illinois. 

Jul 23, 2021

We talk 529 plans, Coverdell ESAs, UTMAs and other ways to save for college. We also discuss how to put aside money for other expenses kids may have.

Jul 16, 2021

Author and New York Times Your Money columnist Ron Lieber discusses his fantastic new book: The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make 

Jul 9, 2021

NYC teacher Emily Maretsky talks teaching, her varied and interesting teaching experiences, and helping other teachers get wise to saving and investing.

Jul 2, 2021

The Government Pension Offset and Windfall Elimination Provision can reduce Social Security benefits (from live 403bwise Event recorded 6.7.21).

Jun 25, 2021

Kerry Tracy, developer of Bone Bridge® STEM Challenges, discusses teaching, leaving the profession, and starting a teacher professional development business whose mission is to bring "brain-busting" work disguised as fun to teachers and students. 

https://www.feelgoodteaching.com/
https://403bwise.org/

 

Jun 18, 2021

More than 40 million families are set to receive a new Child Tax Credit that some think will slash the poverty rate in half. We go over the details. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jun 11, 2021

Pending legislation would make saving for retirement easier. We review the highlights which include: auto enrollment, increased catch-ups, and assistance to student loan borrowers among other provisions.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Jun 4, 2021

National Sales Director for Aspire Financial Services, Matt Drummond, talks K-12 403(b) and 457(b), the company's unique approach to the K-12 market, and shares some big California news. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

May 27, 2021

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

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