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 • 77 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.

    Fin Lit Royalty (#183)

    Fin Lit Royalty (#183)

    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.

    Dr. Barbara O'Neill
    Meridian Wealth Management
    403bwise.org

    • 57 min
    Money Editor (#182)

    Money Editor (#182)

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

    Kaitlin Mulhere
    Many Teacher Pension Plans Get Failing Grade
    Meridian Wealth Management
    403bwise.org

    • 52 min
    The Wealthy Educator (#181)

    The Wealthy Educator (#181)

    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. 

    The Wealthy Educator 
    Email
    Meridian Wealth Management
    403bwise.org

    • 36 min
    Social Security Expert (#180)

    Social Security Expert (#180)

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

    devincarroll.com
    Social Security Intelligence blog
    Devin's YouTube Channel
    Meridian Wealth Management
    403bwise.org

    • 1 hr
    Iowa IPERS Experts (#179)

    Iowa IPERS Experts (#179)

    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.

    Iowa IPERS Book
    TL;DR Series
    Interested in Collaborating with Karl?
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 48 min
    Catching Up with the Sweeneys (#178)

    Catching Up with the Sweeneys (#178)

    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

    Episode #43: Two Educators Get Wise
    Meridian Wealth Management
    403bwise.org

    • 47 min

Customer Reviews

4.8 out of 5
77 Ratings

77 Ratings

TimDesmond ,

Must-listen for teachers

Dan and Scott do an amazing job of helping teachers wade through predatory companies in the retirement space. Excellent resource. Make sure to check out 403bwise too! Bonus points for being from Pittsburgh :)

Elissa* ,

Informative

This information is invaluable. So happy to have found this podcast because this information was not available 20 years ago when I was starting my retirement account.

Lorne_A ,

These guys know their stuff!

...and do an excellent service to our valued public servants

Top Podcasts In Education

Listeners Also Subscribed To