100 episodes

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

Teach and Retire Rich - Talking teacher retirement savings plans. Daniel Otter

    • Education
    • 4.8, 60 Ratings

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

    AIG/Valic SEC Settlement (#124)

    AIG/Valic SEC Settlement (#124)

    We talk $40 million AIG/Valic settlement with the SEC. 

    Link to Stories on Settlement
    Pod: You Down with SEC?
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 34 min
    Choir Teacher + Author on F.I.R.E. (#123)

    Choir Teacher + Author on F.I.R.E. (#123)

    Crystal, a 36-year old high school choir director and author plans to retire soon.

    Crystal's Book: Retirement for Teachers: How to Come Up with a Plan That Works for You
    Seed Savers
    California Teachers Have Great 403(b) Choices. They Just Don't Know It. 
    Pod: 403(b) Trojan Horses
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 53 min
    Our Teachers Need an Oxygen Mask (#122)

    Our Teachers Need an Oxygen Mask (#122)

    We speak with a Portland, Oregon area speech pathologist who is very concerned about teaching in the fall in the midst of a global pandemic. 

    In Defense of Our Teachers by Dave Grohl
    403bwise Advocacy
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 38 min
    Teacher + 403bwise Super Advocate Greg Ford (#121)

    Teacher + 403bwise Super Advocate Greg Ford (#121)

    Scott and I talk with northern California high school teacher Greg Ford who is a member of the first-ever 403bwise Super Advocacy cohort. Bonus material: Dan gets results of his Covid-19 screening on air. 

    403bwise Advocacy
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 44 min
    Our Money Stories with Eugenie´ George (#120)

    Our Money Stories with Eugenie´ George (#120)

    Former Teach for America and charter school teacher Eugenie´ George talks about her new book which explores how personal history, ancestry and environments influences money habits.

    Our Money Stories: A Six Week No B.S. Holistic Financial Wellness Plan
    @_EugenieGeorge
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 46 min
    403(b)ill of Rights (#119)

    403(b)ill of Rights (#119)

    We re-introduce an updated 403(b)ill of Rights. Ten simple ideas that are hardly revolutionary. 

    403(b)ill of Rights
    403bwise Events
    What is a 403(b)? (video)
    Meridian Wealth Management
    403bwise.org

    • 39 min

Customer Reviews

4.8 out of 5
60 Ratings

60 Ratings

Twinned ,

Honest, clear financial advice

Like a really good teacher, this podcast is informative, educational and inspiring. If you are a teacher or anyone else with a 403(b), this podcast will ensure your financial well being when you think about retirement. I’m so thankful that the two hosts have the integrity and dedication to give us the information teachers need.

RetTchr2019 ,

Teach and Retire Rich

I have read some of the posts over the years and joined the Facebook page, but I am really enjoying and learning from the podcasts during this Covid time. I started listening backwards with the most recent podcast. I highly recommend Dan and Scott to all teachers. I just retired at 65 but have learned a few things to help me with my small 403b and to help my kids (also teachers). Teachers, please don’t wait to start saving like we did. And, don’t save in a TSA like we did. CA teachers have a good choice in CALSTRS Pension 2 and your district should have others.
(Are Dan or Scott musicians on the theme song “Banned from the NTSA?”)

20housebound ,

Teacher Budget coach

Really enjoyed segment that featured David, the teacher budget coach. It looks like his business serves a much needed niche market. Like his practical approach and the analogies to teaching and coaching. Valuable information.

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