224 episodes

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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 Daniel Otter

    • Education
    • 4.8 • 83 Ratings

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes 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.

    Do As We Say Not As We Do: Equitable & NLG 401(k) Plans

    Do As We Say Not As We Do: Equitable & NLG 401(k) Plans

    Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans.  
    Form 5500 Search Blog: National Life Group Hypocrisy Learned by Being Burned Meridian Wealth Management 403bwise.org

    • 22 min
    AXA/Equitable Insider (pt. 2)

    AXA/Equitable Insider (pt. 2)

    Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years.  
     
    Part 1 Equitable Bermuda Triangle Meridian Wealth Management 403bwise.org

    • 45 min
    AXA/Equitable Insider

    AXA/Equitable Insider

    Former AXA/Equitable vice president for business development dishes on firm that dominates the K-12 403(b) market in terms of market share and participant anger (part 1 of 2). 
     
    Equitable Bermuda Triangle Meridian Wealth Management 403bwise.org

    • 45 min
    Executive Function Expert

    Executive Function Expert

    Former teacher teaches executive function techniques to middle school, high school and college students. 
    EF Specialists City Year Meridian Wealth Management 403bwise.org

    • 34 min
    PSLF Waiver

    PSLF Waiver

    Student loan experts David Gourley and Mychal Eagleson, CFP® discuss a time-sensitive student loan provision that could save borrowers thousands of dollars. 
    Contact Mychal and David Federal Student Aid PSLF Waiver Info An Exceptional Life Financial Meridian Wealth Management 403bwise.org

    • 45 min
    Taxable ETF > Pre-Tax 403(b)?

    Taxable ETF > Pre-Tax 403(b)?

    At what price point does it make sense to invest in a taxable brokerage account over a pre-tax 403(b)?
    Meridian Wealth Management 403bwise.org

    • 44 min

Customer Reviews

4.8 out of 5
83 Ratings

83 Ratings

barbbesal ,

Necessary Education for Educators

The message is consistent and clear: teachers need to know what their options are and they need better options to choose from! Dan and Scott educate and advocate with every syllable. They’re friendly, playful, and honest. They interview a variety of guests and keep us up-to-date on the shifting world of saving for retirement as a public servant.

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.

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