Teach and Retire Rich

Daniel Otter
  • 4.8 (116)
  • 教育
  • 一周一更

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.

  1. 2天前

    How American Fidelity Exploits Section 125 Plans (#413)

    Section 125 plans are a great way to save money for health care, dependent care, dental care and disability insurance on a pre-tax basis. American Fidelity, which sells high-cost 403(b) products, runs many of these plans for school districts. In many cases educators must meet with an AF rep in order to get the pre-tax benefit. During these meetings AF sales reps try to sell a blizzard of services. We discuss what employees and employers should do. Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management

    32 分钟

  2. 2月6日

    What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan

    Many teachers are offered a subsidized Medicare plan from their school district when they retire. They are told this is a great benefit that they have contributed to their whole career. Sounds great, right? Most don't realize that what they are being offered is not traditional Medicare. It is a more restrictive form of healthcare called Medicare Advantage. They also don't realize  that the choice they make at 65 can affect their healthcare options for the rest of their lives. As they get older and require more healthcare, they may not be able to switch to original Medicare. We speak with a woman who describes the ordeal she went through to escape Medicare "Advantage."  What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan Dirty Little Secrets of Medicare - YouTube video Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    54 分钟

  3. 1月30日

    What is a Deadbox and Should You Have One? (#411)

    Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis, explains what a "deadbox" is and why you might want one.  Nectarine Personal Finance Club IG Account Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    9 分钟

  4. 1月23日

    This Advisor is Out on the K-12 403(b) Market

    Ken Ford of Ford Wealth Management, who we first interviewed in 2015, shares why he is done with the K-12 403(b) market.  Ford Wealth Management 2015 Pod with Ken  The 7Twelve Portfolio Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    31 分钟

  5. 1月16日

    Nectarine Has Gotten Even Sweeter

    We catch up with Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis. He updates us on the growth and the new services being offered.    Nectarine March 2024 Pod with Jeremy Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    58 分钟

  6. 1月9日

    403(B)/457(b) Basics: The Salary Reduction Agreement

    What is it? How to use it to change contribution amount. We also talk new 2026 contribution limits.  403(b) Basics Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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 分钟

  7. 1月2日

    Financial Resolutions + Some Favorite 2025 Things

    Scott and Dan share their financial resolutions and discuss their favorite book, movie and TV show from 2025. They also discuss the penny's lucrative goodbye.  Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    52 分钟

  8. 2025/12/26

    Wait, Why Am I Paying an Additional Medicare Tax?

    Teachers who collect a pension, Social Security, and draw income from a non-Roth retirement account may face an additional Medicare tax. Lucretia Ryan of Financial Freedom for Women breaks it all down. Why Am I Paying an Additional Medicare Tax? Financial Freedom for Women More Dirty Little Secrets of Medicare "Advantage" (YouTube) Dirty Little Secrets of Medicare "Advantage" Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

    42 分钟
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关于

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.

信息

  • 创作者
    Daniel Otter
  • 活跃年份
    2006年 - 2026年
  • 单集
    300
  • 分级
    儿童适宜
  • 版权
    © Copyright 2015-2023 Teach and Retire Rich. All rights reserved.
  • 节目网站
    Teach and Retire Rich

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