300 episodes

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

    • Education
    • 4.8 • 105 Ratings

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.

    Is 403bwise Anti-Union?

    Is 403bwise Anti-Union?

    We address anti-union charges leveled at 403bwise.org 
    Shark Attack  NEA Valubilder Expose 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®). 

    • 20 min
    Middle School Math Teacher on a Fin Lit Mission

    Middle School Math Teacher on a Fin Lit Mission

    Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd.
    Instagram: @teachertomillionaire 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®). 

    • 32 min
    Dan and Scott Speak to Teacher Educators

    Dan and Scott Speak to Teacher Educators

    Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. 
    ATE
    403bwise Enlists Teacher Educators in Fight to Fix K-12 403(b) 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®). 

    • 18 min
    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

Customer Reviews

4.8 out of 5
105 Ratings

105 Ratings

hdhxgxhhd ,

Super helpful

I couldn't be more happy to have found this podcast! These guys are so helpful and they have a heart for educators. Share with your staff!

FL teacher educator ,

Daily listener

At a Florida Teacher I discovered this podcast a few months ago. Now I listen to it everyday trying to soak all the information in! I recommend to all!

.Always.learnig. ,

You are changing lives

Yesterday, started with a light up school cart being rolled by my classroom as my students entered that had coffee, store brand mini muffins and a pitch from Equitable. Because of you guys I was able to help a new teacher realize it wasn’t in her best interest and back it with data. She’s canceling the meeting scheduled with them that she thought was endorsed by our school district. A sincere thank you from a two time teacher of the year recipient and single parent who loves helping kids with special needs. You really are changing lives. Thank you!

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