160 episodes
Teach and Retire Rich - Talking teacher retirement savings plans. Daniel Otter
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- Investing
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4.8 • 71 Ratings
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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.
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D-I-V-O-R-C-E (#160)
CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce.
Emily A. Johnson, CFP®, CDFA
What is a 403(b)? (video)
Meridian Wealth Management
403bwise.org
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure -
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Happy Travel Hacker (#157)
Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks to us about travel hacking, how to do it, who it is for, and who it is not for.
Garritt Financial Solutions
Happy Saver TRR Pod #98
Happy Meter Podcast
Choose FI Travel Hacking
Travel Freely
Rich Smith YouTube Channel
The Secret History of the Credit Card
403bwise Events
Meridian Wealth Management
403bwise.org -
The Wealthy Custodian Retires Pt. 2 (#156)
Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement.
The Wealthy Custodian Retires Pt. 1 (pod 155)
The Wealthy Custodian (pod 74)
Custodian Cleans Up His 403(b) (pod 53)
403bwise Events
Meridian Wealth Management
403bwise.org -
The Wealthy Custodian Retires Pt. 1 (#155)
One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement.
The Wealthy Custodian (pod 74)
Custodian Cleans Up His 403(b) (pod 53)
403bwise Events
Meridian Wealth Management
403bwise.org
Customer Reviews
These guys know their stuff!
...and do an excellent service to our valued public servants
Accessible advice for retirement for educators
I stumbled across 403bwise, the non-profit run by the Teach and Retire Rich guys, just in time to not lose my shirt to a shady 403b dealer. The podcast has been great as I make my way to down the path to financial success. It’s required listening for anyone in the education field who isn’t sure about the options for retirement saving.
Retire rich
Even though I’m not a teacher. I’m a classified employee I find this podcast very informative. I came across this podcast through 403bwise.org
Thanks for everything you do!
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