287 episodes
Teach and Retire Rich Daniel Otter
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- Education
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4.8 • 98 Ratings
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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.
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403bwise Wins Innovator Award (#287)
Dan and 403bwise community honored by InvestmentNews. We tell the 403bwise origin story.
How a Former Teacher is Educating the World About 403(b)s An Annuity for the Teacher — and the Broker (New York Times) 403bwise in 2000 Paying for College with Ron Lieber (podcast) Meridian Wealth Management 403bwise.org -
Full Time Financial Coach
NYC teacher and financial coach Emily Maretsky, who has more than 16k Instagram followers (@teacherfinancialcoach), talks family and moving from the classroom to full time financial coaching.
teacherfinancialcoach.com @teacherfinancialcoach Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org -
Personal Finance Legend Scott Burns (pt. 2)
Part 2 of our wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform.
Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org -
Personal Finance Legend Scott Burns (pt. 1)
Wide ranging interview with one of the most influential personal finance writers in the country, Scott Burns. A longtime columnist for the Dallas Morning News and the father of the “Couch Potato Portfolio” investing style, Scott is a longtime champion of teachers, and K-12 403(b) reform (part 1 of 2).
Scott Burns Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org -
Fraud Pod
School counselor from Connecticut gets taken for an expensive ride. It could happen to you.
Fraud Is Flourishing on Zelle. The Bank’s Say It Is Not Their Problem. Stuck in AXA (First pod with Adam) Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan Meridian Wealth Management 403bwise.org -
The K-12 403(b) is Bad. But Have You Heard About Private Equity?
Private equity is everywhere: emergency rooms, nursing homes, veterinarians, your favorite retailers, and maybe some day your retirement plan. Yet, according to our guest Brendan Ballou, author of Plunder: Private Equity's Plan to Pillage America, few understand what these firms are or how they work.
Plunder: Private Equity's Plan to Pillage America Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
Customer Reviews
Teach and Retire Rich
Highly recommended! Great speakers interviewed, many are teachers. I have read some of the posts over the years and joined the Facebook page, but I continue enjoying and learning from the podcasts even though my husband and I are retired (both teachers). I highly recommend Dan and Scott to all teachers. I have a small 403b I rolled over to an IRA for ease of management but it is not necessary to do this. Have not needed to use it yet. Teachers, please don’t wait to start saving like we did. And, don’t save in a TSA like we did. CA teachers have a good choice in CALSTRS Pension 2 and your district should have others. I have convinced my son to contribute to his 403b. My daughter started an IRA since she has been hired for 3 years in a row on a temporary contract in the same school district.
Life Changing Content
Congratulations to any teacher who has found this podcast. Please rate, share and spread the word so more teachers like us can benefit!
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.