300 avsnitt

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.

Teach and Retire Rich Daniel Otter

    • Utbildning

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.

    10 Questions Posted on the 403bwise Facebook Group (#315)

    10 Questions Posted on the 403bwise Facebook Group (#315)

    To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. 
    Bad Vendors Who Have Good Plans
    How to Get Out of a Bad 403(b) How to Get Out of AXA/Equitable Working with a Financial Professional Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 34 min
    Veteran Teacher. Future CFP®

    Veteran Teacher. Future CFP®

    Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. 
    Teachers Talk Money Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 28 min
    Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More

    Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More

    Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone.  
    Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 35 min
    Sweet Option for Those Looking for Low-Cost Fiduciary Advice

    Sweet Option for Those Looking for Low-Cost Fiduciary Advice

    Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice.
    Nectarine @personafinanceclub Personal Finance Club Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 41 min
    Helping Colleagues Get Wise to Saving

    Helping Colleagues Get Wise to Saving

    Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(b). 
    Peekskill City School District Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 35 min
    Climbing Mountains. Fighting Fires.

    Climbing Mountains. Fighting Fires.

    Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below).  
    Trevor Deighton Retirement Planning Resource Black Diamond Presents: Safety First Photos of Cirque of the Unclimbables/Lotus Flower Tower Photos Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

    • 51 min

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